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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 %
CB
701
Centennial Bank
Arkansas
$23.6K
WIA
702
Wetzel Investment Advisors
Indiana
$23.6K +$23.6K +247 New
RCM
703
Richardson Capital Management
Wisconsin
$23.5K
S
704
SignatureFD
Georgia
$23.1K -$17K -165 -42%
RFS
705
Richardson Financial Services
Massachusetts
$23K -$75.4K -734 -77%
TAM
706
Tucker Asset Management
Colorado
$22.1K +$22.1K +215 New
FFA
707
Founders Financial Alliance
North Carolina
$21.6K +$1.44K +14 +7%
PP
708
Pacifica Partners
Canada
$20.7K +$20.7K +208 New
SAG
709
Spotlight Asset Group
Illinois
$20.6K
FUBT
710
First United Bank & Trust
Maryland
$20.6K
KFS
711
Kelly Financial Services
Massachusetts
$19.5K -$804K -7,820 -98%
PB
712
Pinnacle Bancorp
Nebraska
$19.5K -$2.67K -26 -12%
PCFFS
713
Pacific Center for Financial Services
California
$19.2K
FWM
714
FSA Wealth Management
Massachusetts
$18.6K
RTL
715
Red Tortoise LLC
Georgia
$17.5K +$17.5K +170 New
WIM
716
Westside Investment Management
California
$17.5K -$18K -175 -51%
TSWM
717
Tyler-Stone Wealth Management
Ohio
$16.8K
BFPW
718
BOK Financial Private Wealth
Colorado
$16.2K
VCM
719
Viewpoint Capital Management
Washington
$15.4K
FGAM
720
Financial Gravity Asset Management
Texas
$15.1K -$867K -8,427 -98%
BFEC
721
Benjamin F. Edwards & Company
Missouri
$14K -$26.1K -257 -65%
CA
722
Crewe Advisors
Utah
$13.3K +$13.3K +129 New
MWM
723
Mascoma Wealth Management
New Hampshire
$12.3K
CHA
724
Carmichael Hill & Associates
Maryland
$11.3K -$17.2K -167 -60%
MRCM
725
M&R Capital Management
New Jersey
$10.3K