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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 %
LWM
351
LJI Wealth Management
Indiana
$602K -$54K -605 -8%
BJL
352
Brighton Jones LLC
Washington
$596K
WAM
353
WNY Asset Management
New York
$589K -$1.61K -18 -0.3%
RL
354
Retireful LLC
Michigan
$583K +$583K +6,634 New
RDFA
355
Ritter Daniher Financial Advisory
Ohio
$580K +$178K +2,000 +44%
CFG
356
Citizens Financial Group
Rhode Island
$579K
IFA
357
Index Fund Advisors
California
$578K
BBPWM
358
Blue Bell Private Wealth Management
Pennsylvania
$570K -$124K -1,394 -18%
FHA
359
First Horizon Advisors
Tennessee
$569K -$28.6K -320 -5%
PA
360
Paragon Advisors
Texas
$568K -$3.87M -43,453 -87%
RIA
361
Richwood Investment Advisors
Ohio
$563K -$4.19K -47 -0.7%
HWA
362
Heritage Wealth Advisors
Virginia
$559K
TC
363
TAGStone Capital
North Carolina
$555K
MAM
364
Mystic Asset Management
Rhode Island
$553K -$2.68K -30 -0.5%
IC
365
IEQ Capital
California
$553K -$535 -6 -0.1%
CAM
366
Close Asset Management
United Kingdom
$553K
SCM
367
SOL Capital Management
Maryland
$549K -$15.6K -175 -3%
BAM
368
Belpointe Asset Management
Nevada
$541K -$81.2K -910 -13%
VWM
369
Valley Wealth Managers
New Jersey
$539K -$26.9K -301 -5%
AIP
370
Almanack Investment Partners
Pennsylvania
$539K +$539K +6,036 New
AWM
371
Avior Wealth Management
Nebraska
$537K -$535 -6 -0.1%
APW
372
Acima Private Wealth
Virginia
$536K +$495K +5,548 +1,193%
PAMG
373
Patton Albertson Miller Group
Tennessee
$534K
BHWM
374
Beaird Harris Wealth Management
Texas
$533K -$178 -2 -0%
FA
375
Financial Alternatives
California
$533K