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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 %
FFL
476
Financial Freedom LLC
Ohio
$311K +$19.7K +221 +7%
LA
477
Lane & Associates
New Jersey
$310K
AFG
478
Altiora Financial Group
Ohio
$309K
TA
479
TrueWealth Advisors
Alabama
$309K -$31.2K -350 -9%
AWM
480
Aprio Wealth Management
Georgia
$304K +$304K +3,408 New
JE
481
JMAC Enterprises
Pennsylvania
$303K
BFG
482
Bleakley Financial Group
New Jersey
$303K -$177K -1,986 -37%
SS
483
Simplicity Solutions
Minnesota
$303K -$176K -1,970 -37%
WT
484
Whittier Trust
California
$298K +$4.02K +45 +1%
IA
485
IFG Advisors
Missouri
$297K +$21.4K +240 +8%
EFS
486
Essex Financial Services
Connecticut
$297K +$11.3K +127 +4%
FNBT
487
FineMark National Bank & Trust
Florida
$296K -$2.86K -32 -1%
CAG
488
Crestwood Advisors Group
Massachusetts
$295K +$295K +3,305 New
ML
489
Mayport LLC
Massachusetts
$295K
RPSA
490
Richard P. Slaughter Associates
Texas
$295K -$91.2K -1,022 -24%
B
491
Bensler
Washington
$293K
CIR
492
Clear Investment Research
Georgia
$290K +$3.3K +37 +1%
QCM
493
Quantinno Capital Management
New York
$288K
MFC
494
Mechanics Financial Corp
Ohio
$288K
KWS
495
Keystone Wealth Services
California
$285K -$25.3K -284 -8%
KBFS
496
Kohmann Bosshard Financial Services
Ohio
$284K
GTAM
497
Global Trust Asset Management
Florida
$283K -$3.93K -44 -1%
PIA
498
Panoramic Investment Advisors
Colorado
$281K +$281K +3,155 New
FCP
499
Fidelis Capital Partners
Florida
$278K -$39K -437 -12%
FIA
500
Foundations Investment Advisors
Arizona
$278K +$278K +3,111 New