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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 %
PAI
126
Pittenger & Anderson Inc
Nebraska
$4.92M – – –
EK
127
Evensky & Katz
Florida
$4.86M -$134K -1,244 -3%
1IA
128
1834 Investment Advisors
Wisconsin
$4.83M -$492K -4,571 -9%
GSWM
129
Greenup Street Wealth Management
Michigan
$4.82M +$4.56M +42,335 +1,744%
GT
130
Greenleaf Trust
Michigan
$4.82M -$35.7K -332 -0.7%
Pathstone Holdings
131
Pathstone Holdings
New Jersey
$4.81M +$543K +5,044 +13%
PA
132
Parallel Advisors
California
$4.78M +$138K +1,280 +3%
LFAS
133
Level Four Advisory Services
Texas
$4.77M – – –
LFS
134
Lutz Financial Services
Nebraska
$4.75M -$24K -223 -0.5%
SFS
135
Sowell Financial Services
Arkansas
$4.75M +$74.1K +688 +2%
DIP
136
DT Investment Partners
Pennsylvania
$4.73M – – –
SCG
137
Sonata Capital Group
Washington
$4.7M -$168K -1,558 -3%
EWM
138
Empirical Wealth Management
Washington
$4.67M -$243K -2,256 -5%
AWE
139
Avidian Wealth Enterprises
Texas
$4.45M -$261K -2,420 -6%
CA
140
Centerpoint Advisors
Massachusetts
$4.44M -$28.4K -264 -0.6%
LC
141
LTG Capital
Massachusetts
$4.42M -$24.5K -228 -0.6%
CFG
142
Clayton Financial Group
Missouri
$4.41M +$211K +1,962 +5%
ASN
143
Advisory Services Network
Georgia
$4.39M – – –
SP
144
Sequent Planning
Nebraska
$4.38M -$389K -3,614 -8%
FCFC
145
First Citizens Financial Corp
Iowa
$4.31M -$4.74K -44 -0.1%
GLLW
146
Graves Light Lenhart Wealth
Virginia
$4.3M +$20.3K +189 +0.5%
BWM
147
BKM Wealth Management
Wisconsin
$4.29M -$3.02K -28 -0.1%
PFGIA
148
Patriot Financial Group Insurance Agency
Massachusetts
$4.16M +$114K +1,063 +3%
BHIA
149
Birch Hill Investment Advisors
Massachusetts
$4.06M +$631K +5,858 +18%
FMC
150
First Merchants Corp
Indiana
$4.02M -$164K -1,519 -4%
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