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

771 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, 282 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
+40
Holders Change %
+5.47%
% of All Funds
11.15%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.29%
New
71
Increased
238
Reduced
282
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 %
LBC
526
Lowe Brockenbrough & Co
Virginia
$302K -$6.89K -64 -2%
FSA
527
Fort Sheridan Advisors
Illinois
$300K – – –
NWMG
528
National Wealth Management Group
Ohio
$298K -$45.3K -421 -13%
DC
529
Destiny Capital
Colorado
$294K +$42.7K +400 +17%
BBPWM
530
Blue Bell Private Wealth Management
Pennsylvania
$293K -$29K -269 -9%
WAP
531
Wealthcare Advisory Partners
Pennsylvania
$290K -$1.62K -15 -0.6%
AW
532
Avion Wealth
Texas
$289K -$8.69K -81 -3%
BFS
533
Bradley Foster & Sargent
Connecticut
$286K -$1.72K -16 -0.6%
FP
534
Financial Perspectives
Minnesota
$285K +$754 +7 +0.3%
KOC
535
Koss-Olinger Consulting
Florida
$283K +$430 +4 +0.2%
RPSA
536
Richard P. Slaughter Associates
Texas
$282K -$68.4K -635 -20%
MIC
537
Means Investment Company
Maine
$280K +$861 +8 +0.3%
CFS
538
CGC Financial Services
Oregon
$280K +$14.4K +134 +5%
LPP
539
Life Planning Partners
Florida
$279K -$58.7K -545 -17%
MFC
540
Mechanics Financial Corp
Ohio
$277K – – –
PTC
541
Private Trust Company
Ohio
$277K -$1.08K -10 -0.4%
AEPWM
542
Atlantic Edge Private Wealth Management
Florida
$276K +$11.8K +110 +4%
SWM
543
Sterling Wealth Management
Illinois
$275K +$215 +2 +0.1%
WF
544
Warner Financial
Maryland
$272K +$431 +4 +0.2%
IWA
545
Inspirion Wealth Advisors
Illinois
$272K – – –
PPW
546
Parcion Private Wealth
Washington
$270K – – –
MPWT
547
MassMutual Private Wealth & Trust
Connecticut
$269K – – –
ACM
548
Advisors Capital Management
New Jersey
$269K -$132K -1,223 -33%
SFPM
549
Sensible Financial Planning & Management
Massachusetts
$269K +$269K +2,495 New
FWTB
550
First Western Trust Bank
Colorado
$268K – – –
20 21
22
23 24