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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 %
FPCG
326
Forum Private Client Group
Indiana
$850K -$41.8K -388 -5%
SWM
327
SigFig Wealth Management
California
$839K +$154K +1,440 +23%
SIMC
328
Squire Investment Management Company
Utah
$837K +$118K +1,097 +16%
SFC
329
Sprinkle Financial Consultants
Colorado
$837K +$2.91K +27 +0.3%
TIM
330
Thompson Investment Management
Wisconsin
$831K +$17.8K +165 +2%
HBW
331
Hazlett, Burt & Watson
West Virginia
$830K +$5.71K +53 +0.7%
VIA
332
Vickerman Investment Advisors
Washington
$818K -$1.18K -11 -0.1%
NF
333
Nikulski Financial
Iowa
$809K +$1.08K +10 +0.1%
SC
334
Schoolcraft Capital
Colorado
$803K – – –
SWM
335
Spire Wealth Management
Virginia
$802K -$227K -2,110 -22%
CCFM
336
Clear Creek Financial Management
Washington
$802K +$211K +1,964 +36%
CHJWM
337
Carlton Hofferkamp & Jenks Wealth Management
Texas
$795K +$48K +450 +6%
FPGK
338
Financial Partners Group (Kansas)
Kansas
$794K +$2.15K +20 +0.3%
CI
339
Conning Inc
Connecticut
$793K -$599K -5,561 -43%
PPW
340
Presilium Private Wealth
Pennsylvania
$790K -$22.3K -207 -3%
AC
341
Apella Capital
Connecticut
$784K – – –
AFC
342
AFT Forsyth & Company
Florida
$782K +$1.29K +12 +0.2%
BJL
343
Brighton Jones LLC
Washington
$781K +$37.3K +346 +5%
QHA
344
Quarry Hill Advisors
Minnesota
$742K – – –
VFIC
345
Valley Forge Investment Consultants
Pennsylvania
$739K – – –
CFG
346
Citizens Financial Group
Rhode Island
$739K +$2.8K +26 +0.4%
MSWMA
347
Market Street Wealth Management Advisors
Indiana
$737K -$121K -1,125 -14%
IC
348
IEQ Capital
California
$733K +$216K +2,010 +42%
WGC
349
Watts Gwilliam & Co
Arizona
$728K +$728K +6,943 New
ACA
350
Atlas Capital Advisors
Wyoming
$727K – – –
12 13
14
15 16