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

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.

New
Increased
Maintained
Reduced
Closed
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

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$43.5M
2
Bank of America
Bank of America
North Carolina
$380M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$81M
4
CCFM
Clear Creek Financial Management
Washington
$11.3M
5
Wells Fargo
Wells Fargo
California
$150M

Top Sellers

1
WIA
World Investment Advisors
California
$734K
2
M&T Bank
M&T Bank
New York
$132M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$283M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$66.9M
5
Prudential Financial
Prudential Financial
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWP
126
Accretive Wealth Partners
New Jersey
$5.25M -$10.5K -97 -0.2%
QC
127
Quent Capital
New York
$5.16M +$74.3K +684 +1%
ACIM
128
Azimuth Capital Investment Management
Michigan
$5.06M -$217K -2,000 -4%
EWA
129
EP Wealth Advisors
California
$4.99M +$1.01M +9,272 +25%
CGA
130
Crescent Grove Advisors
Illinois
$4.99M +$16K +147 +0.3%
Pathstone Holdings
131
Pathstone Holdings
New Jersey
$4.99M +$133K +1,225 +3%
PAI
132
Pittenger & Anderson Inc
Nebraska
$4.96M – – –
LFAS
133
Level Four Advisory Services
Texas
$4.93M +$29.7K +273 +0.6%
ASN
134
Advisory Services Network
Georgia
$4.85M -$54.4K -501 -1%
GT
135
Greenleaf Trust
Michigan
$4.83M -$28.1K -259 -0.6%
LFS
136
Lutz Financial Services
Nebraska
$4.78M -$11.5K -106 -0.2%
SCG
137
Sonata Capital Group
Washington
$4.78M +$31.3K +288 +0.7%
DIP
138
DT Investment Partners
Pennsylvania
$4.77M – – –
EK
139
Evensky & Katz
Florida
$4.76M -$143K -1,317 -3%
EWM
140
Empirical Wealth Management
Washington
$4.71M – – –
PA
141
Parallel Advisors
California
$4.7M -$120K -1,108 -2%
CFG
142
Clayton Financial Group
Missouri
$4.59M +$138K +1,273 +3%
PAG
143
Private Advisor Group
New Jersey
$4.54M +$1.36M +12,534 +43%
LC
144
LTG Capital
Massachusetts
$4.47M +$9.56K +88 +0.2%
GLLW
145
Graves Light Lenhart Wealth
Virginia
$4.41M +$72.6K +668 +2%
BHIA
146
Birch Hill Investment Advisors
Massachusetts
$4.38M +$292K +2,688 +7%
PFGIA
147
Patriot Financial Group Insurance Agency
Massachusetts
$4.38M +$180K +1,653 +4%
ATPW
148
Ashton Thomas Private Wealth
Arizona
$4.35M +$1.51M +13,948 +53%
AWE
149
Avidian Wealth Enterprises
Texas
$4.35M -$146K -1,340 -3%
CA
150
Centerpoint Advisors
Massachusetts
$4.33M -$154K -1,422 -3%
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