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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 %
HGA
726
Hobbs Group Advisors
South Carolina
$1.65K +$1.65K +17 New
FWA
727
FSC Wealth Advisors
New York
$1.46K +$1.46K +15 New
EWA
728
EverSource Wealth Advisors
Alabama
$1.41K – – –
KA
729
Kozak & Associates
Colorado
$1.27K – – –
CPBTD
730
Central Pacific Bank - Trust Division
Hawaii
$1.17K – – –
SFM
731
Systematic Financial Management
New Jersey
$633 -$739 -7 -54%
Russell Investments Group
732
Russell Investments Group
United Kingdom
$573 – – –
IHWM
733
Iron Horse Wealth Management
Iowa
$226 – – –
Qube Research & Technologies (QRT)
734
Qube Research & Technologies (QRT)
United Kingdom
$195 -$158K -1,623 -100%
FFP
735
Forbes Financial Planning
Rhode Island
– -$8.11M -78,966 Closed
SWM
736
Soundmark Wealth Management
Washington
– -$5.64M -54,895 Closed
SCA
737
Southern Capital Advisors
Tennessee
– -$5.14M -50,036 Closed
Janney Montgomery Scott
738
Janney Montgomery Scott
Pennsylvania
– -$4.75M -46,239 Closed
DT
739
Diversified Trust
Tennessee
– -$3.05M -29,712 Closed
EFG
740
Ehrlich Financial Group
California
– -$2.19M -21,279 Closed
CAC
741
Certified Advisory Corp
Florida
– -$2.05M -19,985 Closed
NL
742
NWAM LLC
Washington
– -$1.98M -19,790 Closed
NSB
743
Norway Savings Bank
Maine
– -$1.81M -17,651 Closed
HMS
744
Hanseatic Management Services
New Mexico
– -$1.71M -16,606 Closed
CA
745
CoreCap Advisors
Michigan
– -$1.2M -11,708 Closed
LNC
746
Lincoln National Corp
Pennsylvania
– -$1.08M -10,482 Closed
FWM
747
FFT Wealth Management
Pennsylvania
– -$968K -9,416 Closed
RRCM
748
Rappaport Reiches Capital Management
Illinois
– -$925K -9,000 Closed
VCM
749
Virtue Capital Management
Tennessee
– -$827K -8,554 Closed
QIM
750
Quantitative Investment Management
Virginia
– -$819K -7,974 Closed
28 29
30
31 32