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iShares S&P Small-Cap 600 Value ETF

815 hedge funds and large institutions have $4.41B invested in iShares S&P Small-Cap 600 Value ETF in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 272 increasing their positions, 256 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+43
Holders Change %
+5.57%
% of All Funds
10.85%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.35%
New
99
Increased
272
Reduced
256
Closed
40
Calls
$2.28M
Puts
$814K
Net Calls
+$1.47M
Net Calls Change
+$799K
Name Holding Trade Value Shares
Change
Shares
Change %
ATC
301
Argent Trust Co
Tennessee
$1.08M
WMP
302
Wealth Management Partners
Arizona
$1.07M -$22.4K -206 -2%
BSB
303
Bangor Savings Bank
Maine
$1.07M
ANBT
304
American National Bank & Trust
Texas
$1.06M -$21.7K -200 -2%
CAG
305
Crestwood Advisors Group
Massachusetts
$1.06M +$741K +6,826 +234%
IAA
306
Independent Advisor Alliance
North Carolina
$1.05M +$1.05M +9,683 New
SAM
307
Synergy Asset Management
Washington
$1.05M +$403K +3,735 +63%
SB
308
Strategic Blueprint
Georgia
$1.04M +$21.4K +197 +2%
PAA
309
Peregrine Asset Advisers
Oregon
$1.04M -$1.52K -14 -0.1%
RDFA
310
Ritter Daniher Financial Advisory
Ohio
$1.03M -$26.7K -246 -3%
MA
311
Marquette Associates
Illinois
$1.03M +$5.11K +47 +0.5%
WCWM
312
Willow Creek Wealth Management
California
$1.03M -$5.54K -51 -0.5%
CB
313
Commerce Bank
Missouri
$1M
IPW
314
Intergy Private Wealth
Colorado
$964K +$18K +166 +2%
RIA
315
Regal Investment Advisors
Michigan
$955K +$75.4K +694 +9%
P
316
&Partners
Tennessee
$948K +$398K +3,648 +72%
USCWA
317
U.S. Capital Wealth Advisors
Texas
$947K +$367K +3,377 +63%
IP
318
Integras Partners
Georgia
$946K +$946K +8,712 New
MLIC
319
Mandatum Life Insurance Company
Finland
$946K
VCS
320
Vaughan & Co Securities
New Jersey
$945K
SIMC
321
Squire Investment Management Company
Utah
$944K +$99.4K +915 +12%
SWP
322
Stratos Wealth Partners
Ohio
$942K -$15.1K -139 -2%
CA
323
Claro Advisors
Massachusetts
$938K -$52.6K -484 -5%
SWM
324
SigFig Wealth Management
California
$936K +$89.8K +830 +11%
ET
325
Equitable Trust
Tennessee
$933K +$933K +8,588 New