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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 %
CT
751
Coastline Trust
Rhode Island
– -$767K -7,467 Closed
ACGA
752
Atlanta Consulting Group Advisors
Georgia
– -$767K -7,463 Closed
Two Sigma Advisers
753
Two Sigma Advisers
New York
– -$606K -5,900 Closed
MTC
754
McDaniel Terry & Co
Texas
– -$438K -4,261 Closed
CIR
755
Clear Investment Research
Georgia
– -$325K -3,167 Closed
PIAS
756
PCA Investment Advisory Services
Ohio
– -$303K -2,948 Closed
Nomura Asset Management
757
Nomura Asset Management
Japan
– -$284K -2,768 Closed
AIP
758
Almanack Investment Partners
Pennsylvania
– -$271K -2,634 Closed
MCCP
759
Mission Creek Capital Partners
California
– -$236K -2,300 Closed
NB
760
Nicolet Bankshares
Wisconsin
– -$232K -2,253 Closed
EW
761
Evoke Wealth
California
– -$222K -2,163 Closed
BFG
762
Bleakley Financial Group
New Jersey
– -$214K -2,081 Closed
SW
763
Simplicity Wealth
New Jersey
– -$214K -2,081 Closed
CCM
764
Coldstream Capital Management
Washington
– -$213K -2,073 Closed
LC
765
LCNB Corp
Ohio
– -$211K -2,050 Closed
MFWP
766
Mosaic Family Wealth Partners
Missouri
– -$207K -2,019 Closed
JWM
767
Jeppson Wealth Management
California
– -$206K -2,000 Closed
CM
768
Columbus Macro
Pennsylvania
– -$204K -1,985 Closed
GFA
769
Gallagher Fiduciary Advisors
Illinois
– -$204K -1,983 Closed
BOPW
770
Brandywine Oak Private Wealth
Pennsylvania
– -$203K -1,972 Closed
CTA
771
Camelot Technology Advisors
California
– -$202K -1,966 Closed
MWM
772
Mission Wealth Management
California
– -$201K -1,958 Closed
FIM
773
Fernwood Investment Management
Massachusetts
– -$164K -1,600 Closed
BWP
774
Baldwin Wealth Partners
Massachusetts
– -$146K -1,425 Closed
WIC
775
Woodmont Investment Counsel
Tennessee
– -$54.6K -531 Closed
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