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iShares S&P Small-Cap 600 Value ETF

755 hedge funds and large institutions have $4.36B invested in iShares S&P Small-Cap 600 Value ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 226 increasing their positions, 317 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
-41
Holders Change %
-5.15%
% of All Funds
10.95%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.29%
New
44
Increased
226
Reduced
317
Closed
72
Calls
$3.73M
Puts
$1.65M
Net Calls
+$2.08M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
226
Corepath Wealth Partners
Arizona
$2.04M -$2.35M -24,074 -54%
EDRIA
227
Edmonds Duncan Registered Investment Advisors
Kansas
$2.01M +$79.1K +770 +4%
AM
228
AGF Management
Ontario, Canada
$2M -$66.8K -650 -3%
CCM
229
Cambridge Capital Management
Illinois
$1.99M -$13.5K -131 -0.7%
NL
230
NWAM LLC
Washington
$1.98M -$278K -2,786 -12%
BIM
231
Bridges Investment Management
Nebraska
$1.95M -$114K -1,110 -6%
CCB
232
Country Club Bank
Missouri
$1.95M -$14.2K -138 -0.7%
UWPG
233
Ullmann Wealth Partners Group
Florida
$1.94M -$273K -2,660 -12%
AWM
234
Avior Wealth Management
Nebraska
$1.91M +$1.31M +12,758 +220%
CWA
235
CM Wealth Advisors
Ohio
$1.89M +$1.64M +16,424 +653%
IWM
236
IHT Wealth Management
Illinois
$1.85M +$53.6K +522 +3%
SCA
237
Stillwater Capital Advisors
Pennsylvania
$1.83M -$34.5K -336 -2%
NSB
238
Norway Savings Bank
Maine
$1.81M -$145K -1,414 -7%
PFBT
239
Parkside Financial Bank & Trust
Missouri
$1.77M -$2.4M -23,363 -58%
PFG
240
Pacific Financial Group
Washington
$1.71M +$27.2K +265 +2%
HMS
241
Hanseatic Management Services
New Mexico
$1.71M -$76.7K -746 -4%
TFG
242
Taylor Financial Group
Virginia
$1.7M -$9.97K -97 -0.6%
KWMG
243
King Wealth Management Group
Florida
$1.68M -$27.3K -266 -2%
PFS
244
Prospera Financial Services
Texas
$1.68M -$40.3K -392 -2%
CSWM
245
Cassady Schiller Wealth Management
Ohio
$1.61M -$59.8K -582 -4%
SC
246
Sapient Capital
Indiana
$1.6M +$617K +6,008 +63%
PPC
247
Park Place Capital
Alabama
$1.58M +$8.12K +79 +0.5%
PWA
248
Physician Wealth Advisors
Utah
$1.57M -$36.4K -385 -2%
HCA
249
Heck Capital Advisors
Wisconsin
$1.56M +$81.4K +792 +6%
CWM
250
Cranbrook Wealth Management
Michigan
$1.53M +$2.06K +20 +0.1%