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iShares S&P Small-Cap 600 Value ETF

712 hedge funds and large institutions have $3.76B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 189 increasing their positions, 287 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
-20
Holders Change %
-2.73%
% of All Funds
11.35%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.3%
New
42
Increased
189
Reduced
287
Closed
54
Calls
$2.01M
Puts
$547K
Net Calls
+$1.46M
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Shares
Change %
AllianceBernstein
276
AllianceBernstein
Tennessee
$1.02M +$15.4K +173 +2%
RB
277
Renasant Bank
Mississippi
$1.02M -$27.4K -307 -3%
FWP
278
FAS Wealth Partners
Kansas
$1.02M
CSA
279
Cottage Street Advisors
Massachusetts
$1M
NSG
280
Nalls Sherbakoff Group
Tennessee
$1M -$8.74K -98 -0.9%
BHIA
281
Birch Hill Investment Advisors
Massachusetts
$998K -$63.7K -714 -6%
PF
282
Prosperitas Financial
California
$996K +$996K +11,163 New
MA
283
MCF Advisors
Kentucky
$995K -$2.69K -30 -0.3%
VCM
284
Versant Capital Management
Arizona
$985K +$957K +10,731 +3,507%
PWM
285
PBMares Wealth Management
Virginia
$982K +$2.94K +33 +0.3%
WMP
286
Wealth Management Partners
Arizona
$980K -$71.3K -799 -7%
GVAG
287
Great Valley Advisor Group
Delaware
$972K +$3.03K +34 +0.3%
PA
288
Planning Alternatives
Michigan
$967K
William Blair & Company
289
William Blair & Company
Illinois
$948K -$35.1K -393 -4%
SB
290
Strategic Blueprint
Georgia
$936K +$737K +8,260 +371%
3IP
291
3Chopt Investment Partners
Virginia
$931K
SWP
292
Stratos Wealth Partners
Ohio
$926K -$321K -3,594 -26%
SEIA
293
Signature Estate & Investment Advisors
California
$921K -$891 -10 -0.1%
MSWMA
294
Market Street Wealth Management Advisors
Indiana
$920K -$118K -1,322 -11%
TSW
295
Thompson Siegel & Walmsley
Virginia
$919K
AL
296
ACAS LLC
California
$903K +$154K +1,724 +21%
EWA
297
ERTS Wealth Advisors
Michigan
$902K +$20.3K +227 +2%
BSB
298
Bangor Savings Bank
Maine
$901K -$13.9K -156 -2%
IFO
299
Independent Family Office
New York
$899K
CG
300
Colony Group
Massachusetts
$894K -$103K -1,157 -10%