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iShares S&P Small-Cap 600 Value ETF

755 hedge funds and large institutions have $4.36B invested in iShares S&P Small-Cap 600 Value ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 226 increasing their positions, 317 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
-41
Holders Change %
-5.15%
% of All Funds
10.95%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.29%
New
44
Increased
226
Reduced
317
Closed
72
Calls
$3.73M
Puts
$1.65M
Net Calls
+$2.08M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
676
TruNorth Capital Management
Michigan
$39.4K +$39.4K +383 New
MTIC
677
Missouri Trust & Investment Company
Missouri
$38.5K
FPB
678
First PREMIER Bank
South Dakota
$38K
BlackRock
679
BlackRock
New York
$37.5K
AWM
680
Atticus Wealth Management
Florida
$36K +$103 +1 +0.3%
National Bank of Canada
681
National Bank of Canada
Quebec, Canada
$35.6K +$1.01K +10 +3%
SIC
682
SJS Investment Consulting
Ohio
$34.1K -$52.2K -508 -60%
SIC
683
Salem Investment Counselors
North Carolina
$33.3K
NIC
684
Northwest Investment Counselors
Oregon
$32.9K +$32.9K +320 New
IBOK
685
Independence Bank of Kentucky
Kentucky
$32.7K
FGA
686
Fortis Group Advisors
New Jersey
$32.6K -$32.6K -317 -50%
BLC
687
Brown, Lisle/Cummings
Rhode Island
$32.6K
AIP
688
Ameritas Investment Partners
Nebraska
$31.9K
EWM
689
Evermay Wealth Management
Virginia
$31.2K
VWWMG
690
Vermillion & White Wealth Management Group
Pennsylvania
$30.8K
CWM
691
CarsonAllaria Wealth Management
Illinois
$30.3K -$2.06K -20 -6%
SC
692
Stephens Consulting
Michigan
$30.1K +$205 +2 +0.7%
NFSG
693
Newbridge Financial Services Group
Florida
$28.1K -$16.3K -159 -37%
CICI
694
Capital Investment Counsel Inc
North Carolina
$27.5K
ITIM
695
Indiana Trust & Investment Management
Indiana
$27.3K
BONH
696
Bank of New Hampshire
New Hampshire
$26.9K +$4.32K +42 +19%
UIA
697
Ulland Investment Advisors
Minnesota
$26K
PCM
698
Palouse Capital Management
Washington
$25.1K +$25.1K +244 New
MWM
699
MGB Wealth Management
Texas
$24.3K
AA
700
Ancora Advisors
Ohio
$23.7K +$18.7K +182 +371%