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iShares S&P Small-Cap 600 Value ETF

814 hedge funds and large institutions have $4.4B invested in iShares S&P Small-Cap 600 Value ETF in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 272 increasing their positions, 255 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+43
Holders Change %
+5.58%
% of All Funds
10.84%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
99
Increased
272
Reduced
255
Closed
40
Calls
$2.28M
Puts
$814K
Net Calls
+$1.47M
Net Calls Change
+$799K
Name Holding Trade Value Shares
Change
Shares
Change %
OC
651
Oakworth Capital
Alabama
$154K +$51.8K +477 +50%
RA
652
Rise Advisors
New York
$147K -$24.2K -223 -14%
AIC
653
Archer Investment Corporation
Indiana
$145K +$109 +1 +0.1%
IRAG
654
Investment Research & Advisory Group
Georgia
$141K
CF
655
Centaurus Financial
California
$140K -$3.15K -29 -2%
EPW
656
Evergreen Private Wealth
Colorado
$140K +$977 +9 +0.7%
WI
657
Wintrust Investments
Illinois
$139K -$168K -1,559 -55%
DWM
658
Dogwood Wealth Management
Kansas
$139K -$5.43K -50 -4%
AP
659
Atwood & Palmer
Missouri
$138K
LI
660
LRI Investments
Florida
$137K
HCM
661
Hollencrest Capital Management
California
$136K
CWM
662
Copia Wealth Management
Oregon
$133K +$133K +1,224 New
WB
663
Webster Bank
Connecticut
$131K
HPC
664
HM Payson & Co
Maine
$130K
LWANC
665
Laurel Wealth Advisors (North Carolina)
North Carolina
$129K
BTI
666
Blue Trust Inc
Georgia
$128K +$10.9K +100 +9%
LAMC
667
Longview Asset Management (California)
California
$127K +$127K +1,173 New
DSC
668
Duncker Streett & Co
Missouri
$119K
AT
669
Arlington Trust
Alabama
$118K
CA
670
Continuum Advisory
Idaho
$118K
KIM
671
Kestra Investment Management
Texas
$114K +$114K +1,046 New
CI
672
Cordant Inc
Oregon
$107K
BlackRock
673
BlackRock
New York
$106K +$66.2K +610 +167%
HWM
674
Hemington Wealth Management
Virginia
$104K +$324 +3 +0.3%
Deutsche Bank
675
Deutsche Bank
Germany
$104K