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iShares S&P Small-Cap 600 Value ETF

725 hedge funds and large institutions have $4.07B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 221 increasing their positions, 274 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
-3
Holders Change %
-0.41%
% of All Funds
11.6%
Holding in Top 10
18
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-37.93%
% of All Funds
0.29%
New
63
Increased
221
Reduced
274
Closed
43
Calls
$1.92M
Puts
$318K
Net Calls
+$1.6M
Net Calls Change
+$442K
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
251
IHT Wealth Management
Illinois
$1.4M +$116K +1,240 +9%
NA
252
NewEdge Advisors
Louisiana
$1.4M -$315K -3,449 -18%
EE
253
EWG Elevate
California
$1.39M +$1.36M +14,583 +6,102%
CWM
254
Cranbrook Wealth Management
Michigan
$1.39M -$10.3K -110 -0.7%
SWP
255
Stratos Wealth Partners
Ohio
$1.39M +$16.5K +176 +1%
CAM
256
Cozad Asset Management
Illinois
$1.38M -$46.7K -499 -3%
TNB
257
Thomasville National Bank
Georgia
$1.34M -$3.74K -40 -0.3%
T. Rowe Price Associates
258
T. Rowe Price Associates
Maryland
$1.33M
HNB
259
Huntington National Bank
Ohio
$1.32M -$1.25M
SQA
260
Simon Quick Advisors
New Jersey
$1.31M -$44.4K -474 -3%
ZF
261
Zhang Financial
Michigan
$1.27M -$13.4K -143 -1%
AA
262
Alesco Advisors
New York
$1.27M -$164K -1,750 -11%
TF
263
TIAA FSB
Florida
$1.26M +$3.93K +42 +0.3%
PCMC
264
Paragon Capital Management (Colorado)
Colorado
$1.25M +$1.25M +13,397 New
BFG
265
Bleakley Financial Group
New Jersey
$1.24M -$747K -7,982 -38%
TFA
266
Tobias Financial Advisors
Florida
$1.24M -$10.2K -109 -0.8%
Millennium Management
267
Millennium Management
New York
$1.22M +$1.22M +13,082 New
HWM
268
HighMark Wealth Management
Minnesota
$1.22M +$374 +4 +0%
SIA
269
Soltis Investment Advisors
Utah
$1.2M -$42.7K -456 -3%
WTC
270
WhitTier Trust Company
Nevada
$1.16M -$65.5K -700 -5%
MSWMA
271
Market Street Wealth Management Advisors
Indiana
$1.16M -$406K -4,335 -26%
DE
272
Day & Ennis
Georgia
$1.15M -$183K -1,955 -14%
SFG
273
StrategIQ Financial Group
Indiana
$1.15M -$27.8K -297 -2%
SWM
274
Spire Wealth Management
Virginia
$1.15M +$12.7K +136 +1%
AIS
275
American Investment Services
Massachusetts
$1.15M