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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 %
IBOK
726
Independence Bank of Kentucky
Kentucky
$32.8K
BLC
727
Brown, Lisle/Cummings
Rhode Island
$32.7K
CWM
728
CarsonAllaria Wealth Management
Illinois
$32.4K +$19.9K +193 +160%
DAC
729
Dividend Assets Capital
South Carolina
$32K
AIP
730
Ameritas Investment Partners
Nebraska
$32K
EWM
731
Evermay Wealth Management
Virginia
$31.3K
VWWMG
732
Vermillion & White Wealth Management Group
Pennsylvania
$30.9K +$30.9K +300 New
SC
733
Stephens Consulting
Michigan
$30K +$206 +2 +0.7%
CHA
734
Carmichael Hill & Associates
Maryland
$28.6K +$17.2K +167 +152%
CICI
735
Capital Investment Counsel Inc
North Carolina
$27.6K
ITIM
736
Indiana Trust & Investment Management
Indiana
$27.4K
UIA
737
Ulland Investment Advisors
Minnesota
$26K
MWM
738
MGB Wealth Management
Texas
$24.4K +$24.4K +237 New
MSS
739
Mitchell Sinkler & Starr
Pennsylvania
$24.3K +$24.3K +236 New
FCG
740
Financial Connections Group
California
$24K +$24K +237 New
CB
741
Centennial Bank
Arkansas
$23.7K
RCM
742
Richardson Capital Management
Wisconsin
$23.6K +$23.6K +229 New
BONH
743
Bank of New Hampshire
New Hampshire
$22.7K
PB
744
Pinnacle Bancorp
Nebraska
$22.3K +$2.89K +28 +15%
FUBT
745
First United Bank & Trust
Maryland
$20.6K +$20.6K +200 New
FFA
746
Founders Financial Alliance
North Carolina
$20.2K -$3.61K -35 -15%
PCFFS
747
Pacific Center for Financial Services
California
$19.3K
FA
748
Faithward Advisors
Pennsylvania
$19K
FWM
749
FSA Wealth Management
Massachusetts
$19K +$19K +181 New
SAG
750
Spotlight Asset Group
Illinois
$17.8K