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

815 hedge funds and large institutions have $4.41B invested in iShares S&P Small-Cap 600 Value ETF in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 272 increasing their positions, 256 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+43
Holders Change %
+5.57%
% of All Funds
10.85%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.35%
New
99
Increased
272
Reduced
256
Closed
40
Calls
$2.28M
Puts
$814K
Net Calls
+$1.47M
Net Calls Change
+$799K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$42.3M
2
Bank of America
Bank of America
North Carolina
+$15M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$10.7M
4
CCFM
Clear Creek Financial Management
Washington
+$10.5M
5
Wells Fargo
Wells Fargo
California
+$9.36M

Top Sellers

1
WIA
World Investment Advisors
California
-$38.7M
2
M&T Bank
M&T Bank
New York
-$32.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$24M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.15M
5
Prudential Financial
Prudential Financial
New Jersey
-$8.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBFC
226
Roman Butler Fullerton & Co
Missouri
$1.9M +$1.9M +16,996 New
CCB
227
Country Club Bank
Missouri
$1.84M -$15.8K -146 -0.9%
BF
228
Baring Financial
Washington
$1.81M +$1.81M +16,638 New
UWPG
229
Ullmann Wealth Partners Group
Florida
$1.81M +$16.1K +148 +0.9%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$1.77M +$91K +838 +5%
PWA
231
Physician Wealth Advisors
Utah
$1.71M -$43.7K -402 -2%
TIAA Trust, National Association
232
TIAA Trust, National Association
North Carolina
$1.7M +$2.17K +20 +0.1%
CWA
233
CM Wealth Advisors
Ohio
$1.69M – – –
NA
234
NewEdge Advisors
Louisiana
$1.68M +$187K +1,723 +13%
KWMG
235
King Wealth Management Group
Florida
$1.67M -$3.8K -35 -0.2%
EE
236
EWG Elevate
California
$1.67M +$1.67M +15,331 New
UL
237
Unionview LLC
Washington
$1.62M +$68.3K +628 +4%
AIS
238
American Investment Services
Massachusetts
$1.62M +$295K +2,714 +22%
Envestnet Portfolio Solutions
239
Envestnet Portfolio Solutions
Illinois
$1.6M -$20.7K -191 -1%
CSWM
240
Cassady Schiller Wealth Management
Ohio
$1.6M -$35.4K -326 -2%
SG
241
StoneX Group
New York
$1.58M +$1.58M +14,513 New
WANY
242
Wealthspire Advisors (New York)
New York
$1.57M +$650K +5,984 +71%
PFG
243
Pacific Financial Group
Washington
$1.56M -$60.2K -554 -4%
ZF
244
Zhang Financial
Michigan
$1.56M +$237K +2,184 +18%
CWM
245
Cranbrook Wealth Management
Michigan
$1.56M -$9.12K -84 -0.6%
SA
246
Sanctuary Advisors
Indiana
$1.55M -$199K -1,789 -11%
T. Rowe Price Associates
247
T. Rowe Price Associates
Maryland
$1.54M – – –
LKWM
248
Lee-Kelleher Wealth Management
Maryland
$1.54M +$1.54M +14,148 New
PWMAG
249
Pinnacle Wealth Management Advisory Group
New Jersey
$1.53M +$11.7K +108 +0.8%
TFA
250
Tobias Financial Advisors
Florida
$1.52M +$80.8K +744 +6%
8 9
10
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