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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 %
CCWM
101
Cassaday & Co Wealth Management
Virginia
$6.17M -$123K -1,147 -2%
GLA
102
Great Lakes Advisors
Illinois
$6.1M +$112K +1,044 +2%
NFC
103
Northeast Financial Consultants
Connecticut
$5.79M -$174K -1,618 -3%
OAM
104
Occidental Asset Management
California
$5.77M -$36.7K -341 -0.6%
RA
105
Rodgers & Associates
Pennsylvania
$5.64M -$50.4K -468 -0.9%
Franklin Resources
106
Franklin Resources
California
$5.59M -$15.2K -142 -0.3%
SFO
107
Stokes Family Office
Louisiana
$5.58M -$392K -3,640 -7%
FCB
108
First County Bank
Connecticut
$5.54M +$600K +5,573 +12%
IWC
109
Integrated Wealth Concepts
Massachusetts
$5.48M +$85.5K +794 +2%
AFG
110
Atomi Financial Group
New York
$5.46M -$4.67M -43,356 -46%
CIA
111
Concurrent Investment Advisors
Florida
$5.45M +$126K +1,169 +2%
SL
112
Salomon & Ludwin
Virginia
$5.44M -$621K -5,769 -10%
SPC
113
Sigma Planning Corp
Michigan
$5.43M -$165K -1,531 -3%
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$5.39M -$273K -2,534 -5%
BEC
115
Blue Edge Capital
Virginia
$5.34M +$50K +464 +0.9%
PGFC
116
Peapack-Gladstone Financial Corp
New Jersey
$5.33M +$311K +2,885 +6%
CW
117
Code Waechter
Florida
$5.3M +$5.3M +49,218 New
MML Investors Services
118
MML Investors Services
Massachusetts
$5.27M +$104K +970 +2%
ACIM
119
Azimuth Capital Investment Management
Michigan
$5.23M -$104K -966 -2%
AWP
120
Accretive Wealth Partners
New Jersey
$5.21M -$291K -2,702 -5%
CC
121
Courier Capital
New York
$5.21M +$724K +6,724 +16%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$5.11M +$5.11M +47,459 New
QC
123
Quent Capital
New York
$5.04M +$103K +956 +2%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$4.96M +$1.63M +15,130 +49%
CGA
125
Crescent Grove Advisors
Illinois
$4.93M +$175K +1,628 +4%