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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

731 hedge funds and large institutions have $3.81B invested in iShares S&P Small-Cap 600 Value ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 207 increasing their positions, 298 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
-24
Holders Change %
-3.18%
% of All Funds
10.63%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.2%
New
46
Increased
207
Reduced
298
Closed
58
Calls
$1.29M
Puts
$545K
Net Calls
+$749K
Net Calls Change
-$1.33M

Top Buyers

1
TRCT
Tower Research Capital (TRC)
New York
$7.8M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$12.5M
3
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$5.71M
4
Financial Engines Advisors
Financial Engines Advisors
California
$8.06M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$5.42M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$350K
2
Morgan Stanley
Morgan Stanley
New York
$338M
3
Bank of America
Bank of America
North Carolina
$336M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$9.58M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$283M
Name Holding Trade Value Shares
Change 		Shares
Change %
BONH
676
Bank of New Hampshire
New Hampshire
$25.5K – – –
MWM
677
MGB Wealth Management
Texas
$24K – – –
UIA
678
Ulland Investment Advisors
Minnesota
$24K – – –
AA
679
Ancora Advisors
Ohio
$22.5K – – –
CB
680
Centennial Bank
Arkansas
$22.4K – – –
RI
681
Ridgewood Investments
New Jersey
$22.4K +$22.4K +230 New
S
682
SignatureFD
Georgia
$21.9K – – –
RFS
683
Richardson Financial Services
Massachusetts
$21.8K – – –
RCM
684
Richardson Capital Management
Wisconsin
$20.7K -$1.55K -16 -7%
FFA
685
Founders Financial Alliance
North Carolina
$20.4K – – –
SAG
686
Spotlight Asset Group
Illinois
$19.5K – – –
FUBT
687
First United Bank & Trust
Maryland
$19.5K – – –
WWP
688
WR Wealth Planners
Missouri
$18K -$21.6K -222 -55%
PB
689
Pinnacle Bancorp
Nebraska
$16.9K -$1.56K -16 -8%
KFS
690
Kelly Financial Services
Massachusetts
$16.6K -$1.85K -19 -10%
RTL
691
Red Tortoise LLC
Georgia
$16.6K – – –
TSWM
692
Tyler-Stone Wealth Management
Ohio
$15.9K – – –
BFPW
693
BOK Financial Private Wealth
Colorado
$15.4K +$97 +1 +0.6%
HT
694
Headlands Technologies
Illinois
$15.2K +$15.2K +156 New
VCM
695
Viewpoint Capital Management
Washington
$14.6K – – –
OWA
696
Opal Wealth Advisors
New York
$13K +$13K +134 New
BFEC
697
Benjamin F. Edwards & Company
Missouri
$13K +$94 +1 +0.7%
Kayne Anderson Rudnick Investment Management
698
Kayne Anderson Rudnick Investment Management
California
$12.7K +$4.09K +42 +47%
CA
699
Crewe Advisors
Utah
$12.5K – – –
BCMLT
700
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.8K +$4.18K +43 +55%
26 27
28
29 30