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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 %
SIC
551
Sigma Investment Counselors
Michigan
$266K
DC
552
Davenport & Co
Virginia
$265K -$37.7K -367 -12%
SSB
553
Sandy Spring Bank
Maryland
$262K
SWM
554
Sterling Wealth Management
Illinois
$262K +$822 +8 +0.3%
IWA
555
Inspirion Wealth Advisors
Illinois
$260K
CFG
556
Cosner Financial Group
Colorado
$259K -$81.6K -794 -24%
WF
557
Warner Financial
Maryland
$258K +$258K +2,507 New
PPW
558
Parcion Private Wealth
Washington
$258K
FWTB
559
First Western Trust Bank
Colorado
$256K
AEPWM
560
Atlantic Edge Private Wealth Management
Florida
$252K
MCM
561
MidAtlantic Capital Management
Virginia
$250K +$103 +1 +0%
VFG
562
Victory Financial Group
Texas
$249K -$18.8K -183 -7%
SFS
563
Sharp Financial Services
Pennsylvania
$247K
Deutsche Bank
564
Deutsche Bank
Germany
$245K -$123K -1,200 -33%
H
565
HoyleCohen
California
$243K
CFS
566
Cannon Financial Strategists
Georgia
$242K
Luther King Capital Management (LKCM)
567
Luther King Capital Management (LKCM)
Texas
$241K -$262K
PP
568
Prosperity Planning
Missouri
$239K -$10.6K -103 -4%
CPP
569
Capasso Planning Partners
South Carolina
$238K
MCCP
570
Mission Creek Capital Partners
California
$236K +$925 +9 +0.4%
TH
571
Team Hewins
California
$234K
BSWA
572
Bromfield Sneider Wealth Advisors
Massachusetts
$233K
IIC
573
Integrated Investment Consultants
Michigan
$233K +$4.11K +40 +2%
EPW
574
Evergreen Private Wealth
Colorado
$232K -$88.6K -862 -28%
PJWM
575
Philip James Wealth Mangement
Georgia
$232K +$16.1K +157 +7%