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iShares S&P Small-Cap 600 Value ETF

771 hedge funds and large institutions have $4.34B invested in iShares S&P Small-Cap 600 Value ETF in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 238 increasing their positions, 282 reducing their positions, and 21 closing their positions.

Holders
771
Holders Change
+40
Holders Change %
+5.47%
% of All Funds
11.15%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.29%
New
71
Increased
238
Reduced
282
Closed
21
Calls
$1.92M
Puts
$1.25M
Net Calls
+$667K
Net Calls Change
-$82K
Name Holding Trade Value Shares
Change
Shares
Change %
B
26
Bailard
California
$32.4M +$311K +2,893 +1%
PHAM
27
Palisades Hudson Asset Management
Florida
$31.5M -$44.7K -415 -0.1%
RJA
28
Raymond James & Associates
Florida
$28.2M -$675K -6,269 -2%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$27.6M +$1.26M +11,741 +5%
SFI
30
SPC Financial Inc
Maryland
$25.3M -$700K -6,500 -3%
Mariner
31
Mariner
Kansas
$25.3M -$457K -4,249 -2%
Goldman Sachs
32
Goldman Sachs
New York
$25.2M +$3.02M +28,077 +14%
HWA
33
Heartwood Wealth Advisors
Virginia
$22.5M +$203K +1,881 +0.9%
SC
34
Savant Capital
Illinois
$22.5M -$3.34M -30,978 -13%
UCFA
35
United Capital Financial Advisors
Texas
$22.5M +$214K +1,989 +1%
GIA
36
GHP Investment Advisors
Colorado
$22.4M -$225K -2,092 -1%
PA
37
Probity Advisors
Texas
$21.7M -$2.11M -19,555 -9%
Truist Financial
38
Truist Financial
North Carolina
$21.3M -$2.1M -19,476 -9%
Cerity Partners
39
Cerity Partners
New York
$21.2M +$134K +1,247 +0.6%
PFM
40
Phillips Financial Management
Indiana
$20.3M -$1.09M -10,136 -5%
Lido Advisors
41
Lido Advisors
California
$19M -$1.01M -9,404 -5%
WA
42
Waverly Advisors
Alabama
$17.7M -$1.81M -16,800 -9%
MCM
43
MAI Capital Management
Ohio
$17.7M +$138K +1,281 +0.8%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$17.4M +$6.82M +63,311 +64%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$17.2M -$304K -2,826 -2%
EIP
46
Ellis Investment Partners
Pennsylvania
$16.2M -$453K -4,204 -3%
MGIA
47
Moneta Group Investment Advisors
Missouri
$16.1M -$555K -5,159 -3%
Osaic Holdings
48
Osaic Holdings
Arizona
$15.7M -$2.15M -19,972 -12%
Kovitz Investment Group Partners
49
Kovitz Investment Group Partners
Illinois
$15.6M +$11.2M +141,192 +254%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$14.9M -$510K -4,741 -3%