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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 %
RPCONE
426
Retirement Planning Company of New England
Rhode Island
$512K -$21.5K -200 -4%
WPC
427
Wedmont Private Capital
Pennsylvania
$512K +$525 +5 +0.1%
RSWM
428
Robertson Stephens Wealth Management
California
$511K -$120K -1,113 -19%
SDWMA
429
Schneider Downs Wealth Management Advisors
Pennsylvania
$506K +$2.15K +20 +0.4%
Betterment LLC
430
Betterment LLC
New York
$503K +$44.2K +410 +10%
BL
431
BFSG LLC
California
$503K -$576K -5,352 -53%
JWCA
432
J.W. Cole Advisors
Florida
$502K +$538 +5 +0.1%
CWM
433
Cornerstone Wealth Management
Missouri
$501K +$95.7K +889 +24%
OSAM
434
O'Shaughnessy Asset Management
Connecticut
$499K +$56K +522 +13%
SCM
435
SOL Capital Management
Maryland
$496K – – –
IA
436
IFG Advisors
Missouri
$495K +$102K +951 +26%
AFS
437
Annapolis Financial Services
Maryland
$491K – – –
Chevy Chase Trust
438
Chevy Chase Trust
Maryland
$491K +$225K +2,090 +85%
SIC
439
Shoker Investment Counsel
Ohio
$489K -$215 -2 -0%
BCG
440
Breakwater Capital Group
New Jersey
$489K -$24.4K -227 -5%
SW
441
SkyOak Wealth
Michigan
$487K -$236K -2,193 -33%
NFP
442
NorthLanding Financial Partners
New York
$481K +$1.29K +12 +0.3%
MSAM
443
Moloney Securities Asset Management
Missouri
$481K -$282K -2,616 -37%
GA
444
Greenspring Advisors
Maryland
$479K +$213K +1,981 +80%
SFG
445
Sage Financial Group
Pennsylvania
$477K – – –
PPH
446
Pure Portfolios Holdings
Oregon
$473K +$473K +4,392 New
AWA
447
Arkadios Wealth Advisors
Georgia
$468K +$11.4K +106 +3%
SAI
448
Savvy Advisors Inc
New York
$466K -$24.8K -230 -5%
TRIA
449
Trail Ridge Investment Advisors
Colorado
$465K -$424 -4 -0.1%
RJT
450
Raymond James Trust
Florida
$463K -$18.3K -170 -4%
16 17
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