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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 %
EW
576
Evoke Wealth
California
$233K +$233K +2,163 New
GWP
577
Gen-Wealth Partners
Michigan
$232K – – –
HFS
578
Heritage Financial Services
Massachusetts
$229K – – –
GPA
579
Guidance Point Advisors
Massachusetts
$228K +$215 +2 +0.1%
FMII
580
Farmers & Merchants Investments Inc
Nebraska
$226K – – –
PFA
581
Petra Financial Advisors
Colorado
$225K – – –
ATS
582
Ashton Thomas Securities
New York
$224K +$5.71K +53 +3%
BFG
583
Bleakley Financial Group
New Jersey
$221K +$221K +2,055 New
KWAG
584
Kiely Wealth Advisory Group
North Carolina
$220K – – –
PWM
585
Perigon Wealth Management
California
$220K -$4.63K -43 -2%
PPA
586
Painted Porch Advisors
California
$218K – – –
VF
587
Vawter Financial
Ohio
$217K +$217K +2,020 New
CWM
588
Congress Wealth Management
Massachusetts
$217K +$217K +2,018 New
SI
589
Saxon Interests
Texas
$217K +$217K +2,014 New
CWP
590
Curated Wealth Partners
California
$216K +$216K +2,008 New
GFA
591
Gallagher Fiduciary Advisors
Illinois
$216K +$216K +2,004 New
IIC
592
Integrated Investment Consultants
Michigan
$215K -$28.2K -262 -12%
JWM
593
Jeppson Wealth Management
California
$215K +$215K +2,000 New
BOPW
594
Brandywine Oak Private Wealth
Pennsylvania
$214K +$214K +1,990 New
MFWP
595
Mosaic Family Wealth Partners
Missouri
$214K +$214K +1,990 New
TC
596
TownSquare Capital
Utah
$214K -$92.6K -860 -30%
SCP
597
Sivia Capital Partners
California
$213K +$213K +1,981 New
CTA
598
Camelot Technology Advisors
California
$213K +$213K +1,975 New
CM
599
Columbus Macro
Pennsylvania
$212K +$212K +1,970 New
CT
600
Coastline Trust
Rhode Island
$212K +$212K +1,967 New
22 23
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