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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 %
CAM
251
Campion Asset Management
Virginia
$1.51M -$34.1K -332 -2%
MFC
252
Morris Financial Concepts
South Carolina
$1.5M -$195K -1,896 -11%
FAIM
253
Financial Advocates Investment Management
Washington
$1.49M +$242K +2,358 +19%
SAF
254
Smith Anglin Financial
Texas
$1.49M -$339K -3,297 -19%
AllianceBernstein
255
AllianceBernstein
Tennessee
$1.48M -$9.87K -96 -0.7%
UL
256
Unionview LLC
Washington
$1.47M +$158K +1,535 +12%
T. Rowe Price Associates
257
T. Rowe Price Associates
Maryland
$1.46M
TNB
258
Thomasville National Bank
Georgia
$1.44M -$10.7K -104 -0.7%
PWMAG
259
Pinnacle Wealth Management Advisory Group
New Jersey
$1.44M -$31.9K -310 -2%
GA
260
GFS Advisors
Texas
$1.4M +$5.55K +54 +0.4%
SQA
261
Simon Quick Advisors
New Jersey
$1.38M -$16.9K -164 -1%
JAG
262
Journey Advisory Group
Kentucky
$1.38M -$4.83M -47,000 -78%
TIAA Trust, National Association
263
TIAA Trust, National Association
North Carolina
$1.38M -$14K -136 -1%
TPCW
264
TD Private Client Wealth
New York
$1.36M -$70.2K -683 -5%
TFA
265
Tobias Financial Advisors
Florida
$1.36M
APWM
266
Atlas Private Wealth Management
New York
$1.36M -$337K -3,281 -20%
WTC
267
WhitTier Trust Company
Nevada
$1.33M
CI
268
Conning Inc
Connecticut
$1.33M
ZF
269
Zhang Financial
Michigan
$1.32M -$31.1K -303 -2%
AA
270
Alesco Advisors
New York
$1.32M -$19.5K -190 -1%
AIS
271
American Investment Services
Massachusetts
$1.29M -$17.9K -174 -1%
Carson Wealth (CWM LLC)
272
Carson Wealth (CWM LLC)
Nebraska
$1.28M +$97.2K +946 +8%
PF
273
Prosperitas Financial
California
$1.25M +$86.2K +839 +7%
SWM
274
Spire Wealth Management
Virginia
$1.25M -$175K -1,705 -12%
JWS
275
Juncture Wealth Strategies
Arizona
$1.23M -$307K -2,989 -20%