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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 %
NB
576
Nicolet Bankshares
Wisconsin
$232K
HIMC
577
Heritage Investors Management Corp
Maryland
$231K -$5.75K -56 -2%
PSCM
578
Per Stirling Capital Management
Texas
$230K -$1.37M -13,306 -86%
FM
579
Foster & Motley
Ohio
$230K -$3.59K -35 -2%
KFP
580
Keener Financial Planning
Texas
$229K +$7.93K +77 +4%
GS
581
GTS Securities
New York
$228K +$228K +2,220 New
WPW
582
Watershed Private Wealth
Illinois
$228K -$99K -963 -30%
EW
583
Evoke Wealth
California
$222K +$222K +2,163 New
GWP
584
Gen-Wealth Partners
Michigan
$222K +$222K +2,156 New
HFS
585
Heritage Financial Services
Massachusetts
$218K +$218K +2,126 New
GPA
586
Guidance Point Advisors
Massachusetts
$216K -$515 -5 -0.2%
FMII
587
Farmers & Merchants Investments Inc
Nebraska
$216K
PFA
588
Petra Financial Advisors
Colorado
$214K -$5.04K -49 -2%
BFG
589
Bleakley Financial Group
New Jersey
$214K -$12.3K -120 -5%
SW
590
Simplicity Wealth
New Jersey
$214K +$214K +2,081 New
CCM
591
Coldstream Capital Management
Washington
$213K +$213K +2,073 New
LC
592
LCNB Corp
Ohio
$211K
IW
593
Imprint Wealth
South Carolina
$210K +$210K +2,073 New
PPA
594
Painted Porch Advisors
California
$208K +$2.88K +28 +1%
MFWP
595
Mosaic Family Wealth Partners
Missouri
$207K -$2.16K -21 -1%
JWM
596
Jeppson Wealth Management
California
$206K
CM
597
Columbus Macro
Pennsylvania
$204K +$4.01K +39 +2%
GFA
598
Gallagher Fiduciary Advisors
Illinois
$204K +$719 +7 +0.4%
BOPW
599
Brandywine Oak Private Wealth
Pennsylvania
$203K +$719 +7 +0.4%
CTA
600
Camelot Technology Advisors
California
$202K -$67.3K -655 -25%