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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 %
WT
501
Whittier Trust
California
$308K -$28.1K -300 -8%
SF
502
Safeguard Financial
Wisconsin
$308K
B
503
Bensler
Washington
$307K -$3.37K -36 -1%
EI
504
Ellevest Inc
New York
$305K -$18.7K -200 -6%
GRP
505
Global Retirement Partners
California
$302K +$141K +1,584 +87%
MFC
506
Mechanics Financial Corp
Ohio
$302K
RFWA
507
RPg Family Wealth Advisory
Massachusetts
$301K -$36.9K -394 -11%
GTAM
508
Global Trust Asset Management
Florida
$301K -$14K -150 -4%
CIR
509
Clear Investment Research
Georgia
$301K -$187 -2 -0.1%
SCI
510
Stableford Capital II
Arizona
$300K +$300K +3,286 New
KBFS
511
Kohmann Bosshard Financial Services
Ohio
$298K
SWM
512
Southern Wealth Management
Texas
$294K +$1.03K +11 +0.4%
GFA
513
Gallagher Fiduciary Advisors
Illinois
$291K +$291K +3,114 New
LT
514
Legacy Trust
Michigan
$290K
TC
515
TownSquare Capital
Utah
$290K +$290K +3,098 New
DC
516
Davenport & Co
Virginia
$290K +$4.87K +52 +2%
PA
517
PFG Advisors
Arizona
$289K -$110K -1,180 -28%
SSB
518
Sandy Spring Bank
Maryland
$286K +$28.9K +309 +11%
OSAM
519
O'Shaughnessy Asset Management
Connecticut
$283K
HR
520
Howe & Rusling
New York
$282K
FFL
521
Financial Freedom LLC
Ohio
$282K +$468 +5 +0.2%
PAM
522
Peak Asset Management
Colorado
$278K
CCFM
523
Clear Creek Financial Management
Washington
$276K -$33.6K -359 -11%
WPC
524
Wedmont Private Capital
Pennsylvania
$271K +$11K +119 +4%
SC
525
SouthState Corp
Florida
$271K -$32.9K -351 -11%