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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 %
ANBT
301
American National Bank & Trust
Texas
$892K +$892K +10,000 New
ATC
302
Argent Trust Co
Tennessee
$886K
PAA
303
Peregrine Asset Advisers
Oregon
$876K +$876K +9,821 New
WCWM
304
Willow Creek Wealth Management
California
$876K
CIBC Private Wealth Group
305
CIBC Private Wealth Group
Georgia
$875K +$675K +7,566 +337%
PWLP
306
Prio Wealth Limited Partnership
Massachusetts
$849K
PIMG
307
Patriot Investment Management Group
Tennessee
$845K
LNC
308
Lincoln National Corp
Pennsylvania
$844K +$7.41K +83 +0.9%
PTC
309
Private Trust Company
Ohio
$842K +$446 +5 +0.1%
UL
310
Unionview LLC
Washington
$833K +$89.8K +1,006 +12%
FWM
311
FFT Wealth Management
Pennsylvania
$830K
CA
312
CoreCap Advisors
Michigan
$825K -$23.1K -259 -3%
VFIC
313
Valley Forge Investment Consultants
Pennsylvania
$822K -$89.8K -1,007 -10%
WPW
314
Waldron Private Wealth
Pennsylvania
$820K +$67.8K +756 +9%
CWM
315
Concentric Wealth Management
California
$808K -$5.71K -64 -0.7%
YIH
316
Y-Intercept (HK)
Hong Kong
$803K +$803K +9,005 New
VIA
317
Vickerman Investment Advisors
Washington
$800K -$1.16K -13 -0.1%
WMWM
318
Whitaker-Myers Wealth Managers
Ohio
$800K +$35.6K +399 +5%
WANY
319
Wealthspire Advisors (New York)
New York
$789K +$58.4K +654 +8%
VCS
320
Vaughan & Co Securities
New Jersey
$783K
MLIC
321
Mandatum Life Insurance Company
Finland
$777K
WP
322
WealthShield Partners
North Carolina
$775K -$50.5K -563 -6%
OIA
323
OneDigital Investment Advisors
Kansas
$768K +$11K +123 +1%
IPW
324
Intergy Private Wealth
Colorado
$762K -$1.1M -12,322 -59%
NFG
325
Nations Financial Group
Iowa
$753K -$54.2K -608 -7%