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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 %
LSA
76
Lansing Street Advisors
Pennsylvania
$8.79M +$660K +6,134 +8%
KPWS
77
Kestra Private Wealth Services
Texas
$8.79M +$1.89M +17,568 +27%
SWA
78
Sax Wealth Advisors
New Jersey
$8.68M -$97.9K -909 -1%
MBI
79
May Barnhard Investments
Maryland
$8.61M -$449K -4,174 -5%
EAM
80
Evanson Asset Management
California
$8.37M +$5.49K +51 +0.1%
CAL
81
Capital Advisors Ltd
Ohio
$8.24M -$23K -214 -0.3%
SPIA
82
Steward Partners Investment Advisory
New York
$8.13M +$139K +1,287 +2%
TFF
83
The Family Firm
Maryland
$8.04M +$602 +13 +0%
WSFS
84
Wilmington Savings Fund Society
Delaware
$7.94M -$262K -2,431 -3%
PFP
85
Pinnacle Financial Partners
Tennessee
$7.82M +$221K +2,056 +3%
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$7.71M -$522K -4,849 -6%
CWM
87
Cordatus Wealth Management
Pennsylvania
$7.64M +$7.64M +70,979 New
WQ
88
Wealth Quarterback
New Jersey
$7.58M +$4.56M +42,334 +151%
CPIG
89
Chicago Partners Investment Group
Illinois
$7.57M -$186K -1,757 -2%
TW
90
TrinityPoint Wealth
Connecticut
$7.5M +$3.18M +29,512 +73%
JWBC
91
J.W. Burns & Co
New York
$7.42M +$110K +1,019 +2%
Corient Private Wealth
92
Corient Private Wealth
Florida
$7.34M +$677K +6,289 +10%
OPW
93
Oxler Private Wealth
New York
$7.33M +$4.53M +42,059 +162%
IFS
94
Ifrah Financial Services
Arkansas
$7.08M -$754 -7 -0%
AWS
95
Atria Wealth Solutions
New York
$7.06M +$29.4K +273 +0.4%
NAM
96
NorthCrest Asset Manangement
Minnesota
$7.05M -$17K -158 -0.2%
SC
97
Sepio Capital
Utah
$6.79M -$278K -2,580 -4%
IF
98
Ironwood Financial
Arizona
$6.53M -$29.3K -272 -0.4%
LSPW
99
Lake Street Private Wealth
Illinois
$6.49M +$580K +5,386 +10%
CAM
100
Cresset Asset Management
Illinois
$6.22M +$404K +3,752 +7%