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iShares S&P Small-Cap 600 Value ETF

731 hedge funds and large institutions have $3.81B invested in iShares S&P Small-Cap 600 Value ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 207 increasing their positions, 298 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
-24
Holders Change %
-3.18%
% of All Funds
10.63%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.2%
New
46
Increased
207
Reduced
298
Closed
58
Calls
$1.29M
Puts
$545K
Net Calls
+$749K
Net Calls Change
-$1.33M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
701
Mascoma Wealth Management
New Hampshire
$11.7K
FLPIM
702
F.L. Putnam Investment Management
Massachusetts
$11.6K +$11.6K +119 New
CHA
703
Carmichael Hill & Associates
Maryland
$10.7K
MRCM
704
M&R Capital Management
New Jersey
$9.73K
RP
705
Rice Partnership
Hawaii
$9.73K
OHWP
706
Oak Harbor Wealth Partners
North Carolina
$9.73K
MIM
707
MTM Investment Management
South Carolina
$8.75K
CSC
708
Caldwell Sutter Capital
California
$8.37K
SN
709
Sittner & Nelson
Oregon
$7.88K
AssetMark Inc
710
AssetMark Inc
California
$7.78K -$73.3K -754 -90%
AAP
711
Arax Advisory Partners
Colorado
$6.33K
BA
712
Ballast Advisors
Minnesota
$5.84K
FGAM
713
Financial Gravity Asset Management
Texas
$5.74K -$8.56K -88 -60%
IGWM
714
ICA Group Wealth Management
Colorado
$5.16K -$75.9K -780 -94%
BWL
715
Bogart Wealth LLC
Virginia
$5.06K
SWM
716
Sugarloaf Wealth Management
Georgia
$5.06K
EWM
717
EPG Wealth Management
Georgia
$4.86K -$5.14K -50 Closed
JFGIW
718
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.67K
ME
719
McIlrath & Eck
Washington
$3.6K
FHC
720
First Heartland Consultants
Missouri
$3.33K -$5.74K -59,010 -63%
TAM
721
Tucker Asset Management
Colorado
$3.11K -$17.8K -183 -85%
PA
722
Pineridge Advisors
Missouri
$3.11K
FDCP
723
Foster Dykema Cabot & Partners
Massachusetts
$2.53K
CBT
724
Central Bank & Trust
Kentucky
$2.33K
NS
725
NBC Securities
Alabama
$2K