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iShares S&P Small-Cap 600 Value ETF

814 hedge funds and large institutions have $4.4B 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, 255 reducing their positions, and 40 closing their positions.

Holders
814
Holders Change
+43
Holders Change %
+5.58%
% of All Funds
10.84%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
99
Increased
272
Reduced
255
Closed
40
Calls
$2.28M
Puts
$814K
Net Calls
+$1.47M
Net Calls Change
+$799K
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
51
Lido Advisors
California
$14M -$5.13M -47,219 -27%
KeyBank National Association
52
KeyBank National Association
Ohio
$14M -$107K -986 -0.8%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$13.7M -$66.5K -612 -0.5%
Comerica Bank
54
Comerica Bank
Texas
$12.3M -$65.6K -604 -0.5%
FAN
55
Financial Advisors Network
California
$11.9M +$11.9M +109,594 New
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$11.5M +$993K +9,146 +9%
CCFM
57
Clear Creek Financial Management
Washington
$11.3M +$10.5M +96,425 +1,294%
WA
58
Wealth Architects
California
$10.9M -$123K -1,133 -1%
CIBC World Market
59
CIBC World Market
Ontario, Canada
$10.9M -$348K -3,208 -3%
CP
60
Covenant Partners
Tennessee
$10.7M -$570K -5,248 -5%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$10.2M +$330K +3,034 +3%
KPWS
62
Kestra Private Wealth Services
Texas
$10.2M +$1.31M +12,057 +15%
AAS
63
Avantax Advisory Services
Texas
$10.2M +$416K +3,834 +4%
LSA
64
Lansing Street Advisors
Pennsylvania
$10.1M +$1.27M +11,701 +14%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$9.83M -$7.74M -71,283 -44%
RFA
66
RTD Financial Advisors
Pennsylvania
$9.77M +$216K +1,988 +2%
AMG
67
Asset Management Group
Connecticut
$9.71M -$69.1K -636 -0.7%
JWA
68
JFS Wealth Advisors
Pennsylvania
$9.68M -$406K -3,737 -4%
PFS
69
Prospera Financial Services
Texas
$9.51M +$92.8K +854 +1%
ADL
70
Asset Dedication LLC
California
$9.36M -$891K -8,201 -9%
LSPW
71
Lake Street Private Wealth
Illinois
$9.32M +$2.78M +25,558 +42%
BF
72
BOK Financial
Oklahoma
$9.31M +$55.7K +526 +0.6%
ODIJL
73
One Day In July LLC
Vermont
$9.19M -$374K -3,441 -4%
GT
74
Glenmede Trust
Pennsylvania
$9M -$251K -2,311 -3%
SFP
75
Sterling Financial Planning
New Jersey
$8.79M -$108K -992 -1%