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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.

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 %
TCOV
826
Trust Company of Vermont
Vermont
-$138K -1,546 Closed
SSWM
827
Sheets Smith Wealth Management
North Carolina
-$121K -1,352 Closed
VC
828
Vestor Capital
Illinois
-$72K -803 Closed
Legacy Financial Group (Iowa)
829
Legacy Financial Group (Iowa)
Iowa
-$54.9K -615 Closed
CIA
830
Choate Investment Advisors
Massachusetts
-$48.9K -548 Closed
WWP
831
WR Wealth Planners
Missouri
-$46.9K -526 Closed
AWA
832
Authentikos Wealth Advisory
California
-$36K -403 Closed
NIC
833
Northwest Investment Counselors
Oregon
-$28.6K -320 Closed
DFA
834
DHJJ Financial Advisors
Illinois
-$19.6K -220 Closed
FAM
835
Flaharty Asset Management
Florida
-$17.8K -200 Closed
LFA
836
Legend Financial Advisors
Pennsylvania
-$16.1K -180 Closed
PA
837
PSI Advisors
Florida
-$11.8K -132 Closed
HWP
838
Hibernia Wealth Partners
Louisiana
-$8.57K -96 Closed
PP
839
PFS Partners
New Jersey
-$6.42K -72 Closed
BAAM
840
Baker Avenue Asset Management
California
-$5.14K -58 Closed
BWS
841
Buck Wealth Strategies
Colorado
-$4.91K -55 Closed
WFA
842
WestHill Financial Advisors
California
-$3.57K -40 Closed
PP
843
Pacifica Partners
Canada
-$517 -6 Closed