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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 %
WCWM
301
Willow Creek Wealth Management
California
$1.03M – – –
MA
302
Marquette Associates
Illinois
$1.02M +$5.28K +49 +0.5%
SB
303
Strategic Blueprint
Georgia
$1.01M -$538 -5 -0.1%
EA
304
Enclave Advisors
Texas
$996K +$996K +9,253 New
CB
305
Commerce Bank
Missouri
$993K +$308K +2,864 +45%
CA
306
Claro Advisors
Massachusetts
$982K -$4.2K -39 -0.4%
MAM
307
Milestone Asset Management
Pennsylvania
$976K +$629K +5,847 +181%
CKAIS
308
Christensen King & Associates Investment Services
Washington
$962K -$21.2K -197 -2%
SWP
309
Stratos Wealth Partners
Ohio
$949K +$34K +316 +4%
UB
310
Umpqua Bank
Oregon
$949K +$99.6K +925 +12%
VC
311
Vicus Capital
Pennsylvania
$942K -$5.7M -52,928 -86%
MLIC
312
Mandatum Life Insurance Company
Finland
$938K – – –
IPW
313
Intergy Private Wealth
Colorado
$938K +$41K +381 +5%
VCS
314
Vaughan & Co Securities
New Jersey
$937K -$5.06K -47 -0.5%
BFAG
315
Blackston Financial Advisory Group
Florida
$927K +$927K +8,613 New
PIMG
316
Patriot Investment Management Group
Tennessee
$925K – – –
BBHC
317
Brown Brothers Harriman & Co
New York
$922K – – –
WANY
318
Wealthspire Advisors (New York)
New York
$909K +$34.2K +318 +4%
CWM
319
Concentric Wealth Management
California
$894K -$646 -6 -0.1%
CFA
320
Cahill Financial Advisors
Minnesota
$878K -$9.91K -92 -1%
RIA
321
Regal Investment Advisors
Michigan
$872K -$84.5K -785 -9%
MSFS
322
Main Street Financial Solutions
Pennsylvania
$872K +$44.8K +416 +5%
WP
323
WealthShield Partners
North Carolina
$871K +$38.9K +361 +5%
SI
324
Stephens Inc
Arkansas
$860K -$1.29K -12 -0.1%
HNWAG
325
High Net Worth Advisory Group
Florida
$851K – – –
11 12
13
14 15