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iShares S&P Small-Cap 600 Value ETF

732 hedge funds and large institutions have $4.11B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 37 closing their positions.

Holders
732
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
11.55%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.33%
New
55
Increased
215
Reduced
280
Closed
37
Calls
$1.74M
Puts
$295K
Net Calls
+$1.45M
Net Calls Change
-$156K
Name Holding Trade Value Shares
Change
Shares
Change %
OAM
76
Oppenheimer Asset Management
New York
$8.47M -$112K -1,183 -1%
SFP
77
Sterling Financial Planning
New Jersey
$8.39M -$145K -1,527 -2%
RFA
78
RTD Financial Advisors
Pennsylvania
$8.25M +$880K +9,259 +12%
AAS
79
Avantax Advisory Services
Texas
$8.09M +$73.5K +773 +0.9%
BL
80
BFSG LLC
California
$7.97M +$584K +6,140 +8%
SPIA
81
Steward Partners Investment Advisory
New York
$7.89M -$142K -1,491 -2%
CAL
82
Capital Advisors Ltd
Ohio
$7.87M -$17.7K -186 -0.2%
HFBOT
83
Home Federal Bank of Tennessee
Tennessee
$7.82M -$85.4K -898 -1%
MML Investors Services
84
MML Investors Services
Massachusetts
$7.81M +$396K +4,162 +5%
FFP
85
Forbes Financial Planning
Rhode Island
$7.52M +$21.5K +226 +0.3%
JWBC
86
J.W. Burns & Co
New York
$7.43M -$131K -1,373 -2%
SL
87
Salomon & Ludwin
Virginia
$7.43M +$83.4K +877 +1%
AWA
88
Arkadios Wealth Advisors
Georgia
$7.37M +$329K +3,461 +5%
KAS
89
Kestra Advisory Services
Texas
$7.2M -$38.8K -408 -0.5%
CPIG
90
Chicago Partners Investment Group
Illinois
$7.01M +$214K +2,150 +3%
NFC
91
Northeast Financial Consultants
Connecticut
$6.95M -$165K -1,731 -2%
PFP
92
Pinnacle Financial Partners
Tennessee
$6.86M +$278K +2,926 +4%
TFF
93
The Family Firm
Maryland
$6.84M +$132K +1,390 +2%
JF
94
JSF Financial
California
$6.49M +$193K +2,031 +3%
CGA
95
Crescent Grove Advisors
Illinois
$6.36M +$496K +5,217 +8%
IFS
96
Ifrah Financial Services
Arkansas
$6.16M -$383K -4,028 -6%
IF
97
Ironwood Financial
Arizona
$6.06M +$39.7K +418 +0.7%
NAM
98
NorthCrest Asset Manangement
Minnesota
$6.01M +$54.4K +572 +0.9%
SPC
99
Sigma Planning Corp
Michigan
$5.89M -$516K -5,422 -8%
SFO
100
Stokes Family Office
Louisiana
$5.87M -$17.6K -185 -0.3%