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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 %
BFAG
726
Blackston Financial Advisory Group
Florida
-$469K -4,932 Closed
WEG
727
World Equity Group
Illinois
-$450K -4,735 Closed
Kovitz Investment Group Partners
728
Kovitz Investment Group Partners
Illinois
-$404K -4,250 Closed
CW
729
CreativeOne Wealth
Kansas
-$389K -4,094 Closed
EI
730
Ellevest Inc
New York
-$349K -3,675 Closed
S
731
SimplyRich
California
-$317K -3,334 Closed
GFA
732
Gallagher Fiduciary Advisors
Illinois
-$297K -3,127 Closed
BCA
733
Bay Colony Advisors
Massachusetts
-$295K -3,102 Closed
FCBT
734
First Citizens Bank & Trust
North Carolina
-$280K -2,949 Closed
CWM
735
Concentrum Wealth Management
California
-$274K -2,881 Closed
RCG
736
Regatta Capital Group
California
-$238K -2,499 Closed
FAM
737
Frontier Asset Management
Wyoming
-$235K -2,475 Closed
CW
738
Connectus Wealth
Ohio
-$230K -2,420 Closed
BMCM
739
Bryn Mawr Capital Management
Pennsylvania
-$229K -2,406 Closed
GL
740
Graypoint LLC
New York
-$225K -2,370 Closed
PA
741
PFG Advisors
Arizona
-$224K -2,359 Closed
SI
742
Saxon Interests
Texas
-$218K -2,289 Closed
TH
743
Team Hewins
California
-$217K -2,280 Closed
FM
744
Foster & Motley
Ohio
-$217K -2,277 Closed
FA
745
Flagstar Advisors
New York
-$215K -2,261 Closed
KCM
746
Kendall Capital Management
Maryland
-$210K -2,211 Closed
QCIG
747
Quad-Cities Investment Group
Iowa
-$210K -2,208 Closed
IAG
748
Investment Advisory Group
Massachusetts
-$203K -2,130 Closed
DWP
749
Destiny Wealth Partners
Florida
-$205K -2,077 Closed
DI
750
Disciplined Investments
Oklahoma
-$190K -2,000 Closed