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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 %
DIA
401
Dana Investment Advisors
Wisconsin
$615K +$36.9K +340 +6%
DADC
402
D.A. Davidson & Co
Montana
$614K +$217 +2 +0%
PRS
403
Pinkerton Retirement Specialists
Idaho
$611K +$611K +5,626 New
MWP
404
Meredith Wealth Planning
Illinois
$609K +$1.74K +16 +0.3%
CFD
405
Creative Financial Designs
Indiana
$605K +$35.8K +330 +6%
DWP
406
Daymark Wealth Partners
Ohio
$598K -$123K -1,129 -17%
PIA
407
Panoramic Investment Advisors
Colorado
$595K +$54.3K +500 +10%
RIA
408
Richwood Investment Advisors
Ohio
$591K – – –
Charles Schwab
409
Charles Schwab
California
$589K -$28.5K -262 -5%
LWL
410
Leo Wealth LLC
Texas
$588K +$2.06K +19 +0.4%
CAM
411
Cozad Asset Management
Illinois
$587K +$434 +4 +0.1%
VWM
412
Valley Wealth Managers
New Jersey
$585K -$100K -921 -15%
AIA
413
Accelerate Investment Advisors
California
$585K +$31.4K +289 +6%
GRP
414
Global Retirement Partners
California
$581K -$2.78M -25,592 -83%
TC
415
TAP Consulting
Missouri
$581K +$2.93K +27 +0.5%
SMA
416
Sage Mountain Advisors
Georgia
$580K – – –
CWM
417
Cornerstone Wealth Management
Missouri
$580K +$74.8K +689 +15%
NWM
418
Northwest Wealth Management
Iowa
$579K -$31.3K -288 -5%
SCA
419
Snowden Capital Advisors
New York
$577K – – –
Chevy Chase Trust
420
Chevy Chase Trust
Maryland
$577K +$82.1K +756 +17%
FF
421
Finley Financial
Nevada
$576K +$576K +5,250 New
AC
422
AWM Capital
Arizona
$572K -$326 -3 -0.1%
QPWM
423
Quadrant Private Wealth Management
Pennsylvania
$569K +$112K +1,033 +25%
Kayne Anderson Rudnick Investment Management
424
Kayne Anderson Rudnick Investment Management
California
$568K +$556K +5,121 +4,698%
CWM
425
Congress Wealth Management
Massachusetts
$566K +$347K +3,192 +158%
15 16
17
18 19