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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 %
RPCONE
426
Retirement Planning Company of New England
Rhode Island
$511K +$5.14K +50 +1%
CCFM
427
Clear Creek Financial Management
Washington
$510K +$58.4K +568 +13%
RWP
428
RWA Wealth Partners
Massachusetts
$503K +$11K +107 +2%
KFI
429
Key Financial Inc
Pennsylvania
$503K
First Trust Advisors
430
First Trust Advisors
Illinois
$501K +$11.4K +111 +2%
ACIM
431
Azimuth Capital Investment Management
Michigan
$493K -$20.6K -200 -4%
WPC
432
Wedmont Private Capital
Pennsylvania
$491K +$303 +3 +0.1%
BCG
433
Breakwater Capital Group
New Jersey
$488K +$53.5K +521 +12%
DWM
434
Dakota Wealth Management
Florida
$488K +$822 +8 +0.2%
SAI
435
Savvy Advisors Inc
New York
$484K -$60K -584 -11%
AFS
436
Annapolis Financial Services
Maryland
$482K -$32.2K -313 -6%
PWS
437
Private Wealth Strategies
Ohio
$481K +$1.75K +17 +0.4%
VA
438
Valmark Advisers
Ohio
$477K +$41.4K +403 +10%
MCCA
439
Mill Creek Capital Advisors
Pennsylvania
$476K
JWCA
440
J.W. Cole Advisors
Florida
$475K -$90.8K -888 -16%
SCM
441
SOL Capital Management
Maryland
$473K
BFO
442
Boston Family Office
Massachusetts
$471K -$69.2K -673 -13%
SFPG
443
Stonebridge Financial Planning Group
Florida
$468K -$5.14K -50 -1%
CPSAC
444
Chas P. Smith & Associates (CPS)
Florida
$463K -$5.75K -56 -1%
SIC
445
Shoker Investment Counsel
Ohio
$462K -$13.5K -133 -3%
NFP
446
NorthLanding Financial Partners
New York
$460K -$4.52K -44 -1%
RJT
447
Raymond James Trust
Florida
$459K -$27.4K -267 -6%
GA
448
Greenspring Advisors
Maryland
$457K
SFG
449
Sage Financial Group
Pennsylvania
$455K +$47.1K +458 +12%
TRIA
450
Trail Ridge Investment Advisors
Colorado
$453K -$5.24K -51 -1%