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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 %
SCG
126
Sonata Capital Group
Washington
$4.4M +$205K +2,103 +5%
ASN
127
Advisory Services Network
Georgia
$4.39M +$1.39M +14,340 +47%
LFAS
128
Level Four Advisory Services
Texas
$4.39M +$31.1K +320 +0.7%
GT
129
Greenleaf Trust
Michigan
$4.38M -$49.4K -508 -1%
LFS
130
Lutz Financial Services
Nebraska
$4.32M -$55.9K -575 -1%
CGA
131
Crescent Grove Advisors
Illinois
$4.29M -$226K -2,319 -5%
DIP
132
DT Investment Partners
Pennsylvania
$4.27M – – –
SP
133
Sequent Planning
Nebraska
$4.26M +$270K +2,801 +7%
AWE
134
Avidian Wealth Enterprises
Texas
$4.26M -$166K -1,711 -4%
SFS
135
Sowell Financial Services
Arkansas
$4.22M +$19.1K +196 +0.5%
PA
136
Parallel Advisors
California
$4.19M -$4.57K -47 -0.1%
Jane Street
137
Jane Street
New York
$4.14M -$1.53M -15,682 -27%
CC
138
Courier Capital
New York
$4.05M +$732K +7,529 +22%
CA
139
Centerpoint Advisors
Massachusetts
$4.04M -$38.7K -398 -0.9%
LC
140
LTG Capital
Massachusetts
$4.02M +$284K +2,923 +8%
CFG
141
Clayton Financial Group
Missouri
$4.01M – – –
TW
142
TrinityPoint Wealth
Connecticut
$3.91M +$686K +7,052 +21%
FCFC
143
First Citizens Financial Corp
Iowa
$3.9M -$49.3K -507 -1%
BWM
144
BKM Wealth Management
Wisconsin
$3.88M +$208K +2,143 +6%
Pathstone Holdings
145
Pathstone Holdings
New Jersey
$3.86M +$167K +1,716 +5%
GLLW
146
Graves Light Lenhart Wealth
Virginia
$3.83M +$82.9K +862 +2%
KAS
147
Kestra Advisory Services
Texas
$3.79M -$183K -2,010 -5%
FMC
148
First Merchants Corp
Indiana
$3.78M -$102K -1,053 -3%
Northern Trust
149
Northern Trust
Illinois
$3.74M -$477K -4,901 -11%
RC
150
Rovin Capital
Arizona
$3.71M +$1.23M +12,625 +49%
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