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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 %
AC
376
Apella Capital
Connecticut
$530K +$2.68K +30 +0.5%
DADC
377
D.A. Davidson & Co
Montana
$528K +$21.7K +243 +4%
CFD
378
Creative Financial Designs
Indiana
$526K +$7.41K +83 +1%
NOI
379
Newton One Investments
Delaware
$525K
USCWA
380
U.S. Capital Wealth Advisors
Texas
$524K -$5.09K -57 -1%
BFO
381
Boston Family Office
Massachusetts
$523K -$117K -1,308 -18%
MSFS
382
Main Street Financial Solutions
Pennsylvania
$521K -$57.5K -645 -10%
HSWM
383
Hubbell Strickland Wealth Management
Louisiana
$520K +$1.34K +15 +0.3%
AMCA
384
Arthur M. Cohen & Associates
Illinois
$518K
CFFP
385
Center for Financial Planning
Michigan
$514K
CL
386
Choreo LLC
Illinois
$508K -$5.92K -66 -1%
SDWMA
387
Schneider Downs Wealth Management Advisors
Pennsylvania
$502K
JIC
388
Johnson Investment Counsel
Ohio
$499K -$11.6K -130 -2%
AIM
389
Anchor Investment Management
South Carolina
$498K +$281K +3,148 +129%
EWP
390
Elevation Wealth Partners
California
$498K +$129K +1,441 +35%
MWP
391
Meredith Wealth Planning
Illinois
$489K -$892 -10 -0.2%
RJT
392
Raymond James Trust
Florida
$487K -$35.7K -400 -7%
CFG
393
Cooper Financial Group
California
$481K -$2.41K -27 -0.5%
BB
394
Busey Bank
Illinois
$477K +$58.6K +657 +14%
MMA
395
Miracle Mile Advisors
California
$477K -$75.3K -844 -14%
JWM
396
JGP Wealth Management
Oregon
$475K -$22K -247 -4%
AC
397
AWM Capital
Arizona
$470K
TC
398
TAP Consulting
Missouri
$469K
TIM
399
Thompson Investment Management
Wisconsin
$462K +$2.14K +24 +0.5%
RSWM
400
Robertson Stephens Wealth Management
California
$459K +$48K +535 +12%