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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 %
NP
426
NorthRock Partners
Minnesota
$566K +$1.74K +16 +0.3%
CIAS
427
Capital Investment Advisory Services
North Carolina
$557K -$8.58K -79 -2%
CSA
428
Cottage Street Advisors
Massachusetts
$555K – – –
BC
429
Barrett & Company
Rhode Island
$555K +$977 +9 +0.2%
FHA
430
First Horizon Advisors
Tennessee
$549K +$19.4K +179 +4%
SFG
431
Sage Financial Group
Pennsylvania
$548K +$66.9K +616 +14%
CI
432
Conning Inc
Connecticut
$548K -$252K -2,324 -32%
QWP
433
Quotient Wealth Partners
Texas
$545K -$109 -1 -0%
PFA
434
Pure Financial Advisors
California
$539K -$9.78K -90 -2%
RWP
435
RWA Wealth Partners
Massachusetts
$537K +$215K +1,976 +67%
First Trust Advisors
436
First Trust Advisors
Illinois
$536K -$9.34K -86 -2%
CFP
437
Cypress Financial Planning
New Jersey
$535K +$434 +4 +0.1%
Betterment LLC
438
Betterment LLC
New York
$535K +$27.9K +257 +6%
SEIA
439
Signature Estate & Investment Advisors
California
$534K +$68.9K +634 +15%
SW
440
SkyOak Wealth
Michigan
$533K +$41.9K +386 +9%
FSG
441
Financial Strategies Group
Michigan
$533K +$3.49K +33 +0.7%
JWCA
442
J.W. Cole Advisors
Florida
$531K +$24.4K +225 +5%
KFI
443
Key Financial Inc
Pennsylvania
$526K -$5.43K -50 -1%
RSWM
444
Robertson Stephens Wealth Management
California
$517K +$1.41K +13 +0.3%
RPCONE
445
Retirement Planning Company of New England
Rhode Island
$516K – – –
SDWMA
446
Schneider Downs Wealth Management Advisors
Pennsylvania
$513K +$2.06K +19 +0.4%
FAC
447
Financial Advisory Corporation
Michigan
$508K +$508K +4,676 New
MWM
448
Modern Wealth Management
Kansas
$505K +$136K +1,250 +37%
IA
449
IFG Advisors
Missouri
$503K +$4.13K +38 +0.8%
NFG
450
Nations Financial Group
Iowa
$501K +$116K +1,070 +30%
16 17
18
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