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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 %
QWM
501
Quadcap Wealth Management
Texas
$339K -$24K -234 -7%
AFP
502
Ausdal Financial Partners
Iowa
$339K -$34.5K -336 -9%
B
503
Bensler
Washington
$338K +$103 +1 +0%
VVP
504
Venture Visionary Partners
Ohio
$337K -$12.7K -124 -4%
KBFS
505
Kohmann Bosshard Financial Services
Ohio
$337K
QCM
506
Quantinno Capital Management
New York
$331K
MC
507
Moors & Cabot
Massachusetts
$327K -$5.24K -51 -2%
RPSA
508
Richard P. Slaughter Associates
Texas
$327K -$9.97K -97 -3%
CIR
509
Clear Investment Research
Georgia
$325K +$22K +214 +7%
LPP
510
Life Planning Partners
Florida
$324K
KWS
511
Keystone Wealth Services
California
$322K
Kovitz Investment Group Partners
512
Kovitz Investment Group Partners
Illinois
$319K +$56.5K +550 +22%
CL
513
CIM LLC
New York
$318K -$8.94K -87 -3%
SGI
514
Summit Global Investments
Utah
$317K
CIA
515
Compass Ion Advisors
Pennsylvania
$316K +$15.6K +152 +5%
GC
516
Grimes & Company
Massachusetts
$316K -$74.2K -722 -19%
GIA
517
Gladstone Institutional Advisory
Florida
$312K -$118K -1,146 -27%
HR
518
Howe & Rusling
New York
$310K -$4.32K -42 -1%
EFS
519
Essex Financial Services
Connecticut
$310K -$23.9K -233 -7%
MFC
520
Mechanics Financial Corp
Ohio
$308K
BBPWM
521
Blue Bell Private Wealth Management
Pennsylvania
$307K -$100K -974 -25%
GTAM
522
Global Trust Asset Management
Florida
$305K
WC
523
Weil Company
California
$304K +$103 +1 +0%
PIAS
524
PCA Investment Advisory Services
Ohio
$303K +$36.7K +357 +14%
TA
525
TrueWealth Advisors
Alabama
$301K -$55K -535 -15%