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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 %
CWM
476
Cornerstone Wealth Management
Missouri
$401K +$191K +1,861 +91%
CFP
477
Cypress Financial Planning
New Jersey
$397K +$35.1K +342 +10%
CFGS
478
Concourse Financial Group Securities
Alabama
$397K -$33.4K -325 -8%
RCAG
479
Rehmann Capital Advisory Group
Michigan
$396K -$719 -7 -0.2%
MWA
480
Monograph Wealth Advisors
California
$395K
JF
481
JSF Financial
California
$392K -$69.8K -679 -15%
MSWM
482
McGlone Suttner Wealth Management
Wisconsin
$391K +$10.3K +100 +3%
CCA
483
Clearwater Capital Advisors
Illinois
$391K
SYBT
484
Stock Yards Bank & Trust
Kentucky
$384K
RIA
485
Realta Investment Advisors
Delaware
$379K -$20K -195 -5%
9WM
486
9258 Wealth Management
Ohio
$377K -$27.4K -267 -7%
WSTAM
487
Wilbanks Smith & Thomas Asset Management
Virginia
$373K
IA
488
IFG Advisors
Missouri
$368K +$52.9K +515 +17%
MBT
489
Montecito Bank & Trust
California
$367K -$2.57K -25 -0.7%
ML
490
Mayport LLC
Massachusetts
$367K +$103 +1 +0%
WH
491
Willner & Heller
California
$366K +$3.6K +35 +1%
TFS
492
Thoroughbred Financial Services
Tennessee
$366K +$123K +1,199 +51%
ACM
493
Advisors Capital Management
New Jersey
$362K -$128K -1,243 -26%
NFG
494
Nations Financial Group
Iowa
$360K -$1.95K -19 -0.5%
AFG
495
Altiora Financial Group
Ohio
$356K
MWM
496
Modern Wealth Management
Kansas
$352K -$46.1K -449 -12%
JE
497
JMAC Enterprises
Pennsylvania
$349K
SWM
498
SigFig Wealth Management
California
$345K -$5.96M -58,016 -95%
WT
499
Whittier Trust
California
$343K
S
500
SimplyRich
California
$343K