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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 %
BCMLT
676
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.5K
BWL
677
Bogart Wealth LLC
Virginia
$11.4K
CWM
678
CarsonAllaria Wealth Management
Illinois
$10.9K +$1.98K +22 +22%
MWM
679
Mascoma Wealth Management
New Hampshire
$10.7K
CHA
680
Carmichael Hill & Associates
Maryland
$9.82K
BWM
681
Baystate Wealth Management
Massachusetts
$9.4K
CSC
682
Caldwell Sutter Capital
California
$9.1K
MRCM
683
M&R Capital Management
New Jersey
$8.92K
RP
684
Rice Partnership
Hawaii
$8.92K
OHWP
685
Oak Harbor Wealth Partners
North Carolina
$8.92K
HWP
686
Hibernia Wealth Partners
Louisiana
$8.57K +$8.57K +96 New
MIM
687
MTM Investment Management
South Carolina
$8.03K
SN
688
Sittner & Nelson
Oregon
$7.23K
BFEC
689
Benjamin F. Edwards & Company
Missouri
$7K
TFGT
690
TS Financial Group (TSFG)
Illinois
$7K
PP
691
PFS Partners
New Jersey
$6.42K
S
692
SignatureFD
Georgia
$5.35K -$18.3K -205 -77%
BA
693
Ballast Advisors
Minnesota
$5.35K
BAAM
694
Baker Avenue Asset Management
California
$5.14K -$127K -1,434 -96%
SWM
695
Sugarloaf Wealth Management
Georgia
$5.1K
SWA
696
Sutton Wealth Advisors
Florida
$5K -$31.4K -352 -86%
BWS
697
Buck Wealth Strategies
Colorado
$4.91K +$4.91K +55 New
FWM
698
Focused Wealth Management
New York
$4.62K
EWM
699
EPG Wealth Management
Georgia
$4.46K
WT
700
Washington Trust
Rhode Island
$4.46K +$4.46K +50 New