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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 %
IRAG
601
Investment Research & Advisory Group
Georgia
$121K
GFWA
602
Grey Fox Wealth Advisors
Delaware
$121K -$1.87K -20 -2%
AIC
603
Archer Investment Corporation
Indiana
$120K
CT
604
Colonial Trust
South Carolina
$112K
MIM
605
Macroview Investment Management
Maryland
$107K +$1.87K +20 +2%
DSC
606
Duncker Streett & Co
Missouri
$103K
Qube Research & Technologies (QRT)
607
Qube Research & Technologies (QRT)
United Kingdom
$95.2K -$201K -2,150 -68%
CI
608
Cordant Inc
Oregon
$92.1K
TAM
609
Townsend Asset Management
North Carolina
$86.3K
CWP
610
Concord Wealth Partners
Virginia
$86.3K +$3.09K +33 +4%
TWA
611
TCI Wealth Advisors
Arizona
$85.2K
IGWM
612
ICA Group Wealth Management
Colorado
$78.6K -$18.7K -200 -19%
HGERS
613
Householder Group Estate & Retirement Specialist
Arizona
$77K +$77K +820 New
OCM
614
Orion Capital Management
California
$75.2K
GEA
615
Glen Eagle Advisors
New Jersey
$73.5K
ACA
616
Aptus Capital Advisors
Alabama
$69.2K +$94 +1 +0.1%
WWP
617
WR Wealth Planners
Missouri
$68.2K -$7.86K -84 -10%
CIA
618
Cape Investment Advisory
Georgia
$67.3K +$67.3K +720 New
QPBE
619
Quintet Private Bank (Europe)
Luxembourg
$67.1K +$67.1K +716 New
FRA
620
Front Row Advisors
California
$66K
PO
621
Private Ocean
California
$65.4K
WTA
622
Washington Trust Advisors
Massachusetts
$65K
TWM
623
Tradition Wealth Management
Minnesota
$63K
GWM
624
Geneos Wealth Management
Colorado
$63K -$33.8K -361 -35%
ST
625
Smithfield Trust
Pennsylvania
$62K +$23.2K +250 +60%