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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 %
BL
451
BFSG LLC
California
$498K -$9.23K -85 -2%
SAM
452
Silvercrest Asset Management
New York
$494K +$88.6K +816 +22%
SIC
453
Shoker Investment Counsel
Ohio
$494K – – –
NFP
454
NorthLanding Financial Partners
New York
$487K +$1.52K +14 +0.3%
BCG
455
Breakwater Capital Group
New Jersey
$485K -$8.58K -79 -2%
AWA
456
Arkadios Wealth Advisors
Georgia
$484K +$12.5K +115 +3%
GA
457
Greenspring Advisors
Maryland
$483K – – –
DAS
458
Dynamic Advisor Solutions
Arizona
$482K -$81.7K -752 -14%
PPH
459
Pure Portfolios Holdings
Oregon
$481K +$3.8K +35 +0.8%
TRIA
460
Trail Ridge Investment Advisors
Colorado
$475K -$1.3K -12 -0.3%
SCM
461
SOL Capital Management
Maryland
$474K -$26.1K -240 -5%
KFP
462
KMG Fiduciary Partners
Ohio
$469K +$37.8K +348 +9%
UFA
463
Uptown Financial Advisors
Texas
$466K +$466K +4,291 New
VCP
464
Vista Capital Partners
Oregon
$465K +$33K +304 +8%
DWT
465
Dorsey & Whitney Trust
South Dakota
$461K – – –
FGWP
466
Founders Grove Wealth Partners
Virginia
$460K +$460K +4,239 New
LWM
467
LJI Wealth Management
Indiana
$456K -$259K -2,386 -36%
LA
468
Lane & Associates
New Jersey
$452K +$1.88K +17 +0.4%
WPC
469
Wedmont Private Capital
Pennsylvania
$451K -$64.1K -606 -12%
IFA
470
Index Fund Advisors
California
$448K +$977 +9 +0.2%
BI
471
Beckerman Institutional
New Jersey
$447K -$1.63K -15 -0.4%
MSAM
472
Moloney Securities Asset Management
Missouri
$443K -$41.7K -384 -9%
RCAG
473
Rehmann Capital Advisory Group
Michigan
$436K +$44.4K +409 +11%
MCM
474
Maple Capital Management
Vermont
$434K – – –
SFC
475
SYM Financial Corp
Indiana
$431K – – –
17 18
19
20 21