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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 %
FGA
651
Fortis Group Advisors
New Jersey
$28.3K +$28.3K +317 New
DAC
652
Dividend Assets Capital
South Carolina
$28K
AIP
653
Ameritas Investment Partners
Nebraska
$27.7K
EWM
654
Evermay Wealth Management
Virginia
$27.1K
SC
655
Stephens Consulting
Michigan
$25.8K -$357 -4 -1%
CICI
656
Capital Investment Counsel Inc
North Carolina
$23.9K +$23.9K +268 New
ITIM
657
Indiana Trust & Investment Management
Indiana
$23.7K +$23.7K +266 New
KFS
658
Kelly Financial Services
Massachusetts
$22.8K
UIA
659
Ulland Investment Advisors
Minnesota
$22K
FFA
660
Founders Financial Alliance
North Carolina
$20.6K -$5.18K -58 -20%
CB
661
Centennial Bank
Arkansas
$20.5K
BONH
662
Bank of New Hampshire
New Hampshire
$19.6K
DFA
663
DHJJ Financial Advisors
Illinois
$19.6K +$19.6K +220 New
SAG
664
Spotlight Asset Group
Illinois
$17.8K
FAM
665
Flaharty Asset Management
Florida
$17.8K +$17.8K +200 New
WIM
666
Westside Investment Management
California
$17.4K +$17.4K +195 New
FA
667
Faithward Advisors
Pennsylvania
$17K
PB
668
Pinnacle Bancorp
Nebraska
$16.8K -$5.35K -60 -24%
PCFFS
669
Pacific Center for Financial Services
California
$16.7K
LFA
670
Legend Financial Advisors
Pennsylvania
$16.1K
GGI
671
Godsey & Gibb Inc
Virginia
$15.6K
TSWM
672
Tyler-Stone Wealth Management
Ohio
$15K
AssetMark Inc
673
AssetMark Inc
California
$14.8K -$2.68K -30 -15%
VCM
674
Viewpoint Capital Management
Washington
$13.4K
PA
675
PSI Advisors
Florida
$11.8K