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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 %
GLA
101
Great Lakes Advisors
Illinois
$5.41M -$36.8K -378 -0.7%
SFO
102
Stokes Family Office
Louisiana
$5.4M -$57.5K -591 -1%
NFC
103
Northeast Financial Consultants
Connecticut
$5.39M -$157K -1,616 -3%
RVPG
104
Relative Value Partners Group
$5.34M -$5.64M -57,998 -51%
LSPW
105
Lake Street Private Wealth
Illinois
$5.34M +$199K +2,047 +4%
CAM
106
Cresset Asset Management
Illinois
$5.26M +$1.86M +19,151 +55%
OAM
107
Occidental Asset Management
California
$5.25M +$520K +5,350 +11%
RA
108
Rodgers & Associates
Pennsylvania
$5.14M -$56.2K -578 -1%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$5.12M -$28.6K -294 -0.6%
Franklin Resources
110
Franklin Resources
California
$5.09M +$13.8K +142 +0.3%
SPC
111
Sigma Planning Corp
Michigan
$5.05M -$411K -4,225 -8%
AWP
112
Accretive Wealth Partners
New Jersey
$4.97M +$15.9K +163 +0.3%
IWC
113
Integrated Wealth Concepts
Massachusetts
$4.87M +$551K +5,661 +13%
ACIM
114
Azimuth Capital Investment Management
Michigan
$4.82M +$4.35M +44,758 +934%
CIA
115
Concurrent Investment Advisors
Florida
$4.81M +$391K +4,015 +9%
1IA
116
1834 Investment Advisors
Wisconsin
$4.81M -$88K -905 -2%
BEC
117
Blue Edge Capital
Virginia
$4.78M -$69.6K -716 -1%
MML Investors Services
118
MML Investors Services
Massachusetts
$4.67M -$1.72M -17,689 -27%
LFG
119
Larson Financial Group
Missouri
$4.59M -$68.1K -700 -1%
PGFC
120
Peapack-Gladstone Financial Corp
New Jersey
$4.54M +$1.02M +10,537 +29%
EK
121
Evensky & Katz
Florida
$4.51M -$445K -4,576 -9%
QC
122
Quent Capital
New York
$4.46M -$11.6K -119 -0.3%
FCB
123
First County Bank
Connecticut
$4.46M +$604K +6,211 +16%
PAI
124
Pittenger & Anderson Inc
Nebraska
$4.45M – – –
EWM
125
Empirical Wealth Management
Washington
$4.44M +$82.8K +851 +2%
3 4
5
6 7