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iShares S&P Small-Cap 600 Value ETF

756 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, 318 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-41
Holders Change %
-5.14%
% of All Funds
10.96%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.3%
New
44
Increased
226
Reduced
318
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 %
MG
326
Mather Group
Illinois
$884K +$7.11K +69 +0.8%
PIMG
327
Patriot Investment Management Group
Tennessee
$883K -$90.7K -883 -9%
SWP
328
Stratos Wealth Partners
Ohio
$879K -$344K -3,347 -28%
QWP
329
Quotient Wealth Partners
Texas
$871K -$2.47M -24,014 -74%
OIA
330
OneDigital Investment Advisors
Kansas
$856K -$149K -1,446 -15%
MSWMA
331
Market Street Wealth Management Advisors
Indiana
$855K -$1.95K -19 -0.2%
CWM
332
Concentric Wealth Management
California
$854K +$308 +3 +0%
SIMC
333
Squire Investment Management Company
Utah
$839K +$106K +1,028 +14%
NPFS
334
Novak & Powell Financial Services
Florida
$836K -$1.08M -10,488 -56%
VCM
335
Virtue Capital Management
Tennessee
$827K -$322K -3,328 -28%
WP
336
WealthShield Partners
North Carolina
$821K -$80.8K -786 -9%
WANY
337
Wealthspire Advisors (New York)
New York
$820K -$42.1K -410 -5%
QIM
338
Quantitative Investment Management
Virginia
$819K +$819K +7,974 New
DSN
339
D. Scott Neal
Kentucky
$819K
IPW
340
Intergy Private Wealth
Colorado
$816K -$9.15K -89 -1%
CFA
341
Cahill Financial Advisors
Minnesota
$813K -$304K -2,961 -27%
UB
342
Umpqua Bank
Oregon
$813K +$813K +7,910 New
HNWAG
343
High Net Worth Advisory Group
Florida
$812K -$10.3K -100 -1%
SI
344
Stephens Inc
Arkansas
$804K -$235K -2,286 -23%
PAIM
345
Punch & Associates Investment Management
Minnesota
$800K -$1.75M -16,991 -69%
SFC
346
Sprinkle Financial Consultants
Colorado
$794K +$1.75K +17 +0.2%
PTC
347
Private Trust Company
Ohio
$789K -$204K -1,986 -21%
MSFS
348
Main Street Financial Solutions
Pennsylvania
$789K -$36K -350 -4%
WGC
349
Watts Gwilliam & Co
Arizona
$788K +$788K +7,717 New
VIA
350
Vickerman Investment Advisors
Washington
$782K -$5.34K -52 -0.7%