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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 %
AFP
476
Ausdal Financial Partners
Iowa
$353K -$4.4K -47 -1%
GC
477
Grimes & Company
Massachusetts
$352K +$468 +5 +0.1%
HWA
478
HHM Wealth Advisors
Tennessee
$350K
SFG
479
SNS Financial Group
Minnesota
$347K -$98K -1,047 -22%
MSWM
480
McGlone Suttner Wealth Management
Wisconsin
$347K -$2.81K -30 -0.8%
MCM
481
Maple Capital Management
Vermont
$341K +$13.7K +146 +4%
AL
482
Aspiriant LLC
California
$339K +$339K +3,620 New
LWA
483
LWS Wealth Advisors
New Jersey
$338K -$27.4K -293 -8%
MBT
484
Montecito Bank & Trust
California
$337K
QCG
485
Quadrant Capital Group
Ohio
$327K +$109K +1,166 +50%
DFC
486
DBK Financial Counsel
Ohio
$325K +$94 +1 +0%
AFG
487
Altiora Financial Group
Ohio
$324K
NP
488
NorthRock Partners
Minnesota
$323K
JE
489
JMAC Enterprises
Pennsylvania
$318K
MIC
490
Means Investment Company
Maine
$317K -$6.83K -73 -2%
SIMM
491
Stillwater Investment Management (Minnesota)
Minnesota
$317K +$1.12K +12 +0.4%
LA
492
Lane & Associates
New Jersey
$316K +$75.6K +808 +31%
IA
493
IFG Advisors
Missouri
$313K +$9.92K +106 +3%
JWCA
494
J.W. Cole Advisors
Florida
$313K -$29.3K -313 -9%
S
495
SimplyRich
California
$312K
SGI
496
Summit Global Investments
Utah
$311K +$94 +1 +0%
VVP
497
Venture Visionary Partners
Ohio
$311K +$311K +3,323 New
CIAS
498
Capital Investment Advisory Services
North Carolina
$310K +$5.24K +56 +2%
WAP
499
Wealthcare Advisory Partners
Pennsylvania
$309K +$94 +1 +0%
ML
500
Mayport LLC
Massachusetts
$309K