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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

814 hedge funds and large institutions have $4.4B 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, 255 reducing their positions, and 40 closing their positions.

Holders
814
Holders Change
+43
Holders Change %
+5.58%
% of All Funds
10.84%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
99
Increased
272
Reduced
255
Closed
40
Calls
$2.28M
Puts
$814K
Net Calls
+$1.47M
Net Calls Change
+$799K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$43.5M
2
Bank of America
2
Bank of America
North Carolina
$380M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$81M
4
CCFM
4
Clear Creek Financial Management
Washington
$11.3M
5
Wells Fargo
5
Wells Fargo
California
$150M

Top Sellers

1
WIA
1
World Investment Advisors
California
$734K
2
M&T Bank
2
M&T Bank
New York
$132M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$283M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$66.9M
5
Prudential Financial
5
Prudential Financial
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
B
26
Bailard
California
$33.2M +$577K +5,310 +2%
EWA
27
Exencial Wealth Advisors
Oklahoma
$32.5M -$877K -8,079 -3%
PHAM
28
Palisades Hudson Asset Management
Florida
$31.6M -$142K -1,306 -0.4%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$29M +$1M +9,245 +4%
SFI
30
SPC Financial Inc
Maryland
$26.1M +$526K +4,843 +2%
Mariner
31
Mariner
Kansas
$24.1M -$1.4M -12,873 -5%
HWA
32
Heartwood Wealth Advisors
Virginia
$22.9M +$238K +2,188 +1%
GIA
33
GHP Investment Advisors
Colorado
$22.5M -$102K -943 -0.5%
UCFA
34
United Capital Financial Advisors
Texas
$22.2M -$468K -4,310 -2%
Osaic Holdings
35
Osaic Holdings
Arizona
$22.1M +$6.36M +58,538 +40%
Cerity Partners
36
Cerity Partners
New York
$22M +$630K +5,800 +3%
Kovitz Investment Group Partners
37
Kovitz Investment Group Partners
Illinois
$21.6M +$191K +1,763 +0.9%
Truist Financial
38
Truist Financial
North Carolina
$20.9M -$611K -5,628 -3%
SC
39
Savant Capital
Illinois
$20.1M -$2.56M -23,537 -11%
MCM
40
MAI Capital Management
Ohio
$19.6M +$1.71M +15,758 +10%
PA
41
Probity Advisors
Texas
$19M -$2.93M -26,986 -13%
Goldman Sachs
42
Goldman Sachs
New York
$18.7M -$6.73M -61,935 -26%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$17.7M +$375K +3,452 +2%
Creative Planning
44
Creative Planning
Kansas
$17.6M +$2.65M +24,379 +18%
WA
45
Waverly Advisors
Alabama
$17.4M -$461K -4,247 -3%
EIP
46
Ellis Investment Partners
Pennsylvania
$17M +$625K +5,754 +4%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$16.2M +$5.12M +47,169 +46%
PFM
48
Phillips Financial Management
Indiana
$15.4M -$5.09M -46,863 -25%
MGIA
49
Moneta Group Investment Advisors
Missouri
$15M -$1.34M -12,295 -8%
Financial Engines Advisors
50
Financial Engines Advisors
California
$14.5M +$5.53M +50,882 +62%
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