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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.

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 %
SFP
76
Sterling Financial Planning
New Jersey
$7.71M -$167K -1,876 -2%
AAS
77
Avantax Advisory Services
Texas
$7.65M +$61.1K +685 +0.8%
RFA
78
RTD Financial Advisors
Pennsylvania
$7.62M -$124K -1,389 -2%
HFBOT
79
Home Federal Bank of Tennessee
Tennessee
$7.38M +$47.1K +528 +0.6%
CAL
80
Capital Advisors Ltd
Ohio
$7.38M -$2.23K -25 -0%
KAS
81
Kestra Advisory Services
Texas
$7.3M +$549K +6,149 +8%
BF
82
BOK Financial
Oklahoma
$7.21M -$484K -5,788 -6%
FFP
83
Forbes Financial Planning
Rhode Island
$7.14M +$81.5K +914 +1%
SPIA
84
Steward Partners Investment Advisory
New York
$7.12M -$280K -3,134 -4%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$7.05M -$4.74M -53,169 -40%
SL
86
Salomon & Ludwin
Virginia
$6.97M +$1.7K +19 +0%
JWBC
87
J.W. Burns & Co
New York
$6.9M -$67.2K -753 -1%
MML Investors Services
88
MML Investors Services
Massachusetts
$6.89M -$440K -4,935 -6%
PFP
89
Pinnacle Financial Partners
Tennessee
$6.52M +$87.5K +981 +1%
NFC
90
Northeast Financial Consultants
Connecticut
$6.5M -$17.6K -197 -0.3%
RIA
91
Regal Investment Advisors
Michigan
$6.43M +$5.75M +64,459 +848%
CPIG
92
Chicago Partners Investment Group
Illinois
$6.42M +$522K +6,241 +9%
TFF
93
The Family Firm
Maryland
$6.37M -$52.1K -584 -0.8%
Prudential Financial
94
Prudential Financial
New Jersey
$6.33M -$1.68M -18,885 -21%
CGA
95
Crescent Grove Advisors
Illinois
$6.17M +$163K +1,818 +3%
IFS
96
Ifrah Financial Services
Arkansas
$5.91M +$127K +1,426 +2%
Citadel Advisors
97
Citadel Advisors
Florida
$5.88M +$5.56M +62,317 +1,755%
IF
98
Ironwood Financial
Arizona
$5.64M -$41.8K -468 -0.7%
NAM
99
NorthCrest Asset Manangement
Minnesota
$5.62M -$17K -190 -0.3%
AWE
100
Avidian Wealth Enterprises
Texas
$5.56M +$292K +3,273 +6%