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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 %
GBT
651
Grove Bank & Trust
Florida
$96.9K
GEA
652
Glen Eagle Advisors
New Jersey
$94.2K
PGAM
653
Princeton Global Asset Management
New Jersey
$93K +$93K +864 New
SIC
654
Salem Investment Counselors
North Carolina
$92.8K
SS
655
Sunbelt Securities
Texas
$91.4K +$31.8K +295 +53%
T
656
Tidemark
California
$88.3K
ACA
657
Aptus Capital Advisors
Alabama
$85.5K -$79.5K -738 -48%
IWP
658
IAG Wealth Partners
Wisconsin
$78.5K
CPA
659
Capital Performance Advisors
California
$77.5K +$77.5K +720 New
WTA
660
Washington Trust Advisors
Massachusetts
$74.7K
MFT
661
Moisand Fitzgerald Tamayo
Florida
$74.4K -$1.29K -12 -2%
ST
662
Smithfield Trust
Pennsylvania
$72K
CIA
663
Cape Investment Advisory
Georgia
$71.8K +$108 +1 +0.2%
CWP
664
Concord Wealth Partners
Virginia
$71.5K +$9.79K +91 +16%
CTB
665
Country Trust Bank
Illinois
$70.9K
RIL
666
Rothschild Investment LLC
Illinois
$69.3K
KPP
667
Kings Path Partners
Texas
$65.5K
CTA
668
Colonial Trust Advisors
South Carolina
$65.5K
PS
669
Planned Solutions
California
$63.1K +$63.1K +586 New
MA
670
Montag & Associates
Georgia
$61K
CTC
671
Central Trust Company
Missouri
$60.2K +$14.4K +134 +32%
AAG
672
Armstrong Advisory Group
Massachusetts
$59.2K
PIA
673
Powell Investment Advisors
Florida
$57.4K -$3.77K -35 -6%
JEST
674
JTC Employer Solutions Trustee
Jersey
$57K
FPFS
675
First Personal Financial Services
North Carolina
$54.3K +$54.3K +504 New