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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.

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 %
Creative Planning
51
Creative Planning
Kansas
$14.8M +$207K +1,920 +1%
KeyBank National Association
52
KeyBank National Association
Ohio
$14M +$430K +3,995 +3%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$13.4M -$239K -2,257 -2%
E
54
ETFidea
New York
$13M +$32.6K +303 +0.3%
Comerica Bank
55
Comerica Bank
Texas
$12.2M -$758K -7,044 -6%
CP
56
Covenant Partners
Tennessee
$11.2M -$260K -2,415 -2%
CIBC World Market
57
CIBC World Market
Ontario, Canada
$11.2M -$101K -935 -0.9%
Focus Partners Wealth
58
Focus Partners Wealth
Massachusetts
$11M -$2.86M -26,526 -21%
WA
59
Wealth Architects
California
$11M -$173K -1,604 -2%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$10.4M -$759K -7,046 -7%
ADL
61
Asset Dedication LLC
California
$10.2M -$120K -1,111 -1%
JWA
62
JFS Wealth Advisors
Pennsylvania
$10M -$311K -2,887 -3%
US Bancorp
63
US Bancorp
Minnesota
$9.91M -$588K -5,463 -6%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$9.8M +$1.88M +17,478 +24%
AMG
65
Asset Management Group
Connecticut
$9.69M -$3.98K -37 -0%
AAS
66
Avantax Advisory Services
Texas
$9.66M +$314K +2,914 +3%
ODIJL
67
One Day In July LLC
Vermont
$9.48M -$1.13M -10,489 -11%
RFA
68
RTD Financial Advisors
Pennsylvania
$9.47M +$88.5K +822 +0.9%
PFS
69
Prospera Financial Services
Texas
$9.34M +$8.01M +74,434 +605%
GT
70
Glenmede Trust
Pennsylvania
$9.17M -$523K -4,860 -5%
BF
71
BOK Financial
Oklahoma
$9.15M +$294K +2,809 +3%
Prudential Financial
72
Prudential Financial
New Jersey
$8.97M +$577K +5,360 +7%
Financial Engines Advisors
73
Financial Engines Advisors
California
$8.88M -$44.5K -413 -0.5%
SFP
74
Sterling Financial Planning
New Jersey
$8.82M -$135K -1,251 -2%
HFBOT
75
Home Federal Bank of Tennessee
Tennessee
$8.82M -$215K -1,993 -2%