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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 %
BBPWM
551
Blue Bell Private Wealth Management
Pennsylvania
$296K – – –
LBC
552
Lowe Brockenbrough & Co
Virginia
$293K -$10.9K -100 -4%
WF
553
Warner Financial
Maryland
$292K +$18.3K +169 +7%
FP
554
Financial Perspectives
Minnesota
$289K +$652 +6 +0.2%
MIC
555
Means Investment Company
Maine
$283K +$977 +9 +0.3%
LPP
556
Life Planning Partners
Florida
$282K – – –
KWA
557
Kingswood Wealth Advisors
California
$282K +$282K +2,592 New
CP
558
Cornerstone Planning
North Carolina
$281K +$281K +2,583 New
MFC
559
Mechanics Financial Corp
Ohio
$280K – – –
AEPWM
560
Atlantic Edge Private Wealth Management
Florida
$279K – – –
SWM
561
Sterling Wealth Management
Illinois
$278K +$109 +1 +0%
HSA
562
HBK Sorce Advisory
Pennsylvania
$278K +$278K +2,556 New
FFG
563
Foundry Financial Group
New Hampshire
$274K -$3.41M -31,397 -93%
IWA
564
Inspirion Wealth Advisors
Illinois
$273K – – –
PPW
565
Parcion Private Wealth
Washington
$272K – – –
MPWT
566
MassMutual Private Wealth & Trust
Connecticut
$272K – – –
AQR Capital Management
567
AQR Capital Management
Connecticut
$272K +$272K +2,500 New
WAP
568
Wealthcare Advisory Partners
Pennsylvania
$271K -$22.4K -206 -8%
FWTB
569
First Western Trust Bank
Colorado
$270K – – –
BFS
570
Bradley Foster & Sargent
Connecticut
$267K -$21.5K -198 -7%
Luther King Capital Management (LKCM)
571
Luther King Capital Management (LKCM)
Texas
$266K -$302K – –
MCM
572
MidAtlantic Capital Management
Virginia
$264K -$1.09K -10 -0.4%
TC
573
TownSquare Capital
Utah
$261K +$45.5K +419 +21%
BNP Paribas Financial Markets
574
BNP Paribas Financial Markets
France
$260K +$121K +1,114 +87%
AFA
575
American Financial Advisors
Georgia
$258K -$1.09K -10 -0.4%
21 22
23
24 25