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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 %
WPW
626
Watershed Private Wealth
Illinois
$212K – – –
HIA
627
Harbor Investment Advisory
Maryland
$210K – – –
WIM
628
Westside Investment Management
California
$209K +$11.2K +103 +6%
TCOTS
629
Trust Company of the South
North Carolina
$209K – – –
WCF
630
West Coast Financial
California
$208K – – –
KWAG
631
Kiely Wealth Advisory Group
North Carolina
$207K – – –
DWM
632
Drive Wealth Management
Utah
$207K – – –
PG
633
Prostatis Group
Maryland
$203K +$203K +1,872 New
AIA
634
Arcadia Investment Advisors
Idaho
$202K – – –
PMFA
635
Plante Moran Financial Advisors
Michigan
$202K +$34.6K +319 +21%
MA
636
MONECO Advisors
Connecticut
$201K +$201K +1,853 New
JGIA
637
Jackson Grant Investment Advisers
Connecticut
$201K +$978 +9 +0.5%
VCM
638
Vivaldi Capital Management
Illinois
$201K +$201K +1,795 New
JPLA
639
Joseph P. Lucia & Associates
New York
$200K +$200K +1,844 New
NB
640
NBT Bank
New York
$200K -$1.74K -16 -0.9%
AWM
641
AllSquare Wealth Management
New York
$194K – – –
HI
642
Horizon Investments
North Carolina
$192K +$192K +1,772 New
OP
643
ORG Partners
Indiana
$189K -$2.28K -21 -1%
GC
644
Garde Capital
Washington
$186K -$10.5K -97 -5%
FLP
645
Financial Life Planners
Arizona
$183K +$183K +1,685 New
TRCT
646
Tower Research Capital (TRC)
New York
$182K +$180K +1,654 +7,876%
HWA
647
HHM Wealth Advisors
Tennessee
$180K – – –
AssetMark Inc
648
AssetMark Inc
California
$177K +$23.9K +220 +16%
VWA
649
VSM Wealth Advisory
Maryland
$166K +$166K +1,527 New
WCM
650
Winthrop Capital Management
Indiana
$165K +$165K +1,524 New
24 25
26
27 28