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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 %
HR
526
Hardy Reed
Mississippi
$267K
AT
527
Avalon Trust
New Mexico
$266K +$266K +2,838 New
FA
528
Fiducient Advisors
Illinois
$265K
SPL
529
Smart Portfolios LLC
Washington
$261K -$4.87K -52 -2%
Nomura Asset Management
530
Nomura Asset Management
Japan
$259K +$259K +2,768 New
EWM
531
Endurance Wealth Management
Rhode Island
$258K
CWS
532
Confluence Wealth Services
Pennsylvania
$257K +$187 +2 +0.1%
CL
533
CIM LLC
New York
$252K -$15.9K -170 -6%
OC
534
Oppenheimer & Co
New York
$251K -$14.7K -157 -6%
BFS
535
Bradley Foster & Sargent
Connecticut
$247K +$6.55K +70 +3%
QPWM
536
Quadrant Private Wealth Management
Pennsylvania
$246K -$22.4K -239 -8%
MAM
537
MMA Asset Management
Pennsylvania
$245K -$9.36K -100 -4%
EW
538
Element Wealth
Mississippi
$245K -$17.9K -191 -7%
CT
539
Columbia Trust
Oregon
$243K -$123K -1,310 -34%
T
540
TNF
Montana
$242K
CPWMP
541
Cardinal Point Wealth Management Partners
California
$241K
CPCM
542
Cardinal Point Capital Management
Ontario, Canada
$241K
FP
543
Financial Perspectives
Minnesota
$239K +$3.09K +33 +1%
BBHC
544
Brown Brothers Harriman & Co
New York
$238K
LBC
545
Lowe Brockenbrough & Co
Virginia
$238K
NCM
546
Narwhal Capital Management
Georgia
$237K
KOC
547
Koss-Olinger Consulting
Florida
$237K +$375 +4 +0.2%
Betterment LLC
548
Betterment LLC
New York
$237K +$237K +2,533 New
IWA
549
Inspirion Wealth Advisors
Illinois
$236K
PP
550
Prosperity Planning
Missouri
$236K -$13.3K -142 -5%