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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 %
HCM
626
Hollencrest Capital Management
California
$128K
WB
627
Webster Bank
Connecticut
$124K +$90.7K +883 +276%
HPC
628
HM Payson & Co
Maine
$123K
DSC
629
Duncker Streett & Co
Missouri
$113K
BTI
630
Blue Trust Inc
Georgia
$111K
CA
631
Continuum Advisory
Idaho
$110K -$449K -4,443 -80%
CI
632
Cordant Inc
Oregon
$101K
TAM
633
Townsend Asset Management
North Carolina
$94.7K
GBT
634
Grove Bank & Trust
Florida
$92.5K
CIA
635
Cape Investment Advisory
Georgia
$91.3K -$4.31K -42 -5%
GEA
636
Glen Eagle Advisors
New Jersey
$89.9K +$9.25K +90 +11%
AssetMark Inc
637
AssetMark Inc
California
$85.7K -$97.9K -953 -53%
IGWM
638
ICA Group Wealth Management
Colorado
$85.6K
T
639
Tidemark
California
$84.3K
GWM
640
Geneos Wealth Management
Colorado
$83.2K -$1.15M -11,184 -93%
OCM
641
Orion Capital Management
California
$82.6K
CWP
642
Concord Wealth Partners
Virginia
$81.2K +$22.9K +223 +39%
NB
643
NBT Bank
New York
$79.8K -$26.3K -256 -25%
HGERS
644
Householder Group Estate & Retirement Specialist
Arizona
$77.6K
MFT
645
Moisand Fitzgerald Tamayo
Florida
$76.5K -$8.32K -81 -10%
PO
646
Private Ocean
California
$71.8K
WTA
647
Washington Trust Advisors
Massachusetts
$71.3K
ST
648
Smithfield Trust
Pennsylvania
$69K
CTB
649
Country Trust Bank
Illinois
$67.7K
OC
650
Oakworth Capital
Alabama
$62.6K +$22.2K +216 +55%