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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 %
FCFC
151
First Citizens Financial Corp
Iowa
$4.31M -$36.6K -337 -0.8%
BWM
152
BKM Wealth Management
Wisconsin
$4.27M -$50.7K -467 -1%
1IA
153
1834 Investment Advisors
Wisconsin
$4.19M -$686K -6,319 -14%
KAS
154
Kestra Advisory Services
Texas
$4.16M +$175K +1,610 +4%
EFM
155
Eley Financial Management
Vermont
$4.05M +$181K +1,668 +5%
FFG
156
Fortress Financial Group
Minnesota
$4.05M +$4.05M +37,295 New
SP
157
Sequent Planning
Nebraska
$3.99M -$422K -3,885 -10%
Natixis Advisors
158
Natixis Advisors
Massachusetts
$3.95M +$686K +6,318 +21%
FMC
159
First Merchants Corp
Indiana
$3.88M -$171K -1,572 -4%
SLT
160
St Louis Trust
Missouri
$3.87M +$434 +4 +0%
TYCC
161
Texas Yale Capital Corp
Florida
$3.83M -$185K -1,700 -5%
AIM
162
Access Investment Management
Georgia
$3.76M +$25K +230 +0.7%
SFA
163
Salus Financial Advisors
Colorado
$3.59M +$3.59M +33,050 New
BFM
164
Broadview Financial Management
Wisconsin
$3.49M -$173K -1,594 -5%
SWA
165
SOA Wealth Advisors
New York
$3.39M -$47.6K -438 -1%
I
166
InvesTrust
Oklahoma
$3.38M +$3.38M +31,268 New
UB
167
UMB Bank
Missouri
$3.35M -$108K -993 -3%
Thrivent Financial for Lutherans
168
Thrivent Financial for Lutherans
Minnesota
$3.33M -$1.67M -15,392 -33%
LCM
169
Liberty Capital Management
Michigan
$3.3M -$11K -101 -0.3%
NL
170
NDWM LLC
California
$3.3M -$20.5K -189 -0.6%
Northern Trust
171
Northern Trust
Illinois
$3.19M +$107K +984 +3%
Brown Advisory
172
Brown Advisory
Maryland
$3.16M +$2.44M +22,423 +335%
AWP
173
Astra Wealth Partners
New Jersey
$3.16M +$3.16M +29,062 New
SIA
174
Soltis Investment Advisors
Utah
$3.14M +$421K +3,879 +15%
KDA
175
Kraft Davis & Associates
Missouri
$3.14M +$198K +1,840 +7%