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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$338M 3,470,949 -496,068 -13%
Bank of America
2
Bank of America
North Carolina
$336M 3,451,739 -478,782 -12%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$283M 2,910,493 -125,616 -4%
M&T Bank
4
M&T Bank
New York
$148M 1,522,881 -25,008 -2%
RFC
5
Regions Financial Corp
Alabama
$142M 1,459,978 +19,727 +1%
Wells Fargo
6
Wells Fargo
California
$129M 1,331,168 -54,578 -4%
UBS Group
7
UBS Group
Switzerland
$116M 1,195,107 +3,758 +0.3%
PCIA
8
Prime Capital Investment Advisors
Kansas
$89.4M 918,864 -28,891 -3%
MWM
9
Modera Wealth Management
New Jersey
$76.4M 785,803 -14,191 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$68.5M 704,230 -13,112 -2%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$66.2M 680,709 -21,462 -3%
LPL Financial
12
LPL Financial
California
$60.4M 620,584 -70,306 -10%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$49.2M 505,715 -71,858 -12%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$42.7M 439,362 -21,891 -5%
OCM
15
One Capital Management
California
$40.1M 412,454 +15,770 +4%
Ameriprise
16
Ameriprise
Minnesota
$38.4M 395,116 +1,704 +0.4%
Stifel Financial
17
Stifel Financial
Missouri
$37.9M 389,233 -8,951 -2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$36.1M 371,624 -70,662 -16%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$33.8M 347,296 -19,072 -5%
HighTower Advisors
20
HighTower Advisors
Illinois
$32.1M 329,571 -5,190 -2%
EWA
21
Exencial Wealth Advisors
Oklahoma
$31.5M 323,450 -24,274 -7%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$31.3M 322,279 -196 -0.1%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$31.2M 320,200 -25,351 -7%
GHA
24
GW Henssler & Associates
Georgia
$30M 308,641 +1,790 +0.6%
B
25
Bailard
California
$29M 297,649 -8,738 -3%
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