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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 %
PWM
701
Provident Wealth Management
Tennessee
$7.58K +$7.58K +81 New
BFEC
702
Benjamin F. Edwards & Company
Missouri
$7K -$46.9K -496 -87%
TFGT
703
TS Financial Group (TSFG)
Illinois
$7K
PP
704
PFS Partners
New Jersey
$6.74K
CWM
705
CarsonAllaria Wealth Management
Illinois
$6.32K -$755 -8 -11%
S
706
SignatureFD
Georgia
$5.62K
BA
707
Ballast Advisors
Minnesota
$5.62K
SWM
708
Sugarloaf Wealth Management
Georgia
$5.33K -$95 -1 -2%
FWM
709
Focused Wealth Management
New York
$4.83K +$93 +1 +2%
EWM
710
EPG Wealth Management
Georgia
$4.68K
CSC
711
Caldwell Sutter Capital
California
$4.68K +$4.68K +50 New
ME
712
McIlrath & Eck
Washington
$4.49K -$7.49K -80 -63%
AWM
713
Accel Wealth Management
Iowa
$4.18K
DWMG
714
DB Wealth Management Group
California
$4.12K
WFA
715
WestHill Financial Advisors
California
$3.74K
TFP
716
Tilia Fiduciary Partners
North Carolina
$3.39K
First Manhattan
717
First Manhattan
New York
$2.99K +$2.99K +32 New
CWA
718
Core Wealth Advisors
Florida
$2.34K +$2.34K +25 New
CBT
719
Central Bank & Trust
Kentucky
$2.25K
OLVIG
720
Oliver Lagore Vanvalin Investment Group
Michigan
$2.06K
FDCC
721
Foster Dykema Cabot & Co
Massachusetts
$2K +$2K +26 New
EWA
722
EverSource Wealth Advisors
Alabama
$1.22K +$1.22K +13 New
VWM
723
Venturi Wealth Management
Texas
$1.12K +$1.12K +12 New
Russell Investments Group
724
Russell Investments Group
United Kingdom
$552 +$552 +6 New
BCWM
725
Bartlett & Co Wealth Management
Ohio
$374