IJS icon

iShares S&P Small-Cap 600 Value ETF

755 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, 317 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
-41
Holders Change %
-5.15%
% of All Funds
10.95%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.29%
New
44
Increased
226
Reduced
317
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 %
TCWA
601
Turtle Creek Wealth Advisors
Texas
$200K
HIA
602
Harbor Investment Advisory
Maryland
$198K +$102K +990 +105%
CA
603
Clearstead Advisors
Ohio
$196K +$2.83K +28 +1%
AIA
604
Arcadia Investment Advisors
Idaho
$195K
JGIA
605
Jackson Grant Investment Advisers
Connecticut
$188K +$719 +7 +0.4%
KWAG
606
Kiely Wealth Advisory Group
North Carolina
$187K
DWM
607
Dogwood Wealth Management
Kansas
$186K -$50.8K -494 -21%
GC
608
Garde Capital
Washington
$186K -$20K -195 -10%
AWM
609
AllSquare Wealth Management
New York
$183K
HWA
610
HHM Wealth Advisors
Tennessee
$171K
Qube Research & Technologies (QRT)
611
Qube Research & Technologies (QRT)
United Kingdom
$167K +$10.8K +105 +7%
PMFA
612
Plante Moran Financial Advisors
Michigan
$167K
FIM
613
Fernwood Investment Management
Massachusetts
$164K +$164K +1,600 New
ACA
614
Aptus Capital Advisors
Alabama
$162K +$122K +1,183 +301%
RA
615
Rise Advisors
New York
$160K -$308 -3 -0.2%
IWP
616
IAG Wealth Partners
Wisconsin
$151K +$105K +1,024 +231%
BWP
617
Baldwin Wealth Partners
Massachusetts
$146K -$69.1K -672 -32%
MCM
618
Mill Capital Management
North Carolina
$144K
HI
619
Harbour Investments
Wisconsin
$142K -$62.9K -612 -31%
LWANC
620
Laurel Wealth Advisors (North Carolina)
North Carolina
$141K
AIC
621
Archer Investment Corporation
Indiana
$137K +$103 +1 +0.1%
IRAG
622
Investment Research & Advisory Group
Georgia
$133K
AP
623
Atwood & Palmer
Missouri
$131K
MIM
624
Macroview Investment Management
Maryland
$130K +$5.04K +49 +4%
LI
625
LRI Investments
Florida
$129K +$129K +1,260 New