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iShares S&P Small-Cap 600 Value ETF

732 hedge funds and large institutions have $4.11B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 37 closing their positions.

Holders
732
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
11.55%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.33%
New
55
Increased
215
Reduced
280
Closed
37
Calls
$1.74M
Puts
$295K
Net Calls
+$1.45M
Net Calls Change
-$156K
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
26
Exencial Wealth Advisors
Oklahoma
$30M -$456K -4,794 -1%
B
27
Bailard
California
$29.8M +$418K +4,395 +1%
RJA
28
Raymond James & Associates
Florida
$28.2M -$2.77M -29,180 -9%
PHAM
29
Palisades Hudson Asset Management
Florida
$27.9M -$50.8K -534 -0.2%
Mariner
30
Mariner
Kansas
$27.6M -$1.44M -15,131 -5%
GHA
31
GW Henssler & Associates
Georgia
$27.4M +$944K +9,926 +4%
SC
32
Savant Capital
Illinois
$27.1M +$75.5K +794 +0.3%
PA
33
Probity Advisors
Texas
$26.5M +$26.5M +278,202 New
WA
34
Waverly Advisors
Alabama
$24.8M -$1.73M -18,201 -7%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$24.6M -$380K -3,997 -2%
SFI
36
SPC Financial Inc
Maryland
$22.6M +$615K +6,470 +3%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$22.6M -$903K -9,494 -4%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$21.7M +$2.24M +23,560 +12%
GIA
39
GHP Investment Advisors
Colorado
$21.6M -$432K -4,409 -2%
Goldman Sachs
40
Goldman Sachs
New York
$21.5M -$2.54M -26,735 -11%
Osaic Holdings
41
Osaic Holdings
Arizona
$20.8M -$78.2K -822 -0.4%
PFM
42
Phillips Financial Management
Indiana
$20.1M +$51.9K +546 +0.3%
Cerity Partners
43
Cerity Partners
New York
$19M +$4.54M +47,770 +31%
HWA
44
Heartwood Wealth Advisors
Virginia
$18.9M +$369K +3,879 +2%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$16.4M -$806K -8,479 -5%
SAF
46
Smith Anglin Financial
Texas
$16.1M +$1.05M +11,047 +7%
Creative Planning
47
Creative Planning
Kansas
$14.2M -$132K -1,387 -0.9%
EIP
48
Ellis Investment Partners
Pennsylvania
$13.7M +$631K +6,639 +5%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$13.6M +$1.9M +19,999 +16%
MCM
50
MAI Capital Management
Ohio
$13.3M -$112K -1,182 -0.8%