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 %
SCA
526
Snowden Capital Advisors
New York
$238K -$317K -3,550 -57%
BCI
527
Brinker Capital Investments
Pennsylvania
$235K -$48.7K -546 -17%
OPS
528
Orion Portfolio Solutions
Nebraska
$235K -$48.7K -546 -17%
PAM
529
Peak Asset Management
Colorado
$234K
FP
530
Financial Perspectives
Minnesota
$234K +$535 +6 +0.2%
SSB
531
Sandy Spring Bank
Maryland
$232K -$40.7K -456 -15%
CPCM
532
Cardinal Point Capital Management
Ontario, Canada
$231K
SIC
533
Sigma Investment Counselors
Michigan
$231K
MAM
534
MMA Asset Management
Pennsylvania
$230K -$3.57K -40 -2%
BWP
535
Baldwin Wealth Partners
Massachusetts
$230K
CWA
536
CM Wealth Advisors
Ohio
$229K -$12.6K -138 -5%
KOC
537
Koss-Olinger Consulting
Florida
$228K +$2.05K +23 +0.9%
LBC
538
Lowe Brockenbrough & Co
Virginia
$228K
BBHC
539
Brown Brothers Harriman & Co
New York
$227K
DJYG
540
David J. Yvars Group
Florida
$227K
IWA
541
Inspirion Wealth Advisors
Illinois
$225K
T
542
TNF
Montana
$225K -$1.54K -18 -0.7%
FMII
543
Farmers & Merchants Investments Inc
Nebraska
$224K
PPW
544
Parcion Private Wealth
Washington
$224K
BF
545
Blankinship & Foster
California
$223K -$8.48K -95 -4%
FWTB
546
First Western Trust Bank
Colorado
$222K -$178K -1,992 -44%
GA
547
Greenspring Advisors
Maryland
$220K
PP
548
Prosperity Planning
Missouri
$220K -$5.35K -60 -2%
AAP
549
Arax Advisory Partners
Colorado
$217K +$5.71K +64 +3%
SG
550
Sharper & Granite
California
$214K +$3.57K +40 +2%