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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 %
CP
676
Castleview Partners
Texas
$22.1K
FCG
677
Financial Connections Group
California
$22K -$15.1K -163 -41%
CB
678
Centennial Bank
Arkansas
$21.9K
KTC
679
Kistler-Tiffany Companies
Pennsylvania
$21.6K
BONH
680
Bank of New Hampshire
New Hampshire
$20.9K
FA
681
Faithward Advisors
Pennsylvania
$19.4K
SAG
682
Spotlight Asset Group
Illinois
$19K +$19K +200 New
AssetMark Inc
683
AssetMark Inc
California
$18.6K -$761 -8 -4%
PCFFS
684
Pacific Center for Financial Services
California
$17.8K
LFA
685
Legend Financial Advisors
Pennsylvania
$17.1K
GGI
686
Godsey & Gibb Inc
Virginia
$16.6K
TSWM
687
Tyler-Stone Wealth Management
Ohio
$16K +$16K +163 New
FFA
688
Farther Finance Advisors
California
$15.4K -$12.3K -129 -44%
VCM
689
Viewpoint Capital Management
Washington
$14.3K
Simplex Trading
690
Simplex Trading
Illinois
$13K -$185K -2,069 -93%
PA
691
PSI Advisors
Florida
$12.6K
BWL
692
Bogart Wealth LLC
Virginia
$12.2K
PG
693
Prostatis Group
Maryland
$12.2K +$12.2K +11,607 New
MWM
694
Mascoma Wealth Management
New Hampshire
$11.9K
BCMLT
695
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.5K -$951 -10 -8%
CHA
696
Carmichael Hill & Associates
Maryland
$10.5K
WAM
697
Worth Asset Management
Texas
$10.4K
BWM
698
Baystate Wealth Management
Massachusetts
$10K +$95 +1 +1%
FCA
699
FinTrust Capital Advisors
South Carolina
$9.86K
CSC
700
Caldwell Sutter Capital
California
$9.7K +$4.95K +52 +104%