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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 %
MMA
351
Miracle Mile Advisors
California
$684K -$6.93K -74 -1%
LWM
352
LJI Wealth Management
Indiana
$683K -$13.3K -142 -2%
AFC
353
AFT Forsyth & Company
Florida
$674K +$749 +8 +0.1%
ICG
354
InterOcean Capital Group
Tennessee
$673K
NWM
355
Northwest Wealth Management
Iowa
$671K +$562 +6 +0.1%
BFO
356
Boston Family Office
Massachusetts
$670K -$182K -1,943 -21%
BWA
357
BDO Wealth Advisors
Florida
$669K -$176K -1,882 -21%
YIH
358
Y-Intercept (HK)
Hong Kong
$666K +$666K +7,114 New
GA
359
Greenspring Advisors
Maryland
$665K
VWM
360
Valley Wealth Managers
New Jersey
$663K -$65.9K -704 -9%
NFP
361
NorthLanding Financial Partners
New York
$662K +$73.1K +781 +12%
RJT
362
Raymond James Trust
Florida
$656K -$18.7K -200 -3%
CFD
363
Creative Financial Designs
Indiana
$653K +$4.96K +53 +0.8%
UL
364
Unionview LLC
Washington
$651K +$37.5K +401 +6%
QHA
365
Quarry Hill Advisors
Minnesota
$645K
MSFS
366
Main Street Financial Solutions
Pennsylvania
$644K +$169K +1,803 +36%
ACA
367
Atlas Capital Advisors
Wyoming
$635K +$2.62K +28 +0.4%
BJL
368
Brighton Jones LLC
Washington
$629K -$39.3K -420 -6%
AC
369
AWM Capital
Arizona
$627K
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
$624K -$324K -3,461 -34%
WPW
371
Watershed Private Wealth
Illinois
$623K +$146K +1,561 +31%
NF
372
Nikulski Financial
Iowa
$614K
AWM
373
Avior Wealth Management
Nebraska
$614K -$11.2K -120 -2%
FTS
374
Fifth Third Securities
Ohio
$612K -$84.6K -904 -12%
WAM
375
WNY Asset Management
New York
$609K +$5.05K +54 +0.8%