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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 %
CTB
626
Country Trust Bank
Illinois
$61.7K -$10.3K -110 -14%
BA
627
Bellwether Advisors
Nebraska
$61.4K -$34K -363 -36%
MTIC
628
Missouri Trust & Investment Company
Missouri
$60.8K
CTA
629
Colonial Trust Advisors
South Carolina
$56.9K
GBT
630
Grove Bank & Trust
Florida
$56.2K -$47.8K -511 -46%
SWA
631
Sutton Wealth Advisors
Florida
$54K
MPWT
632
MassMutual Private Wealth & Trust
Connecticut
$51.5K
AAG
633
Armstrong Advisory Group
Massachusetts
$51.5K
JEST
634
JTC Employer Solutions Trustee
Jersey
$49K
LF
635
Lee Financial
Texas
$48.8K
GIP
636
Granite Investment Partners
California
$45K
Commonwealth Equity Services
637
Commonwealth Equity Services
Massachusetts
$43.7K -$2.67K -28,572 -6%
APW
638
Acima Private Wealth
Virginia
$43.5K
SIC
639
Salem Investment Counselors
North Carolina
$43K
SS
640
Sunbelt Securities
Texas
$42.1K +$42.1K +458 New
WP
641
WealthPLAN Partners
Nebraska
$41.6K +$41.6K +444 New
HS
642
Horan Securities
United States
$41.2K +$93 +1 +0.2%
IIL
643
Insight Inv LLC
California
$41K
TWC
644
TD Waterhouse Canada
Ontario, Canada
$40.7K +$40.7K +435 New
CWC
645
Carolinas Wealth Consulting
North Carolina
$40.6K +$94 +1 +0.2%
Barclays
646
Barclays
United Kingdom
$40K
National Bank of Canada
647
National Bank of Canada
Quebec, Canada
$38.3K -$34.1K -364 -47%
GFPC
648
Global Financial Private Client
Florida
$37.6K
FCG
649
Financial Connections Group
California
$37K
BlackRock
650
BlackRock
New York
$36.5K -$1.5K -16 -4%