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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 %
HWM
651
Horizons Wealth Management
North Carolina
$35.8K +$35.8K +383 New
FPB
652
First PREMIER Bank
South Dakota
$35K +$35K +370 New
NFSG
653
Newbridge Financial Services Group
Florida
$34.3K +$187 +2 +0.5%
JFGIW
654
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32.9K -$33.3K -356 -50%
AWM
655
Atticus Wealth Management
Florida
$32.2K +$94 +1 +0.3%
SIC
656
SJS Investment Consulting
Ohio
$31.1K
CTC
657
Central Trust Company
Missouri
$31K
NIC
658
Northwest Investment Counselors
Oregon
$29.9K
WB
659
Webster Bank
Connecticut
$29.9K
PB
660
Pinnacle Bancorp
Nebraska
$29.9K
IBOK
661
Independence Bank of Kentucky
Kentucky
$29.8K
AIP
662
Ameritas Investment Partners
Nebraska
$29K
DAC
663
Dividend Assets Capital
South Carolina
$29K
OC
664
Oakworth Capital
Alabama
$28.8K
VCM
665
Versant Capital Management
Arizona
$28.6K
EWM
666
Evermay Wealth Management
Virginia
$28.5K
SC
667
Stephens Consulting
Michigan
$27.3K -$2.53K -27 -8%
FFA
668
Farther Finance Advisors
California
$27.2K -$47.2K -504 -63%
BLC
669
Brown, Lisle/Cummings
Rhode Island
$25.3K
AIP
670
Ahrens Investment Partners
Louisiana
$24.1K +$24.1K +258 New
KFS
671
Kelly Financial Services
Massachusetts
$23.9K -$4.68K -50 -16%
RI
672
Ridgewood Investments
New Jersey
$23.2K +$23.2K +248 New
UIA
673
Ulland Investment Advisors
Minnesota
$23K
SSC
674
Syverson Strege & Co
Iowa
$22.8K
CP
675
Castleview Partners
Texas
$21.7K