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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 %
GSWM
776
Golden State Wealth Management
California
$12.5K +$12.5K +115 New
CW
777
Curio Wealth
Maryland
$12.1K +$12.1K +111 New
RI
778
Ridgewood Investments
New Jersey
$11.9K
T
779
Transce3nd
Texas
$11.9K +$11.9K +110 New
BFPW
780
BOK Financial Private Wealth
Colorado
$11.4K -$973 -9 -8%
RP
781
Rice Partnership
Hawaii
$10.9K
OHWP
782
Oak Harbor Wealth Partners
North Carolina
$10.9K
OPTFSNA
783
Old Point Trust & Financial Services N A
Virginia
$10.9K +$10.9K +100 New
BONH
784
Bank of New Hampshire
New Hampshire
$10.2K
BIG
785
Brooklyn Investment Group
New York
$9.79K +$9.79K +91 New
MIM
786
MTM Investment Management
South Carolina
$9.78K
WWP
787
WR Wealth Planners
Missouri
$9.55K -$10.3K -95 -52%
RCM
788
Richardson Capital Management
Wisconsin
$9.39K -$13.9K -127 -60%
CSC
789
Caldwell Sutter Capital
California
$9.34K
SN
790
Sittner & Nelson
Oregon
$8.8K
S
791
Sachetta
Massachusetts
$8.5K +$8.5K +78 New
PCTC
792
Perkins Coie Trust Company
Washington
$8.47K +$8.47K +78 New
CA
793
Crewe Advisors
Utah
$7.17K
AAP
794
Arax Advisory Partners
Colorado
$7.14K +$108 +1 +2%
BA
795
Ballast Advisors
Minnesota
$6.52K
SWM
796
Sugarloaf Wealth Management
Georgia
$5.71K +$108 +1 +2%
BWL
797
Bogart Wealth LLC
Virginia
$5.65K
AWM
798
Accredited Wealth Management
Kentucky
$5.65K +$5.65K +52 New
RIA
799
Realta Investment Advisors
Delaware
$5.6K
EWM
800
EPG Wealth Management
Georgia
$5.43K