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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 %
HCP
576
Hardin Capital Partners
South Carolina
$256K – – –
WC
577
Weil Company
California
$253K +$217 +2 +0.1%
QCG
578
Quadrant Capital Group
Ohio
$253K -$199K -1,833 -44%
HWM
579
HB Wealth Management
Georgia
$253K +$253K +2,329 New
CFS
580
Cannon Financial Strategists
Georgia
$251K – – –
MBFW
581
Morton Brown Family Wealth
Pennsylvania
$250K – – –
SSB
582
Sandy Spring Bank
Maryland
$250K – – –
MIM
583
Marco Investment Management
Georgia
$249K – – –
TH
584
Team Hewins
California
$248K – – –
CFS
585
CGC Financial Services
Oregon
$247K -$35.4K -326 -13%
PJWM
586
Philip James Wealth Mangement
Georgia
$245K +$1.09K +10 +0.4%
HIMC
587
Heritage Investors Management Corp
Maryland
$244K – – –
CFG
588
Cosner Financial Group
Colorado
$244K – – –
CWA
589
CogentBlue Wealth Advisors
Tennessee
$244K +$244K +2,242 New
FM
590
Foster & Motley
Ohio
$243K +$217 +2 +0.1%
VFG
591
Victory Financial Group
Texas
$243K +$243K +2,233 New
KFP
592
Keener Financial Planning
Texas
$241K – – –
PAM
593
Peak Asset Management
Colorado
$239K – – –
SFS
594
Sharp Financial Services
Pennsylvania
$239K – – –
FT
595
Fiduciary Trust
Massachusetts
$239K – – –
FDCDDQ
596
Federation des caisses Desjardins du Quebec
Quebec, Canada
$237K – – –
FWMP
597
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$235K +$235K +2,164 New
EW
598
Evoke Wealth
California
$235K – – –
PWM
599
Perigon Wealth Management
California
$235K +$10.5K +95 +5%
BFC
600
Bedel Financial Consulting
Indiana
$235K +$235K +2,122 New
22 23
24
25 26