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 %
VNA
451
Valley National Advisers
Pennsylvania
$353K
WSTAM
452
Wilbanks Smith & Thomas Asset Management
Virginia
$352K
AWA
453
Arkadios Wealth Advisors
Georgia
$352K -$6.57M -73,599 -95%
9WM
454
9258 Wealth Management
Ohio
$352K
RCAG
455
Rehmann Capital Advisory Group
Michigan
$346K -$24.2K -271 -7%
MWA
456
Monograph Wealth Advisors
California
$345K
CA
457
Clearstead Advisors
Ohio
$342K +$171K +1,916 +100%
VA
458
Valmark Advisers
Ohio
$340K -$37.6K -421 -10%
CCA
459
Clearwater Capital Advisors
Illinois
$339K
SYBT
460
Stock Yards Bank & Trust
Kentucky
$337K +$337K +3,774 New
GC
461
Grimes & Company
Massachusetts
$336K +$268 +3 +0.1%
BCM
462
Brookstone Capital Management
Illinois
$334K -$12.1K -141 -3%
VVP
463
Venture Visionary Partners
Ohio
$334K
LWA
464
LWS Wealth Advisors
New Jersey
$332K +$1.96K +22 +0.6%
MSWM
465
McGlone Suttner Wealth Management
Wisconsin
$331K
MCM
466
Maple Capital Management
Vermont
$325K
AFP
467
Ausdal Financial Partners
Iowa
$325K -$5.71K -64 -2%
GPA
468
Guidance Point Advisors
Massachusetts
$322K -$41.6K -467 -11%
MBT
469
Montecito Bank & Trust
California
$321K
Deutsche Bank
470
Deutsche Bank
Germany
$320K
MIC
471
Means Investment Company
Maine
$317K +$14.4K +161 +5%
DAS
472
Dynamic Advisor Solutions
Arizona
$315K -$74.9K -839 -19%
DIA
473
Dana Investment Advisors
Wisconsin
$315K +$315K +3,529 New
TI
474
Trexquant Investment
Connecticut
$314K +$314K +3,518 New
BCM
475
Barometer Capital Management
Ontario, Canada
$312K +$312K +3,500 New