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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 %
WT
501
Whittier Trust
California
$378K +$15.5K +143 +4%
AFG
502
Altiora Financial Group
Ohio
$376K – – –
AFP
503
Ausdal Financial Partners
Iowa
$375K +$21.6K +199 +6%
MWM
504
Marion Wealth Management
Pennsylvania
$375K – – –
SFPG
505
Stonebridge Financial Planning Group
Florida
$373K +$10.1K +93 +3%
JE
506
JMAC Enterprises
Pennsylvania
$369K – – –
IIL
507
Insight Inv LLC
California
$366K +$319K +2,933 +670%
WH
508
Willner & Heller
California
$362K +$14.7K +135 +4%
MBT
509
Montecito Bank & Trust
California
$361K – – –
CWP
510
Curated Wealth Partners
California
$359K +$140K +1,293 +64%
WDG
511
Wealth Dimensions Group
Ohio
$358K -$23.2K -214 -6%
KBFS
512
Kohmann Bosshard Financial Services
Ohio
$356K +$109 +1 +0%
GC
513
Grimes & Company
Massachusetts
$351K -$2.72K -25 -0.8%
CL
514
CIM LLC
New York
$351K +$33.5K +308 +11%
CIA
515
Compass Ion Advisors
Pennsylvania
$349K +$14.1K +130 +4%
Principal Financial Group
516
Principal Financial Group
Iowa
$343K +$343K +3,161 New
CWC
517
Carolinas Wealth Consulting
North Carolina
$340K +$22.8K +210 +7%
AF
518
Amara Financial
California
$339K +$1.63K +15 +0.5%
CIA
519
Capital Investment Advisors
Georgia
$336K -$94.7K -872 -22%
S
520
SimplyRich
California
$336K – – –
SGI
521
Summit Global Investments
Utah
$335K – – –
EW
522
Element Wealth
Mississippi
$333K +$1.3K +12 +0.4%
Millennium Management
523
Millennium Management
New York
$332K +$332K +3,060 New
FA
524
Fiducient Advisors
Illinois
$332K -$124K -1,143 -27%
CFGS
525
Concourse Financial Group Securities
Alabama
$332K -$5.23K -47 -2%
19 20
21
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