IJS icon

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 %
SWA
401
Stratos Wealth Advisors
Ohio
$459K -$163K -1,826 -26%
ICG
402
InterOcean Capital Group
Tennessee
$459K +$109K +1,227 +31%
RIA
403
Realta Investment Advisors
Delaware
$458K
CWM
404
Cornerstone Wealth Management
Missouri
$457K -$26.4K -296 -5%
PFA
405
Pure Financial Advisors
California
$455K -$854K -9,575 -65%
BC
406
Barrett & Company
Rhode Island
$452K
SMA
407
Sage Mountain Advisors
Georgia
$451K
AFS
408
Annapolis Financial Services
Maryland
$446K -$23.3K -261 -5%
ACIM
409
Azimuth Capital Investment Management
Michigan
$446K +$8.92K +100 +2%
CPSAC
410
Chas P. Smith & Associates (CPS)
Florida
$441K -$30.9K -346 -7%
KFI
411
Key Financial Inc
Pennsylvania
$436K
RPCONE
412
Retirement Planning Company of New England
Rhode Island
$431K -$8.57K -96 -2%
FFBTD
413
First Financial Bank - Trust Division
Ohio
$430K
BCG
414
Breakwater Capital Group
New Jersey
$430K -$81.3K -967 -16%
SFPG
415
Stonebridge Financial Planning Group
Florida
$430K -$22.3K -250 -5%
RWP
416
RWA Wealth Partners
Massachusetts
$428K
TF
417
Tompkins Financial
New York
$427K
DWM
418
Dakota Wealth Management
Florida
$420K +$110K +1,230 +35%
SIC
419
Shoker Investment Counsel
Ohio
$419K
MBFW
420
Morton Brown Family Wealth
Pennsylvania
$415K -$56.9K -638 -12%
PWS
421
Private Wealth Strategies
Ohio
$413K
WPW
422
Watershed Private Wealth
Illinois
$410K -$141K -1,579 -26%
CFP
423
Cypress Financial Planning
New Jersey
$409K -$87.8K -984 -18%
JF
424
JSF Financial
California
$408K -$5.68M -63,696 -93%
TRIA
425
Trail Ridge Investment Advisors
Colorado
$406K -$9.9K -111 -2%