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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 %
MAM
351
Mystic Asset Management
Rhode Island
$722K – – –
Brown Advisory
352
Brown Advisory
Maryland
$720K -$43.1K -400 -6%
BGAI
353
Bruce G. Allen Investments
Colorado
$719K +$11.2K +104 +2%
JAG
354
Journey Advisory Group
Kentucky
$718K – – –
DWP
355
Daymark Wealth Partners
Ohio
$714K -$34.2K -318 -5%
BRWA
356
B. Riley Wealth Advisors
Florida
$710K -$889K -8,446 -56%
LWM
357
LJI Wealth Management
Indiana
$709K -$18.2K -169 -3%
CFFP
358
Center for Financial Planning
Michigan
$708K – – –
OIA
359
OneDigital Investment Advisors
Kansas
$707K -$89.4K -830 -11%
JFA
360
JNBA Financial Advisors
Minnesota
$700K -$31.7K -294 -4%
CA
361
CoreCap Advisors
Michigan
$699K +$699K +6,497 New
CT
362
Colonial Trust
South Carolina
$697K +$262K +2,429 +60%
TC
363
TAGStone Capital
North Carolina
$680K +$3.55K +33 +0.5%
VWM
364
Valley Wealth Managers
New Jersey
$679K -$7.86K -73 -1%
HWA
365
Heritage Wealth Advisors
Virginia
$675K – – –
PS
366
Principal Securities
Iowa
$672K -$6.57K -61 -1%
CAM
367
Close Asset Management
United Kingdom
$668K – – –
CA
368
Clearstead Advisors
Ohio
$665K – – –
AIM
369
Anchor Investment Management
South Carolina
$664K +$215K +1,994 +48%
AAS
370
Ameritas Advisory Services
Nebraska
$660K +$67.9K +631 +11%
JFG
371
JMG Financial Group
Illinois
$659K +$7.97K +74 +1%
EFS
372
Essex Financial Services
Connecticut
$656K +$107 +1 +0%
JIC
373
Johnson Investment Counsel
Ohio
$652K +$1.83K +17 +0.3%
BB
374
Busey Bank
Illinois
$650K – – –
NOI
375
Newton One Investments
Delaware
$647K +$3.45K +32 +0.5%
13 14
15
16 17