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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 %
OCM
601
Orion Capital Management
California
$71.7K +$71.7K +804 New
GEA
602
Glen Eagle Advisors
New Jersey
$70K
MFT
603
Moisand Fitzgerald Tamayo
Florida
$68.4K -$68K -762 -50%
CWP
604
Concord Wealth Partners
Virginia
$67.6K +$535 +6 +0.8%
HGERS
605
Householder Group Estate & Retirement Specialist
Arizona
$67.4K +$67.4K +755 New
QPBE
606
Quintet Private Bank (Europe)
Luxembourg
$64.2K +$48.7K +546 +314%
GWM
607
Geneos Wealth Management
Colorado
$64.1K +$2.86K +32 +5%
PO
608
Private Ocean
California
$62.4K
WTA
609
Washington Trust Advisors
Massachusetts
$61.9K
TWM
610
Tradition Wealth Management
Minnesota
$60K
Kayne Anderson Rudnick Investment Management
611
Kayne Anderson Rudnick Investment Management
California
$59.8K +$55K +617 +1,164%
CIA
612
Cape Investment Advisory
Georgia
$59.3K -$10K -112 -14%
ST
613
Smithfield Trust
Pennsylvania
$59K -$26.3K -298 -31%
CTB
614
Country Trust Bank
Illinois
$58.8K
Legacy Financial Group (Iowa)
615
Legacy Financial Group (Iowa)
Iowa
$54.9K +$54.9K +615 New
CTA
616
Colonial Trust Advisors
South Carolina
$54.2K
GBT
617
Grove Bank & Trust
Florida
$53.5K
MPWT
618
MassMutual Private Wealth & Trust
Connecticut
$49.1K
AAG
619
Armstrong Advisory Group
Massachusetts
$49.1K
SS
620
Sunbelt Securities
Texas
$49K
CIA
621
Choate Investment Advisors
Massachusetts
$48.9K +$48.9K +548 New
JEST
622
JTC Employer Solutions Trustee
Jersey
$47K
WWP
623
WR Wealth Planners
Missouri
$46.9K -$535 -6 -1%
LF
624
Lee Financial
Texas
$46.5K
Allspring Global Investments
625
Allspring Global Investments
North Carolina
$45K +$38.9K +436 +641%