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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 %
WWP
726
WR Wealth Planners
Missouri
$19.7K -$215 -2 -1%
FWM
727
FSA Wealth Management
Massachusetts
$19.5K +$19.5K +181 New
RTL
728
Red Tortoise LLC
Georgia
$18.3K
EB
729
Eastern Bank
Massachusetts
$16.1K +$16.1K +150 New
VCM
730
Viewpoint Capital Management
Washington
$16.1K
NFA
731
Northwest Financial Advisors
Virginia
$14K +$14K +130 New
BCMLT
732
Beacon Capital Management LLC (Tennessee)
Tennessee
$13K
MWM
733
Mascoma Wealth Management
New Hampshire
$12.9K
PP
734
Pacifica Partners
Canada
$12.7K +$12.7K +118 New
BFPW
735
BOK Financial Private Wealth
Colorado
$12.2K -$4.72K -44 -28%
RI
736
Ridgewood Investments
New Jersey
$11.8K -$12.9K -120 -52%
CHA
737
Carmichael Hill & Associates
Maryland
$11.8K
Kayne Anderson Rudnick Investment Management
738
Kayne Anderson Rudnick Investment Management
California
$11.7K -$2.37K -22 -17%
PB
739
Pinnacle Bancorp
Nebraska
$11.4K -$7.32K -68 -39%
MRCM
740
M&R Capital Management
New Jersey
$10.8K
RP
741
Rice Partnership
Hawaii
$10.8K
OHWP
742
Oak Harbor Wealth Partners
North Carolina
$10.8K
MPCG
743
Matrix Private Capital Group
New York
$10.8K +$10.8K +100 New
NRG
744
Nemes Rush Group
Michigan
$10.3K +$10.3K +100 New
BONH
745
Bank of New Hampshire
New Hampshire
$10.1K -$18.1K -168 -64%
MIM
746
MTM Investment Management
South Carolina
$9.55K
CSC
747
Caldwell Sutter Capital
California
$9.26K
SN
748
Sittner & Nelson
Oregon
$8.72K
HT
749
Headlands Technologies
Illinois
$7.86K -$8.94K -83 -53%
CA
750
Crewe Advisors
Utah
$7.11K -$6.78K -63 -49%