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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 %
MCA
201
MSH Capital Advisors
Arizona
$2.06M +$34.5K +355 +2%
IA
202
IFP Advisors
Florida
$2.01M -$1.46M -15,050 -42%
GIM
203
Goelzer Investment Management
Indiana
$1.99M -$42.1K -433 -2%
EDRIA
204
Edmonds Duncan Registered Investment Advisors
Kansas
$1.97M +$68.7K +706 +4%
HNB
205
Huntington National Bank
Ohio
$1.97M -$2.1M – –
SF
206
Summit Financial
New Jersey
$1.96M -$47.4K -487 -2%
SLT
207
St Louis Trust
Missouri
$1.95M +$9.63K +99 +0.5%
CWP
208
Corepath Wealth Partners
Arizona
$1.91M -$108K -1,118 -5%
SC
209
Sapient Capital
Indiana
$1.89M +$375K +3,855 +25%
NPFS
210
Novak & Powell Financial Services
Florida
$1.84M +$1.05M +10,794 +133%
LF
211
LifeSteps Financial
California
$1.83M -$339K -3,487 -16%
AWM
212
Avior Wealth Management
Nebraska
$1.8M -$1.46K -15 -0.1%
PWA
213
Physician Wealth Advisors
Utah
$1.78M +$12.9K +121 +0.7%
CCB
214
Country Club Bank
Missouri
$1.76M -$61.2K -636 -3%
SA
215
Sanctuary Advisors
Indiana
$1.76M +$1.76M +18,106 New
AM
216
AGF Management
Ontario, Canada
$1.73M -$169K -1,735 -9%
TFG
217
Taylor Financial Group
Virginia
$1.71M +$99.5K +1,023 +6%
SCA
218
Stillwater Capital Advisors
Pennsylvania
$1.71M -$17.5K -180 -1%
FAIM
219
Financial Advocates Investment Management
Washington
$1.66M +$247K +2,536 +17%
NA
220
NewEdge Advisors
Louisiana
$1.61M -$801K -8,237 -33%
CCM
221
Cambridge Capital Management
Illinois
$1.6M -$291K -2,989 -15%
IWM
222
IHT Wealth Management
Illinois
$1.55M -$196K -2,017 -11%
GWMR
223
GC Wealth Management RIA
Massachusetts
$1.54M -$395K -4,063 -20%
KWMG
224
King Wealth Management Group
Florida
$1.54M -$52K -534 -3%
CSWM
225
Cassady Schiller Wealth Management
Ohio
$1.51M -$10.6K -109 -0.7%
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