IJS icon

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 %
KCM
576
Kendall Capital Management
Maryland
$207K +$207K +2,211 New
Simplex Trading
577
Simplex Trading
Illinois
$207K +$207K +2,214 New
BOPW
578
Brandywine Oak Private Wealth
Pennsylvania
$202K +$202K +2,156 New
BWP
579
Baldwin Wealth Partners
Massachusetts
$201K
GC
580
Garde Capital
Washington
$188K
CA
581
Clearstead Advisors
Ohio
$179K
RA
582
Rise Advisors
New York
$178K +$655 +7 +0.4%
AIA
583
Arcadia Investment Advisors
Idaho
$177K -$94.7K -1,012 -35%
HCM
584
Hollencrest Capital Management
California
$175K
JGIA
585
Jackson Grant Investment Advisers
Connecticut
$168K +$562 +6 +0.3%
AWM
586
AllSquare Wealth Management
New York
$167K
HIA
587
Harbor Investment Advisory
Maryland
$163K -$51.3K -548 -24%
BTI
588
Blue Trust Inc
Georgia
$160K -$61.8K -676 -28%
HI
589
Harbour Investments
Wisconsin
$154K +$11.2K +120 +8%
LC
590
Lindbrook Capital
California
$154K
PMFA
591
Plante Moran Financial Advisors
Michigan
$152K -$562 -6 -0.4%
LPIC
592
LeJeune Puetz Investment Counsel
Michigan
$150K
MFT
593
Moisand Fitzgerald Tamayo
Florida
$146K -$1.87K -20 -1%
TCOV
594
Trust Company of Vermont
Vermont
$145K
EBA
595
Eagle Bay Advisors
New York
$140K +$37.4K +400 +36%
BAAM
596
Baker Avenue Asset Management
California
$138K +$137K +1,462 +16,244%
PFBT
597
Parkside Financial Bank & Trust
Missouri
$133K +$94.7K +1,012 +246%
MCM
598
Mill Capital Management
North Carolina
$131K
LWANC
599
Laurel Wealth Advisors (North Carolina)
North Carolina
$129K +$18K +192 +16%
HPC
600
HM Payson & Co
Maine
$125K +$125K +1,336 New