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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 %
CL
401
Choreo LLC
Illinois
$537K +$56.2K +600 +12%
FAM
402
Frontier Asset Management
Wyoming
$536K -$717K -7,659 -57%
RDFA
403
Ritter Daniher Financial Advisory
Ohio
$536K +$58.5K +625 +12%
JIC
404
Johnson Investment Counsel
Ohio
$536K -$34.5K -369 -6%
SB
405
Strategic Blueprint
Georgia
$534K -$103K -1,102 -16%
BPA
406
Beacon Pointe Advisors
California
$533K -$1.87K -20 -0.4%
HI
407
HBK Investments
Texas
$530K +$530K +5,665 New
SDWMA
408
Schneider Downs Wealth Management Advisors
Pennsylvania
$525K +$1.59K +17 +0.3%
MWP
409
Meredith Wealth Planning
Illinois
$512K +$281 +3 +0.1%
MCM
410
MV Capital Management
Maryland
$509K +$457K +4,887 +890%
CFG
411
Cooper Financial Group
California
$507K +$2.53K +27 +0.5%
JWM
412
JGP Wealth Management
Oregon
$499K -$5.34K -57 -1%
TC
413
TAP Consulting
Missouri
$497K +$1.59K +17 +0.3%
AFS
414
Annapolis Financial Services
Maryland
$492K
CFP
415
Cypress Financial Planning
New Jersey
$489K +$8.52K +91 +2%
SWA
416
Stratos Wealth Advisors
Ohio
$485K -$193K -2,066 -29%
CPSAC
417
Chas P. Smith & Associates (CPS)
Florida
$484K -$14.5K -155 -3%
WSTAM
418
Wilbanks Smith & Thomas Asset Management
Virginia
$484K +$55.9K +597 +13%
BC
419
Barrett & Company
Rhode Island
$483K +$12.4K +132 +3%
SMA
420
Sage Mountain Advisors
Georgia
$473K
AFG
421
Atomi Financial Group
New York
$472K +$472K +5,048 New
TIM
422
Thompson Investment Management
Wisconsin
$472K +$4.21K +45 +0.9%
TPSF
423
Texas Permanent School Fund
Texas
$467K
KWS
424
Keystone Wealth Services
California
$461K -$17.3K -185 -4%
SFPG
425
Stonebridge Financial Planning Group
Florida
$457K +$69.3K +741 +18%