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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 %
TSWM
751
Tyler-Stone Wealth Management
Ohio
$16.8K
BFPW
752
BOK Financial Private Wealth
Colorado
$16.2K +$16.2K +157 New
KA
753
Kozak & Associates
Colorado
$16K +$16K +164 New
VCM
754
Viewpoint Capital Management
Washington
$15.5K
WT
755
Washington Trust
Rhode Island
$15.5K +$10.3K +100 +200%
EA
756
Evolution Advisers
Virginia
$15K +$15K +147 New
AWM
757
Able Wealth Management
New Jersey
$14.9K +$14.9K +145 New
TRCT
758
Tower Research Capital (TRC)
New York
$14.6K -$2.4M -23,261 -99%
NFA
759
Northwest Financial Advisors
Virginia
$13.2K +$13.2K +128 New
BWL
760
Bogart Wealth LLC
Virginia
$13.2K
MWM
761
Mascoma Wealth Management
New Hampshire
$12.4K
BWM
762
Baystate Wealth Management
Massachusetts
$10.9K +$103 +1 +1%
CSC
763
Caldwell Sutter Capital
California
$10.5K
MRCM
764
M&R Capital Management
New Jersey
$10.3K
RP
765
Rice Partnership
Hawaii
$10.3K
OHWP
766
Oak Harbor Wealth Partners
North Carolina
$10.3K
GGI
767
Godsey & Gibb Inc
Virginia
$9.28K -$8.76K -85 -49%
MIM
768
MTM Investment Management
South Carolina
$9.28K
TVAMP
769
Tennessee Valley Asset Management Partners
Tennessee
$9.04K +$9.04K +88 New
BCMLT
770
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.57K -$2.23K -25 -21%
SA
771
Scarborough Advisors
Maryland
$8.4K +$8.4K +82 New
SN
772
Sittner & Nelson
Oregon
$8.35K
TFGT
773
TS Financial Group (TSFG)
Illinois
$8K
AAP
774
Arax Advisory Partners
Colorado
$6.65K -$242K -2,367 -97%
BA
775
Ballast Advisors
Minnesota
$6.18K