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

771 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, 282 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
+40
Holders Change %
+5.47%
% of All Funds
11.15%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.29%
New
71
Increased
238
Reduced
282
Closed
21
Calls
$1.92M
Puts
$1.25M
Net Calls
+$667K
Net Calls Change
-$82K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$86.4M
2
WIA
World Investment Advisors
California
$39.2M
3
LPL Financial
LPL Financial
California
$83.1M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$69.7M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$15.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$362M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$304M
3
TRCT
Tower Research Capital (TRC)
New York
$2.26K
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$613K
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
751
Arax Advisory Partners
Colorado
$7.04K – – –
BA
752
Ballast Advisors
Minnesota
$6.46K – – –
SWM
753
Sugarloaf Wealth Management
Georgia
$5.63K – – –
BWL
754
Bogart Wealth LLC
Virginia
$5.6K – – –
RIA
755
Realta Investment Advisors
Delaware
$5.48K -$392K -3,652 -99%
EWM
756
EPG Wealth Management
Georgia
$5.38K +$5.38K +50 New
PA
757
Pineridge Advisors
Missouri
$3.46K – – –
ME
758
McIlrath & Eck
Washington
$3.23K -$754 -7 -19%
FDCP
759
Foster Dykema Cabot & Partners
Massachusetts
$2.8K – – –
TRCT
760
Tower Research Capital (TRC)
New York
$2.26K -$8.63M -80,160 -100%
NL
761
NVWM LLC
Pennsylvania
$2.06K +$2.06K +19 New
HGA
762
Hobbs Group Advisors
South Carolina
$1.83K – – –
FWA
763
FSC Wealth Advisors
New York
$1.72K +$108 +1 +7%
AA
764
Ancora Advisors
Ohio
$1.62K -$23.3K -216 -94%
WBC
765
West Branch Capital
Massachusetts
$1.62K +$1.62K +15 New
KA
766
Kozak & Associates
Colorado
$1.44K – – –
EWA
767
EverSource Wealth Advisors
Alabama
$1.4K – – –
FGC
768
Financial Gravity Companies
Texas
$754 +$754 +7 New
IAIM
769
International Assets Investment Management
Florida
$439 +$433 +49,874 +6,804%
DF
770
Dunhill Financial
United Kingdom
$323 +$323 +3 New
IHWM
771
Iron Horse Wealth Management
Iowa
$251 – – –
ICM
772
Islay Capital Management
Texas
$161 +$161 +2 New
HF
773
Halpern Financial
Virginia
$71 -$101K -1,421 -100%
Nisa Investment Advisors
774
Nisa Investment Advisors
Missouri
– -$5.71M -58,700 Closed
PF
775
Prosperitas Financial
California
– -$1.18M -12,134 Closed
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