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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 %
BF
451
Blankinship & Foster
California
$396K -$40.8K -436 -9%
Kovitz Investment Group Partners
452
Kovitz Investment Group Partners
Illinois
$396K +$396K +4,235 New
EFS
453
Essex Financial Services
Connecticut
$393K -$119K -1,271 -23%
EWP
454
Elevation Wealth Partners
California
$386K +$386K +4,127 New
CFGS
455
Concourse Financial Group Securities
Alabama
$386K +$94 +1 +0%
CWP
456
Curated Wealth Partners
California
$384K
WC
457
Weil Company
California
$383K +$24.5K +262 +7%
GPA
458
Guidance Point Advisors
Massachusetts
$379K +$1.4K +15 +0.4%
TSS
459
Two Sigma Securities
New York
$378K +$378K +4,043 New
CIA
460
Capital Investment Advisors
Georgia
$377K -$374 -4 -0.1%
9WM
461
9258 Wealth Management
Ohio
$374K -$7.96K -85 -2%
BCM
462
Brookstone Capital Management
Illinois
$374K -$17.5K -189 -4%
VCP
463
Vista Capital Partners
Oregon
$372K
WS
464
Wedbush Securities
California
$372K -$5.06K -54 -1%
SFG
465
Sage Financial Group
Pennsylvania
$371K +$60.4K +645 +19%
SFC
466
SYM Financial Corp
Indiana
$371K -$56.9K -608 -13%
ANTB
467
AMG National Trust Bank
Colorado
$370K +$10.3K +110 +3%
BFG
468
Barber Financial Group
Kansas
$366K -$36.2K -387 -9%
DJYG
469
David J. Yvars Group
Florida
$366K
VNA
470
Valley National Advisers
Pennsylvania
$364K
Deutsche Bank
471
Deutsche Bank
Germany
$364K
MWA
472
Monograph Wealth Advisors
California
$360K
BCG
473
Breakwater Capital Group
New Jersey
$359K +$35.5K +379 +11%
TA
474
TrueWealth Advisors
Alabama
$357K +$187 +2 +0.1%
CCA
475
Clearwater Capital Advisors
Illinois
$356K