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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 %
APG
101
Abacus Planning Group
South Carolina
$5.8M +$86.6K +911 +2%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$5.8M -$2.87M -30,158 -33%
1IA
103
1834 Investment Advisors
Wisconsin
$5.68M -$364K -3,832 -6%
AWE
104
Avidian Wealth Enterprises
Texas
$5.62M +$511K +5,372 +10%
VC
105
Vicus Capital
Pennsylvania
$5.51M -$807K -8,490 -13%
CS
106
Comerica Securities
Michigan
$5.45M -$468K -4,921 -8%
Jane Street
107
Jane Street
New York
$5.34M -$1.6M -16,855 -23%
JAG
108
Journey Advisory Group
Kentucky
$5.3M +$136K +1,434 +3%
GLA
109
Great Lakes Advisors
Illinois
$5.25M +$82.3K +865 +2%
OA
110
Operose Advisors
Wisconsin
$5.2M +$31K +326 +0.6%
EK
111
Evensky & Katz
Florida
$5.2M -$60K -631 -1%
SPIA
112
Strategic Point Investment Advisors
Rhode Island
$5.11M -$90.8K -955 -2%
SWPG
113
Strategic Wealth Partners Group
Illinois
$5.11M -$2.85K -30 -0.1%
FMC
114
First Merchants Corp
Indiana
$5.1M -$31.8K -334 -0.6%
RFM
115
Royal Fund Management
Florida
$5.05M +$77.7K +817 +2%
AWP
116
Accretive Wealth Partners
New Jersey
$5.05M +$103K +1,085 +2%
SWM
117
Soundmark Wealth Management
Washington
$5.04M -$91.2K -959 -2%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$4.91M +$49.5K +521 +1%
RA
119
Rodgers & Associates
Pennsylvania
$4.85M +$840K +8,833 +21%
PAIM
120
Punch & Associates Investment Management
Minnesota
$4.79M -$8.56K -90 -0.2%
CCWM
121
Cassaday & Co Wealth Management
Virginia
$4.77M -$189K -1,991 -4%
PA
122
Paragon Advisors
Texas
$4.74M -$788K -8,284 -14%
Franklin Resources
123
Franklin Resources
California
$4.69M -$8.08K -85 -0.2%
LFAS
124
Level Four Advisory Services
Texas
$4.68M
LFG
125
Larson Financial Group
Missouri
$4.61M -$24.3K -256 -0.5%