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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.

New
Increased
Maintained
Reduced
Closed
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 %
AIC
626
Archer Investment Corporation
Indiana
$143K
DWM
627
Dogwood Wealth Management
Kansas
$143K +$538 +5 +0.4%
LI
628
LRI Investments
Florida
$142K
JFGIW
629
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$142K +$137K +1,271 +2,648%
CF
630
Centaurus Financial
California
$142K +$142K +1,317 New
IRAG
631
Investment Research & Advisory Group
Georgia
$139K
EPW
632
Evergreen Private Wealth
Colorado
$137K +$5.71K +53 +4%
BNP Paribas Financial Markets
633
BNP Paribas Financial Markets
France
$137K +$137K +1,277 New
AP
634
Atwood & Palmer
Missouri
$137K
HCM
635
Hollencrest Capital Management
California
$135K
WB
636
Webster Bank
Connecticut
$130K
HPC
637
HM Payson & Co
Maine
$129K
LWANC
638
Laurel Wealth Advisors (North Carolina)
North Carolina
$128K
MCM
639
Mill Capital Management
North Carolina
$124K -$26.9K -250 -18%
CA
640
Continuum Advisory
Idaho
$123K
DSC
641
Duncker Streett & Co
Missouri
$118K
AT
642
Arlington Trust
Alabama
$117K
CAS
643
Coppell Advisory Solutions
Texas
$111K -$8.69K -81 -7%
CI
644
Cordant Inc
Oregon
$106K
BTI
645
Blue Trust Inc
Georgia
$105K
Deutsche Bank
646
Deutsche Bank
Germany
$103K
GWM
647
Geneos Wealth Management
Colorado
$102K +$14.7K +137 +17%
OC
648
Oakworth Capital
Alabama
$102K
HWM
649
Hemington Wealth Management
Virginia
$101K +$101K +961 New
TAM
650
Townsend Asset Management
North Carolina
$99.3K