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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.

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 %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$28.4M -$280K -3,137 -1%
EWA
27
Exencial Wealth Advisors
Oklahoma
$27.8M -$371K -4,157 -1%
B
28
Bailard
California
$27.6M -$347K -3,889 -1%
GHA
29
GW Henssler & Associates
Georgia
$26.3M +$522K +5,851 +2%
PHAM
30
Palisades Hudson Asset Management
Florida
$26.1M -$113K -1,265 -0.4%
SC
31
Savant Capital
Illinois
$25.6M +$163K +1,824 +0.6%
Osaic Holdings
32
Osaic Holdings
Arizona
$25.5M +$5.95M +66,658 +30%
RJA
33
Raymond James & Associates
Florida
$25.1M -$1.31M -14,658 -5%
PA
34
Probity Advisors
Texas
$24.6M -$219K -2,452 -0.9%
Mariner
35
Mariner
Kansas
$23.4M -$2.51M -28,136 -10%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$22.3M -$791K -8,870 -3%
WA
37
Waverly Advisors
Alabama
$21.8M -$1.48M -16,624 -6%
SFI
38
SPC Financial Inc
Maryland
$21.2M +$38.4K +430 +0.2%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$21.2M +$831K +9,315 +4%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$19.9M -$1.24M -13,870 -6%
Goldman Sachs
41
Goldman Sachs
New York
$19.7M -$506K -5,667 -3%
GIA
42
GHP Investment Advisors
Colorado
$18.8M -$91.4K -1,068 -0.5%
PFM
43
Phillips Financial Management
Indiana
$18.8M -$41.9K -470 -0.2%
HWA
44
Heartwood Wealth Advisors
Virginia
$17.9M +$100K +1,124 +0.6%
Cerity Partners
45
Cerity Partners
New York
$17.3M -$539K -6,035 -3%
SAF
46
Smith Anglin Financial
Texas
$16.1M +$974K +10,915 +6%
EIP
47
Ellis Investment Partners
Pennsylvania
$13.6M +$729K +8,166 +6%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$13.6M +$811K +9,085 +6%
Comerica Bank
49
Comerica Bank
Texas
$13.5M +$13.5M +151,528 New
MCM
50
MAI Capital Management
Ohio
$13.3M +$821K +9,205 +7%