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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 %
VCS
326
Vaughan & Co Securities
New Jersey
$814K -$4.02K -43 -0.5%
AL
327
ACAS LLC
California
$804K -$30K -321 -4%
WMWM
328
Whitaker-Myers Wealth Managers
Ohio
$798K +$148K +1,577 +23%
Brown Advisory
329
Brown Advisory
Maryland
$796K +$213K +2,274 +37%
WPW
330
Waldron Private Wealth
Pennsylvania
$794K -$6.18K -66 -0.8%
FPGK
331
Financial Partners Group (Kansas)
Kansas
$789K +$1.4K +15 +0.2%
BAG
332
Briggs Advisory Group
Rhode Island
$784K
RIA
333
Regal Investment Advisors
Michigan
$777K +$235K +2,511 +43%
JFA
334
JNBA Financial Advisors
Minnesota
$777K -$8.52K -91 -1%
OIA
335
OneDigital Investment Advisors
Kansas
$769K +$45.2K +483 +6%
SI
336
Stephens Inc
Arkansas
$767K -$28.1K -300 -4%
TAIM
337
TD Ameritrade Investment Management
Nebraska
$763K -$86K -920 -10%
BWA
338
Beam Wealth Advisors
Louisiana
$757K -$26.6K -284 -3%
CA
339
Claro Advisors
Massachusetts
$756K -$1.97K -21 -0.3%
HNWAG
340
High Net Worth Advisory Group
Florida
$749K
ATC
341
Argent Trust Co
Tennessee
$747K +$30K +321 +4%
Luther King Capital Management (LKCM)
342
Luther King Capital Management (LKCM)
Texas
$716K -$698K
MCCA
343
Mill Creek Capital Advisors
Pennsylvania
$714K
MG
344
Mather Group
Illinois
$708K +$2.25K +24 +0.3%
IFA
345
Index Fund Advisors
California
$708K +$275K +2,934 +63%
MSAM
346
Moloney Securities Asset Management
Missouri
$701K -$14.1K -151 -2%
CHC
347
City Holding Co
West Virginia
$700K -$6.55K -70 -0.9%
BCI
348
Brinker Capital Investments
Pennsylvania
$688K +$688K +7,355 New
OPS
349
Orion Portfolio Solutions
Nebraska
$688K +$688K +7,355 New
SC
350
Schoolcraft Capital
Colorado
$686K