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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 %
NFP
426
NorthLanding Financial Partners
New York
$405K -$1.61K -18 -0.4%
First Trust Advisors
427
First Trust Advisors
Illinois
$400K -$10.8K -121 -3%
BOPW
428
Brandywine Oak Private Wealth
Pennsylvania
$398K
FPGK
429
Financial Partners Group (Kansas)
Kansas
$398K -$93.5K -1,095 -19%
CIAS
430
Capital Investment Advisory Services
North Carolina
$395K +$3.48K +39 +0.9%
CFS
431
CGC Financial Services
Oregon
$395K +$9.9K +111 +3%
WPC
432
Wedmont Private Capital
Pennsylvania
$393K -$46.4K -533 -11%
AW
433
Avion Wealth
Texas
$383K
AAS
434
Ameritas Advisory Services
Nebraska
$383K +$383K +4,291 New
MC
435
Moors & Cabot
Massachusetts
$380K -$15.3K -171 -4%
FA
436
Fiducient Advisors
Illinois
$378K +$65.8K +733 +21%
CT
437
Colonial Trust
South Carolina
$375K +$268K +3,000 +250%
Betterment LLC
438
Betterment LLC
New York
$374K +$374K +4,189 New
MCM
439
MV Capital Management
Maryland
$373K +$17.8K +199 +5%
CFGS
440
Concourse Financial Group Securities
Alabama
$371K -$122K -1,359 -25%
PSF
441
Pacific Sun Financial
California
$369K -$1.78K -20 -0.5%
CWP
442
Curated Wealth Partners
California
$367K
WDG
443
Wealth Dimensions Group
Ohio
$366K -$24.9K -279 -6%
GIA
444
Gladstone Institutional Advisory
Florida
$363K -$21.9K -245 -6%
CIA
445
Capital Investment Advisors
Georgia
$359K
VCP
446
Vista Capital Partners
Oregon
$355K
WS
447
Wedbush Securities
California
$355K +$357 +4 +0.1%
KFP
448
KMG Fiduciary Partners
Ohio
$354K
SFG
449
Sage Financial Group
Pennsylvania
$354K
SFC
450
SYM Financial Corp
Indiana
$354K