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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

772 hedge funds and large institutions have $4.34B invested in iShares S&P Small-Cap 600 Value ETF in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 238 increasing their positions, 283 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+40
Holders Change %
+5.46%
% of All Funds
11.17%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.3%
New
71
Increased
238
Reduced
283
Closed
21
Calls
$1.92M
Puts
$1.25M
Net Calls
+$667K
Net Calls Change
-$82K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$43.8M
2
WIA
World Investment Advisors
California
+$38.7M
3
LPL Financial
LPL Financial
California
+$16.3M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$15.3M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$11.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$9.48M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.48M
3
TRCT
Tower Research Capital (TRC)
New York
-$8.63M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$7.2M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
-$5.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
226
Sequent Asset Management
Texas
$1.98M +$1.98M +18,402 New
SCA
227
Stillwater Capital Advisors
Pennsylvania
$1.92M +$27K +251 +1%
AM
228
AGF Management
Ontario, Canada
$1.91M – – –
FTUS
229
Flow Traders U.S.
New York
$1.88M +$1.25M +11,621 +198%
CCB
230
Country Club Bank
Missouri
$1.84M -$124K -1,157 -6%
SA
231
Sanctuary Advisors
Indiana
$1.81M -$282K -2,439 -13%
UWPG
232
Ullmann Wealth Partners Group
Florida
$1.77M +$137K +1,272 +8%
PWA
233
Physician Wealth Advisors
Utah
$1.74M -$58.3K -541 -3%
TIAA Trust, National Association
234
TIAA Trust, National Association
North Carolina
$1.69M +$72.2K +671 +4%
CWA
235
CM Wealth Advisors
Ohio
$1.68M +$1.41M +13,070 +519%
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$1.66M +$71.3K +662 +4%
KWMG
237
King Wealth Management Group
Florida
$1.66M -$41.2K -383 -2%
CSWM
238
Cassady Schiller Wealth Management
Ohio
$1.62M -$55.6K -516 -3%
Envestnet Portfolio Solutions
239
Envestnet Portfolio Solutions
Illinois
$1.61M +$189K +1,758 +13%
PFG
240
Pacific Financial Group
Washington
$1.61M -$57.2K -531 -3%
CWM
241
Cranbrook Wealth Management
Michigan
$1.55M -$54.4K -505 -3%
GWMR
242
GC Wealth Management RIA
Massachusetts
$1.55M -$151K -1,400 -9%
UL
243
Unionview LLC
Washington
$1.54M +$431 +4 +0%
T. Rowe Price Associates
244
T. Rowe Price Associates
Maryland
$1.53M – – –
PFBT
245
Parkside Financial Bank & Trust
Missouri
$1.52M -$62K -576 -4%
OA
246
Operose Advisors
Wisconsin
$1.51M +$101K +939 +7%
PWMAG
247
Pinnacle Wealth Management Advisory Group
New Jersey
$1.5M -$2.15K -20 -0.1%
NA
248
NewEdge Advisors
Louisiana
$1.48M -$305K -2,836 -17%
GA
249
GFS Advisors
Texas
$1.47M +$1.29M +12,018 +718%
SQA
250
Simon Quick Advisors
New Jersey
$1.45M – – –
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10
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