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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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$385M 3,542,441 +56,389 +2%
Bank of America
2
Bank of America
North Carolina
$380M 3,501,418 +137,751 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$283M 2,601,278 -221,169 -8%
RFC
4
Regions Financial Corp
Alabama
$163M 1,498,918 +3,188 +0.2%
Wells Fargo
5
Wells Fargo
California
$150M 1,385,040 +86,222 +7%
M&T Bank
6
M&T Bank
New York
$132M 1,216,170 -300,225 -20%
UBS Group
7
UBS Group
Switzerland
$128M 1,182,844 +4,292 +0.4%
PCIA
8
Prime Capital Investment Advisors
Kansas
$96.6M 889,325 -21,765 -2%
Ameriprise
9
Ameriprise
Minnesota
$87M 800,828 -1,318 -0.2%
MWM
10
Modera Wealth Management
New Jersey
$81.7M 752,320 -11,180 -1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$81M 746,087 +98,714 +15%
LPL Financial
12
LPL Financial
California
$79.5M 731,544 -40,572 -5%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$72.7M 668,998 -5,697 -0.8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$66.9M 615,590 -84,238 -12%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$52.9M 486,652 +32,247 +7%
Raymond James Financial
16
Raymond James Financial
Florida
$49.1M 452,387 +452,387 New
OCM
17
One Capital Management
California
$45.2M 416,416 -20,896 -5%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$43.9M 403,877 +32,581 +9%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$43.5M 400,297 +389,520 +3,614%
HighTower Advisors
20
HighTower Advisors
Illinois
$41.4M 381,256 +24,475 +7%
Stifel Financial
21
Stifel Financial
Missouri
$38.4M 353,427 -6,993 -2%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$37.9M 349,120 +30,381 +10%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$36.3M 334,065 +15,420 +5%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$34.8M 320,061 -2,362 -0.7%
GHA
25
GW Henssler & Associates
Georgia
$33.4M 309,922 -4,172 -1%