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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 %
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$3.66M +$238K +2,451 +7%
TYCC
152
Texas Yale Capital Corp
Florida
$3.6M – – –
EFM
153
Eley Financial Management
Vermont
$3.53M -$263K -2,705 -7%
EWA
154
EP Wealth Advisors
California
$3.44M -$248K -2,548 -7%
FFG
155
Foundry Financial Group
New Hampshire
$3.42M -$1.67M -17,216 -33%
UB
156
UMB Bank
Missouri
$3.36M -$775K -7,969 -19%
AIM
157
Access Investment Management
Georgia
$3.34M -$3.79M -38,940 -53%
SWA
158
SOA Wealth Advisors
New York
$3.29M -$189K -1,939 -5%
BFM
159
Broadview Financial Management
Wisconsin
$3.28M -$83.8K -862 -2%
BHIA
160
Birch Hill Investment Advisors
Massachusetts
$3.09M +$303K +3,115 +11%
MCWS
161
McKinley Carter Wealth Services
West Virginia
$3.03M -$226K -2,325 -7%
Thrivent Financial for Lutherans
162
Thrivent Financial for Lutherans
Minnesota
$3.01M -$1.03M -10,573 -25%
LCM
163
Liberty Capital Management
Michigan
$2.97M – – –
APG
164
Abacus Planning Group
South Carolina
$2.88M -$4.57K -47 -0.2%
NL
165
NDWM LLC
California
$2.78M +$195 +2 +0%
OWA
166
One Wealth Advisors
California
$2.76M -$97.5K -963 -3%
WI
167
Wintrust Investments
Illinois
$2.74M -$43.8K -450 -2%
AF
168
Allworth Financial
California
$2.73M -$85.2K -817 -3%
WQ
169
Wealth Quarterback
New Jersey
$2.73M -$154K -1,586 -5%
TIM
170
Tortoise Investment Management
New York
$2.71M -$68.1K -700 -2%
CPA
171
Cardiff Park Advisors
California
$2.7M -$115K -1,186 -4%
OC
172
Oarsman Capital
Wisconsin
$2.67M -$174K -1,786 -6%
MFG
173
Mainsail Financial Group
Washington
$2.67M +$470K +4,837 +21%
PA
174
Pinnacle Associates
New York
$2.66M -$50.2K -516 -2%
BP
175
Ballentine Partners
Massachusetts
$2.6M -$640K -6,576 -20%
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