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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 %
GIA
476
Gladstone Institutional Advisory
Florida
$407K +$31.3K +291 +8%
SAM
477
Silvercrest Asset Management
New York
$402K +$5.38K +50 +1%
SYBT
478
Stock Yards Bank & Trust
Kentucky
$402K – – –
PSF
479
Pacific Sun Financial
California
$402K -$5.17K -48 -1%
TFS
480
Thoroughbred Financial Services
Tennessee
$399K +$14.9K +138 +4%
VA
481
Valmark Advisers
Ohio
$396K -$62.9K -584 -14%
KWS
482
Keystone Wealth Services
California
$394K +$56.7K +527 +17%
9WM
483
9258 Wealth Management
Ohio
$394K – – –
SWA
484
Stratos Wealth Advisors
Ohio
$393K +$7.97K +74 +2%
RCAG
485
Rehmann Capital Advisory Group
Michigan
$388K -$20.4K -189 -5%
Bessemer Group
486
Bessemer Group
New Jersey
$386K – – –
ML
487
Mayport LLC
Massachusetts
$385K +$108 +1 +0%
DWM
488
Dakota Wealth Management
Florida
$383K +$1.94K +18 +0.5%
SCM
489
Sage Capital Management
New Jersey
$382K -$48.9K -454 -11%
NFG
490
Nations Financial Group
Iowa
$382K -$2.91K -27 -0.8%
WDG
491
Wealth Dimensions Group
Ohio
$378K -$19.2K -178 -5%
AFG
492
Altiora Financial Group
Ohio
$373K – – –
MWM
493
Marion Wealth Management
Pennsylvania
$371K +$116K +1,076 +45%
JE
494
JMAC Enterprises
Pennsylvania
$366K – – –
MWM
495
Modern Wealth Management
Kansas
$366K -$11.1K -103 -3%
SFPG
496
Stonebridge Financial Planning Group
Florida
$360K -$69.3K -644 -16%
WT
497
Whittier Trust
California
$359K – – –
MBT
498
Montecito Bank & Trust
California
$358K – – –
KBFS
499
Kohmann Bosshard Financial Services
Ohio
$353K – – –
BFO
500
Boston Family Office
Massachusetts
$352K – – –
18 19
20
21 22