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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 %
SFO
101
Stokes Family Office
Louisiana
$5.55M +$44.1K +494 +0.8%
APG
102
Abacus Planning Group
South Carolina
$5.47M +$31K +347 +0.6%
SWM
103
Soundmark Wealth Management
Washington
$5.22M +$493K +5,529 +10%
VC
104
Vicus Capital
Pennsylvania
$5.2M +$23.7K +266 +0.5%
JAG
105
Journey Advisory Group
Kentucky
$5.14M +$162K +1,814 +3%
1IA
106
1834 Investment Advisors
Wisconsin
$5.13M -$199K -2,229 -4%
Lido Advisors
107
Lido Advisors
California
$5.09M -$6.74M -75,592 -57%
GLA
108
Great Lakes Advisors
Illinois
$5.03M +$104K +1,164 +2%
SPC
109
Sigma Planning Corp
Michigan
$5M -$530K -5,938 -10%
AWS
110
Atria Wealth Solutions
New York
$4.91M +$1.08M +12,056 +28%
SPIA
111
Strategic Point Investment Advisors
Rhode Island
$4.84M +$44.9K +503 +0.9%
Wealth Enhancement Advisory Services
112
Wealth Enhancement Advisory Services
Minnesota
$4.84M +$4.52M +50,691 +1,439%
SWPG
113
Strategic Wealth Partners Group
Illinois
$4.82M +$3.05K +34 +0.1%
OA
114
Operose Advisors
Wisconsin
$4.76M -$119K -1,336 -2%
AWP
115
Accretive Wealth Partners
New Jersey
$4.71M -$24.7K -277 -0.5%
RA
116
Rodgers & Associates
Pennsylvania
$4.62M +$69.1K +774 +2%
EK
117
Evensky & Katz
Florida
$4.6M -$276K -3,097 -6%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$4.48M -$135K -1,516 -3%
FMC
119
First Merchants Corp
Indiana
$4.46M -$323K -3,620 -7%
KPWS
120
Kestra Private Wealth Services
Texas
$4.43M +$696K +7,804 +19%
Franklin Resources
121
Franklin Resources
California
$4.39M -$10.1K -113 -0.2%
HF
122
HRT Financial
New York
$4.36M +$1.64M +18,417 +61%
CCWM
123
Cassaday & Co Wealth Management
Virginia
$4.32M -$161K -1,807 -4%
LFG
124
Larson Financial Group
Missouri
$4.32M -$8.03K -90 -0.2%
PAIM
125
Punch & Associates Investment Management
Minnesota
$4.31M -$184K -2,057 -4%