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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 %
CB
676
Centennial Bank
Arkansas
$21.5K
KTC
677
Kistler-Tiffany Companies
Pennsylvania
$21.2K -$15.7K -168 -43%
BONH
678
Bank of New Hampshire
New Hampshire
$20.6K -$1.4K -15 -6%
AssetMark Inc
679
AssetMark Inc
California
$19.1K -$30.1K -322 -61%
PCFFS
680
Pacific Center for Financial Services
California
$17.5K +$17.5K +187 New
FA
681
Faithward Advisors
Pennsylvania
$17.5K
LFA
682
Legend Financial Advisors
Pennsylvania
$16.8K
GGI
683
Godsey & Gibb Inc
Virginia
$16.4K
AA
684
Ancora Advisors
Ohio
$15.3K -$21.3K -228 -58%
VCM
685
Viewpoint Capital Management
Washington
$14K
PA
686
PSI Advisors
Florida
$12.4K
BCMLT
687
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.3K -$9.17K -98 -43%
BWL
688
Bogart Wealth LLC
Virginia
$12K
MWM
689
Mascoma Wealth Management
New Hampshire
$11K
CHA
690
Carmichael Hill & Associates
Maryland
$10.3K
WAM
691
Worth Asset Management
Texas
$10.2K
Kayne Anderson Rudnick Investment Management
692
Kayne Anderson Rudnick Investment Management
California
$10.1K -$26K -278 -72%
FCA
693
FinTrust Capital Advisors
South Carolina
$9.86K
BWM
694
Baystate Wealth Management
Massachusetts
$9.82K -$1.09M -11,585 -99%
MRCM
695
M&R Capital Management
New Jersey
$9.36K
RP
696
Rice Partnership
Hawaii
$9.36K
OHWP
697
Oak Harbor Wealth Partners
North Carolina
$9.36K
MIM
698
MTM Investment Management
South Carolina
$8.42K
FFA
699
Founders Financial Alliance
North Carolina
$8.26K -$12.9K -141 -61%
SIS
700
Sound Income Strategies
Florida
$7.86K +$3.37K +36 +75%