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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 %
CIBC Private Wealth Group
276
CIBC Private Wealth Group
Georgia
$1.23M +$267K +2,634 +28%
FWP
277
FAS Wealth Partners
Kansas
$1.22M +$43.5K +423 +4%
Citigroup
278
Citigroup
New York
$1.22M -$714K -6,948 -37%
CA
279
CoreCap Advisors
Michigan
$1.2M +$278K +2,705 +30%
Envestnet Portfolio Solutions
280
Envestnet Portfolio Solutions
Illinois
$1.2M -$11.1M -107,873 -90%
CSPIA
281
Cary Street Partners Investment Advisory
Virginia
$1.19M -$284K -2,759 -19%
BFA
282
Bragg Financial Advisors
North Carolina
$1.19M -$169K -1,640 -12%
RB
283
Renasant Bank
Mississippi
$1.18M
BRWA
284
B. Riley Wealth Advisors
Florida
$1.16M -$5.9M -65,721 -84%
D
285
Dentgroup
Louisiana
$1.16M +$206 +2 +0%
NWMG
286
National Wealth Management Group
Ohio
$1.15M +$31.7K +308 +3%
RIA
287
Regal Investment Advisors
Michigan
$1.15M -$6.5M -63,287 -85%
CAL
288
Capital Analysts LLC
Pennsylvania
$1.15M +$28.4K +276 +3%
VCM
289
Versant Capital Management
Arizona
$1.13M
AL
290
ACAS LLC
California
$1.12M -$9.66K -94 -0.9%
MA
291
MCF Advisors
Kentucky
$1.12M -$24.6K -239 -2%
PWM
292
PBMares Wealth Management
Virginia
$1.12M -$3.39K -33 -0.3%
WMP
293
Wealth Management Partners
Arizona
$1.1M -$13.1K -127 -1%
PA
294
Planning Alternatives
Michigan
$1.1M -$12.2K -119 -1%
GBWM
295
Granite Bay Wealth Management
New Hampshire
$1.09M -$8.5M -82,700 -89%
GVAG
296
Great Valley Advisor Group
Delaware
$1.09M -$318K -3,098 -23%
LNC
297
Lincoln National Corp
Pennsylvania
$1.08M -$125K -1,212 -10%
3IP
298
3Chopt Investment Partners
Virginia
$1.07M
PWLP
299
Prio Wealth Limited Partnership
Massachusetts
$1.06M +$102K +990 +11%
CHC
300
City Holding Co
West Virginia
$1.06M +$10.3K +100 +1%