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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 %
EWP
401
Elevation Wealth Partners
California
$580K +$6.06K +59 +1%
RSWM
402
Robertson Stephens Wealth Management
California
$576K +$114K +1,107 +25%
AIM
403
Anchor Investment Management
South Carolina
$574K
SWC
404
Spectrum Wealth Counsel
Indiana
$567K
MWP
405
Meredith Wealth Planning
Illinois
$567K -$9.76K -95 -2%
NP
406
NorthRock Partners
Minnesota
$565K -$2.88K -28 -0.5%
USCWA
407
U.S. Capital Wealth Advisors
Texas
$562K -$29.4K -286 -5%
PFA
408
Pure Financial Advisors
California
$556K +$34.7K +338 +7%
PIA
409
Panoramic Investment Advisors
Colorado
$553K +$229K +2,225 +71%
CIAS
410
Capital Investment Advisory Services
North Carolina
$550K +$14.1K +137 +3%
BB
411
Busey Bank
Illinois
$550K
TC
412
TAP Consulting
Missouri
$547K +$1.95K +19 +0.4%
AC
413
AWM Capital
Arizona
$541K
CHJWM
414
Carlton Hofferkamp & Jenks Wealth Management
Texas
$541K +$150K +1,549 +38%
FSG
415
Financial Strategies Group
Michigan
$540K -$1.21K -12 -0.2%
CFD
416
Creative Financial Designs
Indiana
$537K -$217K -2,111 -29%
FDCDDQ
417
Federation des caisses Desjardins du Quebec
Quebec, Canada
$534K -$277K -2,700 -34%
LWL
418
Leo Wealth LLC
Texas
$530K -$5.96K -58 -1%
PS
419
Principal Securities
Iowa
$530K -$20.4M -198,453 -97%
ICG
420
InterOcean Capital Group
Tennessee
$528K -$1.44K -14 -0.3%
CFS
421
CGC Financial Services
Oregon
$523K +$34.3K +334 +7%
BC
422
Barrett & Company
Rhode Island
$522K +$617 +6 +0.1%
SMA
423
Sage Mountain Advisors
Georgia
$519K
FFBTD
424
First Financial Bank - Trust Division
Ohio
$516K +$20.6K +200 +4%
AAS
425
Ameritas Advisory Services
Nebraska
$514K -$112K -1,111 -18%