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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 %
HWA
376
Heritage Wealth Advisors
Virginia
$681K – – –
CFFP
377
Center for Financial Planning
Michigan
$678K -$35.8K -330 -5%
OIA
378
OneDigital Investment Advisors
Kansas
$675K -$38.1K -351 -5%
CAM
379
Close Asset Management
United Kingdom
$674K – – –
EFS
380
Essex Financial Services
Connecticut
$670K +$1.96K +18 +0.3%
AIM
381
Anchor Investment Management
South Carolina
$669K – – –
JFG
382
JMG Financial Group
Illinois
$667K +$2.06K +19 +0.3%
BPA
383
Beacon Pointe Advisors
California
$667K +$49.3K +454 +8%
JFA
384
JNBA Financial Advisors
Minnesota
$664K -$41.9K -386 -6%
JIC
385
Johnson Investment Counsel
Ohio
$658K – – –
NOI
386
Newton One Investments
Delaware
$656K +$3.15K +29 +0.5%
BB
387
Busey Bank
Illinois
$656K – – –
HSWM
388
Hubbell Strickland Wealth Management
Louisiana
$654K +$18.7K +172 +3%
PAMG
389
Patton Albertson Miller Group
Tennessee
$651K – – –
FA
390
Financial Alternatives
California
$648K – – –
BHWM
391
Beaird Harris Wealth Management
Texas
$648K +$11.8K +109 +2%
KCM
392
Kendall Capital Management
Maryland
$646K +$19.4K +179 +3%
SWC
393
Spectrum Wealth Counsel
Indiana
$636K +$36.3K +334 +6%
OSAM
394
O'Shaughnessy Asset Management
Connecticut
$634K +$129K +1,184 +25%
GIA
395
Gladstone Institutional Advisory
Florida
$632K +$221K +2,034 +54%
VPWA
396
Vestia Personal Wealth Advisors
Indiana
$631K +$7.06K +65 +1%
VFIC
397
Valley Forge Investment Consultants
Pennsylvania
$622K -$124K -1,143 -17%
EWP
398
Elevation Wealth Partners
California
$621K +$2.72K +25 +0.4%
FTS
399
Fifth Third Securities
Ohio
$616K +$26.5K +244 +4%
SHGA
400
Sand Hill Global Advisors
California
$616K – – –
14 15
16
17 18