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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 %
TI
376
Trexquant Investment
Connecticut
$609K +$609K +6,504 New
HBW
377
Hazlett, Burt & Watson
West Virginia
$607K +$937 +10 +0.2%
CFG
378
Citizens Financial Group
Rhode Island
$602K -$32K -342 -5%
RIA
379
Richwood Investment Advisors
Ohio
$594K
SAG
380
SageView Advisory Group
California
$590K -$152K -1,627 -21%
HWA
381
Heritage Wealth Advisors
Virginia
$587K
AAS
382
Ameritas Advisory Services
Nebraska
$584K -$49.6K -536 -8%
MAM
383
Mystic Asset Management
Rhode Island
$583K +$18.7K +200 +3%
SCA
384
Snowden Capital Advisors
New York
$582K
PAMG
385
Patton Albertson Miller Group
Tennessee
$582K
CAM
386
Close Asset Management
United Kingdom
$581K
IC
387
IEQ Capital
California
$581K +$374K +4,000 +181%
CB
388
Commerce Bank
Missouri
$580K -$9.36K -100 -2%
DADC
389
D.A. Davidson & Co
Montana
$580K -$154K -1,640 -21%
DAS
390
Dynamic Advisor Solutions
Arizona
$579K +$579K +6,186 New
USCWA
391
U.S. Capital Wealth Advisors
Texas
$576K -$191K -2,036 -25%
TC
392
TAGStone Capital
North Carolina
$576K +$1.5K +16 +0.3%
SCM
393
SOL Capital Management
Maryland
$576K +$26.7K +285 +5%
BHWM
394
Beaird Harris Wealth Management
Texas
$575K +$187 +2 +0%
FHA
395
First Horizon Advisors
Tennessee
$567K +$4.96K +53 +0.9%
FA
396
Financial Alternatives
California
$559K
NOI
397
Newton One Investments
Delaware
$548K +$1.97K +21 +0.4%
AMCA
398
Arthur M. Cohen & Associates
Illinois
$543K -$772K -8,250 -59%
HSWM
399
Hubbell Strickland Wealth Management
Louisiana
$543K +$842 +9 +0.2%
CFFP
400
Center for Financial Planning
Michigan
$539K