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iShares S&P Small-Cap 600 Value ETF

796 hedge funds and large institutions have $5.73B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 245 increasing their positions, 253 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
796
Holders Change
+84
Holders Change %
+11.8%
% of All Funds
11.67%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.35%
New
137
Increased
245
Reduced
253
Closed
45
Calls
$3.75M
Puts
$3.27M
Net Calls
+$479K
Net Calls Change
-$981K
Name Holding Trade Value Shares
Change
Shares
Change %
IWP
701
IAG Wealth Partners
Wisconsin
$45.8K
IIL
702
Insight Inv LLC
California
$45.1K
Allspring Global Investments
703
Allspring Global Investments
North Carolina
$44.9K -$7.01K -68 -13%
NFSG
704
Newbridge Financial Services Group
Florida
$44.6K +$309 +3 +0.7%
Barclays
705
Barclays
United Kingdom
$44K
CTC
706
Central Trust Company
Missouri
$43.8K
FFA
707
Frazier Financial Advisors
Ohio
$43.4K +$43.4K +421 New
CP
708
Castleview Partners
Texas
$43.4K
CWC
709
Carolinas Wealth Consulting
North Carolina
$43.2K +$103 +1 +0.2%
FG
710
Fairman Group
Pennsylvania
$42.6K +$42.6K +413 New
GFPC
711
Global Financial Private Client
Florida
$41.4K
MPWT
712
MassMutual Private Wealth & Trust
Connecticut
$41.2K -$15.5K -150 -27%
BFEC
713
Benjamin F. Edwards & Company
Missouri
$41K +$33.3K +321 +434%
OC
714
Oakworth Capital
Alabama
$40.5K -$1.55K -15 -4%
ACA
715
Aptus Capital Advisors
Alabama
$40.5K +$309 +3 +0.8%
S
716
SignatureFD
Georgia
$40.2K +$34K +330 +550%
TWC
717
TD Waterhouse Canada
Ontario, Canada
$39.8K
MTIC
718
Missouri Trust & Investment Company
Missouri
$38.7K
FPB
719
First PREMIER Bank
South Dakota
$38K
BlackRock
720
BlackRock
New York
$37.6K
AWM
721
Atticus Wealth Management
Florida
$35.9K +$309 +3 +0.9%
WIM
722
Westside Investment Management
California
$35.6K +$15.5K +150 +77%
National Bank of Canada
723
National Bank of Canada
Quebec, Canada
$35.3K -$1.85K -18 -5%
SIC
724
Salem Investment Counselors
North Carolina
$33.4K -$4.74K -46 -12%
WB
725
Webster Bank
Connecticut
$33K