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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 %
HWM
651
Horizons Wealth Management
North Carolina
$36.4K
FCMT
652
Founders Capital Management (Texas)
Texas
$35.8K +$35.8K +376 New
FPB
653
First PREMIER Bank
South Dakota
$35K
NFSG
654
Newbridge Financial Services Group
Florida
$35K +$95 +1 +0.3%
National Bank of Canada
655
National Bank of Canada
Quebec, Canada
$34.4K -$4.47K -47 -11%
JFGIW
656
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33.6K +$285 +3 +0.9%
AWM
657
Atticus Wealth Management
Florida
$32.9K +$190 +2 +0.6%
SIC
658
SJS Investment Consulting
Ohio
$31.6K
NIC
659
Northwest Investment Counselors
Oregon
$30.4K
WB
660
Webster Bank
Connecticut
$30.4K
IBOK
661
Independence Bank of Kentucky
Kentucky
$30.2K
BLC
662
Brown, Lisle/Cummings
Rhode Island
$30.1K +$4.47K +47 +17%
DAC
663
Dividend Assets Capital
South Carolina
$30K
AIP
664
Ameritas Investment Partners
Nebraska
$29.5K
OC
665
Oakworth Capital
Alabama
$29.3K
VCM
666
Versant Capital Management
Arizona
$29.1K
EWM
667
Evermay Wealth Management
Virginia
$28.9K
ACA
668
Aptus Capital Advisors
Alabama
$28.6K -$41.7K -439 -59%
SC
669
Stephens Consulting
Michigan
$27.9K +$95 +1 +0.3%
FFA
670
Founders Financial Alliance
North Carolina
$27.5K +$18.9K +199 +221%
S
671
SignatureFD
Georgia
$25.2K +$19.5K +205 +342%
KFS
672
Kelly Financial Services
Massachusetts
$24.3K
UIA
673
Ulland Investment Advisors
Minnesota
$24K
PB
674
Pinnacle Bancorp
Nebraska
$23.6K -$6.75K -71 -22%
RI
675
Ridgewood Investments
New Jersey
$23.6K