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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 %
SEIA
451
Signature Estate & Investment Advisors
California
$461K -$412K -3,828 -47%
BCI
452
Brinker Capital Investments
Pennsylvania
$461K +$215K +2,000 +88%
OPS
453
Orion Portfolio Solutions
Nebraska
$461K +$215K +2,000 +88%
DWT
454
Dorsey & Whitney Trust
South Dakota
$457K +$457K +4,243 New
QPWM
455
Quadrant Private Wealth Management
Pennsylvania
$452K +$77.7K +722 +21%
FA
456
Fiducient Advisors
Illinois
$452K +$538 +5 +0.1%
QCG
457
Quadrant Capital Group
Ohio
$448K – – –
BI
458
Beckerman Institutional
New Jersey
$445K +$445K +4,129 New
IFA
459
Index Fund Advisors
California
$443K +$1.08K +10 +0.2%
GAM
460
Gotham Asset Management
New York
$442K – – –
LA
461
Lane & Associates
New Jersey
$438K -$4.09K -38 -0.9%
CPSAC
462
Chas P. Smith & Associates (CPS)
Florida
$434K -$22.5K -209 -5%
MCM
463
Maple Capital Management
Vermont
$430K -$15.7K -146 -4%
VCP
464
Vista Capital Partners
Oregon
$428K – – –
KFP
465
KMG Fiduciary Partners
Ohio
$428K – – –
CIA
466
Capital Investment Advisors
Georgia
$427K – – –
SFC
467
SYM Financial Corp
Indiana
$427K – – –
VNA
468
Valley National Advisers
Pennsylvania
$426K – – –
HNB
469
Hilltop National Bank
Wyoming
$425K -$53.3K -495 -11%
MCCA
470
Mill Creek Capital Advisors
Pennsylvania
$414K -$84.4K -784 -17%
MWA
471
Monograph Wealth Advisors
California
$414K – – –
WS
472
Wedbush Securities
California
$411K -$14.2K -132 -3%
JF
473
JSF Financial
California
$411K +$3.88K +36 +1%
MSWM
474
McGlone Suttner Wealth Management
Wisconsin
$410K +$10.8K +100 +3%
CCA
475
Clearwater Capital Advisors
Illinois
$409K – – –
17 18
19
20 21