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iShares S&P Small-Cap 600 Value ETF

814 hedge funds and large institutions have $4.4B invested in iShares S&P Small-Cap 600 Value ETF in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 272 increasing their positions, 255 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+43
Holders Change %
+5.58%
% of All Funds
10.84%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
99
Increased
272
Reduced
255
Closed
40
Calls
$2.28M
Puts
$814K
Net Calls
+$1.47M
Net Calls Change
+$799K
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
751
MGB Wealth Management
Texas
$25.8K
FCG
752
Financial Connections Group
California
$25K
CB
753
Centennial Bank
Arkansas
$25K
VHAM
754
Van Hulzen Asset Management
California
$24.9K +$24.9K +229 New
S
755
SignatureFD
Georgia
$24.4K
RFS
756
Richardson Financial Services
Massachusetts
$24.2K
AF
757
Atala Financial
California
$21.9K +$21.9K +202 New
FUBT
758
First United Bank & Trust
Maryland
$21.7K
Russell Investments Group
759
Russell Investments Group
United Kingdom
$21.6K +$651 +6 +3%
PWA
760
Principia Wealth Advisory
Texas
$21K +$21K +193 New
FWM
761
FSA Wealth Management
Massachusetts
$19.7K
NWMP
762
Noble Wealth Management PBC
Colorado
$19.6K +$19.6K +180 New
FFA
763
Founders Financial Alliance
North Carolina
$19K -$3.8K -35 -17%
CSPIA
764
Cary Street Partners Investment Advisory
Virginia
$18.6K -$1.02M -9,390 -98%
RTL
765
Red Tortoise LLC
Georgia
$18.5K +$108 +1 +0.6%
WTFG
766
Wood Tarver Financial Group
Idaho
$18K +$18K +168 New
FWA
767
FSC Wealth Advisors
New York
$17.3K +$15.5K +143 +894%
VCM
768
Viewpoint Capital Management
Washington
$16.3K
EB
769
Eastern Bank
Massachusetts
$16.3K
EWA
770
EverSource Wealth Advisors
Alabama
$15.7K +$14.3K +132 +1,015%
ITIM
771
Indiana Trust & Investment Management
Indiana
$13.9K -$15K -138 -52%
BCMLT
772
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.2K +$108 +1 +0.8%
MWM
773
Mascoma Wealth Management
New Hampshire
$13K
SMAM
774
Sugar Maple Asset Management
Wisconsin
$12.9K +$12.9K +119 New
PP
775
Pacifica Partners
Canada
$12.8K