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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 %
GC
501
Grimes & Company
Massachusetts
$351K -$4.84K -45 -1%
AFP
502
Ausdal Financial Partners
Iowa
$351K -$1.62K -15 -0.5%
WH
503
Willner & Heller
California
$345K +$1.83K +17 +0.5%
AF
504
Amara Financial
California
$334K +$334K +3,106 New
MC
505
Moors & Cabot
Massachusetts
$334K -$8.51K -79 -2%
S
506
SimplyRich
California
$333K – – –
SGI
507
Summit Global Investments
Utah
$332K – – –
CIA
508
Compass Ion Advisors
Pennsylvania
$332K +$861 +8 +0.3%
EW
509
Element Wealth
Mississippi
$329K +$31.7K +294 +11%
CFGS
510
Concourse Financial Group Securities
Alabama
$326K -$44.5K -413 -12%
SC
511
SouthState Corp
Florida
$325K +$13.5K +125 +4%
HR
512
Howe & Rusling
New York
$325K – – –
B
513
Bensler
Washington
$324K -$30.3K -281 -9%
DC
514
Davenport & Co
Virginia
$320K +$44.3K +411 +16%
GTAM
515
Global Trust Asset Management
Florida
$320K – – –
SPL
516
Smart Portfolios LLC
Washington
$320K +$18.5K +172 +6%
RWP
517
RWA Wealth Partners
Massachusetts
$320K -$207K -1,923 -39%
TA
518
TrueWealth Advisors
Alabama
$316K – – –
CL
519
CIM LLC
New York
$315K – – –
CWC
520
Carolinas Wealth Consulting
North Carolina
$315K – – –
CAG
521
Crestwood Advisors Group
Massachusetts
$314K – – –
AF
522
Advisornet Financial
Minnesota
$308K -$188K -1,742 -38%
WI
523
Wintrust Investments
Illinois
$306K -$2.72M -25,327 -90%
MCM
524
MV Capital Management
Maryland
$304K – – –
CWS
525
Confluence Wealth Services
Pennsylvania
$303K +$215 +2 +0.1%
19 20
21
22 23