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

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$350K
2
Morgan Stanley
2
Morgan Stanley
New York
$338M
3
Bank of America
3
Bank of America
North Carolina
$336M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$9.58M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$283M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
51
Comerica Bank
Texas
$11.8M -$1.41M -14,507 -11%
E
52
ETFidea
New York
$11.7M +$85.3K +877 +0.7%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$11.4M +$1.19M +13,449 +12%
CP
54
Covenant Partners
Tennessee
$10.4M – – –
CIBC World Market
55
CIBC World Market
Ontario, Canada
$10.2M -$276K -2,834 -3%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$10.1M -$1.1M -11,330 -10%
WA
57
Wealth Architects
California
$10.1M -$23.7K -244 -0.2%
ODIJL
58
One Day In July LLC
Vermont
$9.58M -$1.31M -13,473 -12%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$9.58M -$13.1M -134,766 -58%
US Bancorp
60
US Bancorp
Minnesota
$9.49M -$169K -1,733 -2%
JWA
61
JFS Wealth Advisors
Pennsylvania
$9.31M -$309K -3,177 -3%
ADL
62
Asset Dedication LLC
California
$9.29M -$54.2K -557 -0.6%
AFG
63
Atomi Financial Group
New York
$9.15M +$3.75M +38,527 +69%
GT
64
Glenmede Trust
Pennsylvania
$8.76M -$107K -1,095 -1%
AMG
65
Asset Management Group
Connecticut
$8.76M -$27.5K -283 -0.3%
RFA
66
RTD Financial Advisors
Pennsylvania
$8.47M +$299K +3,078 +4%
AAS
67
Avantax Advisory Services
Texas
$8.44M +$1.12M +11,541 +15%
BSW
68
Buckingham Strategic Wealth
Missouri
$8.32M -$131K -1,342 -2%
BF
69
BOK Financial
Oklahoma
$8.24M -$154K -1,583 -2%
MBI
70
May Barnhard Investments
Maryland
$8.18M -$742K -7,632 -8%
HFBOT
71
Home Federal Bank of Tennessee
Tennessee
$8.16M +$2.33K +24 +0%
SFP
72
Sterling Financial Planning
New Jersey
$8.09M -$114K -1,177 -1%
Financial Engines Advisors
73
Financial Engines Advisors
California
$8.06M +$5.34M +54,883 +196%
SWA
74
Sax Wealth Advisors
New Jersey
$7.93M -$169K -1,734 -2%
CPIG
75
Chicago Partners Investment Group
Illinois
$7.92M -$188K -1,734 -2%
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