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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 %
GWP
601
Gen-Wealth Partners
Michigan
$234K – – –
FFM
602
Forum Financial Management
Illinois
$234K +$234K +2,155 New
HFS
603
Heritage Financial Services
Massachusetts
$231K – – –
GPA
604
Guidance Point Advisors
Massachusetts
$231K +$1.09K +10 +0.5%
BFG
605
Bleakley Financial Group
New Jersey
$229K +$6.19K +57 +3%
FMII
606
Farmers & Merchants Investments Inc
Nebraska
$228K – – –
PFA
607
Petra Financial Advisors
Colorado
$227K – – –
AWM
608
Aprio Wealth Management
Georgia
$225K +$225K +2,075 New
ACM
609
Advisors Capital Management
New Jersey
$225K -$46.2K -425 -17%
SG
610
Sharper & Granite
California
$225K -$21.7K -200 -9%
KP
611
Keel Point
Alabama
$224K +$224K +2,066 New
IA
612
IFG Advisory
Georgia
$223K +$223K +2,053 New
PPA
613
Painted Porch Advisors
California
$223K +$2.39K +22 +1%
IIC
614
Integrated Investment Consultants
Michigan
$221K +$4.02K +37 +2%
VF
615
Vawter Financial
Ohio
$219K – – –
GFA
616
Gallagher Fiduciary Advisors
Illinois
$219K +$978 +9 +0.4%
BOPW
617
Brandywine Oak Private Wealth
Pennsylvania
$218K +$2.17K +20 +1%
JWM
618
Jeppson Wealth Management
California
$217K – – –
GSWM
619
Greenup Street Wealth Management
Michigan
$216K -$4.65M -42,776 -96%
CM
620
Columbus Macro
Pennsylvania
$216K +$1.63K +15 +0.8%
CTA
621
Camelot Technology Advisors
California
$215K +$543 +5 +0.3%
MFWP
622
Mosaic Family Wealth Partners
Missouri
$215K -$1.41K -13 -0.7%
SI
623
Saxon Interests
Texas
$214K -$5K -46 -2%
BFA
624
Benningfield Financial Advisors
California
$213K +$213K +1,965 New
CT
625
Coastline Trust
Rhode Island
$213K -$543 -5 -0.3%
23 24
25
26 27