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

772 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, 283 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+40
Holders Change %
+5.46%
% of All Funds
11.17%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.3%
New
71
Increased
238
Reduced
283
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 %
CT
601
Coastline Trust
Rhode Island
$212K +$212K +1,967 New
WPW
602
Watershed Private Wealth
Illinois
$210K -$17.8K -165 -8%
TCWA
603
Turtle Creek Wealth Advisors
Texas
$210K – – –
HIA
604
Harbor Investment Advisory
Maryland
$208K – – –
TCOTS
605
Trust Company of the South
North Carolina
$207K +$207K +1,920 New
NWAG
606
Net Worth Advisory Group
Utah
$206K +$206K +1,918 New
WCF
607
West Coast Financial
California
$206K +$206K +1,917 New
DWM
608
Drive Wealth Management
Utah
$205K +$205K +1,905 New
AWP
609
Avid Wealth Partners
Texas
$204K +$204K +1,892 New
SEI Investments
610
SEI Investments
Pennsylvania
$203K +$203K +1,883 New
AIA
611
Arcadia Investment Advisors
Idaho
$201K – – –
MWM
612
Mission Wealth Management
California
$200K +$200K +1,861 New
NB
613
NBT Bank
New York
$200K +$124K +1,154 +165%
JGIA
614
Jackson Grant Investment Advisers
Connecticut
$198K +$969 +9 +0.5%
WIM
615
Westside Investment Management
California
$196K +$32.6K +303 +20%
GC
616
Garde Capital
Washington
$195K – – –
AWM
617
AllSquare Wealth Management
New York
$192K – – –
OP
618
ORG Partners
Indiana
$190K -$1.62K -15 -0.8%
FFL
619
Financial Freedom LLC
Ohio
$188K -$244K -2,269 -56%
VWM
620
Venturi Wealth Management
Texas
$185K +$185K +1,719 New
HWA
621
HHM Wealth Advisors
Tennessee
$179K – – –
RA
622
Rise Advisors
New York
$170K +$861 +8 +0.5%
PMFA
623
Plante Moran Financial Advisors
Michigan
$165K +$4.63K +43 +3%
AssetMark Inc
624
AssetMark Inc
California
$151K +$143K +1,326 +1,658%
MIM
625
Macroview Investment Management
Maryland
$151K +$9.9K +92 +7%
23 24
25
26 27