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iShares S&P Small-Cap 600 Value ETF

732 hedge funds and large institutions have $4.11B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
11.54%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.33%
New
55
Increased
215
Reduced
280
Closed
37
Calls
$1.74M
Puts
$295K
Net Calls
+$1.45M
Net Calls Change
-$156K
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
601
Mill Capital Management
North Carolina
$133K
LWANC
602
Laurel Wealth Advisors (North Carolina)
North Carolina
$131K
OP
603
ORG Partners
Indiana
$130K +$130K +1,363 New
MIM
604
Macroview Investment Management
Maryland
$128K +$19.3K +203 +18%
IRAG
605
Investment Research & Advisory Group
Georgia
$123K
AIC
606
Archer Investment Corporation
Indiana
$122K +$476 +5 +0.4%
CT
607
Colonial Trust
South Carolina
$114K
HPC
608
HM Payson & Co
Maine
$114K -$13.1K -138 -10%
BL
609
Balentine LLC
Georgia
$110K +$110K +1,157 New
DSC
610
Duncker Streett & Co
Missouri
$104K
BTI
611
Blue Trust Inc
Georgia
$101K -$63.4K -675 -39%
CI
612
Cordant Inc
Oregon
$93.6K
ST
613
Smithfield Trust
Pennsylvania
$92K +$28.4K +298 +45%
TAM
614
Townsend Asset Management
North Carolina
$87.7K
LC
615
Lindbrook Capital
California
$84.8K -$71.3K -750 -46%
IGWM
616
ICA Group Wealth Management
Colorado
$79.9K
GEA
617
Glen Eagle Advisors
New Jersey
$74.6K
CIA
618
Cape Investment Advisory
Georgia
$73.8K +$5.32K +56 +8%
CWP
619
Concord Wealth Partners
Virginia
$71.5K -$16.2K -170 -18%
QPBE
620
Quintet Private Bank (Europe)
Luxembourg
$68.6K -$214K -542 -76%
Qube Research & Technologies (QRT)
621
Qube Research & Technologies (QRT)
United Kingdom
$67.6K +$11.1K +200 +20%
PO
622
Private Ocean
California
$66.5K
WTA
623
Washington Trust Advisors
Massachusetts
$66K
GWM
624
Geneos Wealth Management
Colorado
$65.3K +$1.33K +14 +2%
TWM
625
Tradition Wealth Management
Minnesota
$64K