IJS icon

iShares S&P Small-Cap 600 Value ETF

755 hedge funds and large institutions have $4.36B invested in iShares S&P Small-Cap 600 Value ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 226 increasing their positions, 317 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
-41
Holders Change %
-5.15%
% of All Funds
10.95%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.29%
New
44
Increased
226
Reduced
317
Closed
72
Calls
$3.73M
Puts
$1.65M
Net Calls
+$2.08M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Shares
Change %
FPAS
201
Focus Partners Advisor Solutions
Missouri
$2.49M +$727K +7,076 +41%
PP
202
PrairieView Partners
Minnesota
$2.49M -$5.04K -49 -0.2%
ATI
203
ARK & TLK Investments
Oklahoma
$2.45M +$1.75K +17 +0.1%
ABC
204
Associated Banc-Corp
Wisconsin
$2.42M +$150K +1,455 +7%
MAM
205
Milestone Asset Management
Pennsylvania
$2.41M +$2.41M +23,481 New
OA
206
Operose Advisors
Wisconsin
$2.4M -$2.17M -21,082 -47%
Natixis Advisors
207
Natixis Advisors
Massachusetts
$2.37M -$5.45K -53 -0.2%
AWM
208
Apollon Wealth Management
South Carolina
$2.36M -$81.7K -795 -3%
TIA
209
Tiemann Investment Advisors
California
$2.35M -$32.4K -315 -1%
EH
210
Equitable Holdings
New York
$2.34M +$165K +1,602 +8%
KDA
211
Kraft Davis & Associates
Missouri
$2.34M -$115K -1,130 -5%
MFG
212
Mainsail Financial Group
Washington
$2.32M +$31.7K +308 +1%
SIA
213
Soltis Investment Advisors
Utah
$2.32M +$158K +1,536 +7%
BL
214
BFSG LLC
California
$2.31M -$636K -6,188 -22%
LF
215
LifeSteps Financial
California
$2.29M -$13.8K -134 -0.6%
TSWM
216
Triangle Securities Wealth Management
North Carolina
$2.25M +$1.95K +19 +0.1%
EFG
217
Ehrlich Financial Group
California
$2.19M +$1.52M +14,819 +229%
GIM
218
Goelzer Investment Management
Indiana
$2.15M -$108K -1,049 -5%
MCA
219
MSH Capital Advisors
Arizona
$2.14M +$157K +1,523 +8%
SF
220
Summit Financial
New Jersey
$2.12M +$30.1K +293 +1%
WB
221
WesBanco Bank
West Virginia
$2.11M +$933K +9,076 +80%
HNB
222
Huntington National Bank
Ohio
$2.1M -$1.9M
CAC
223
Certified Advisory Corp
Florida
$2.05M -$1.13K -11 -0.1%
SLT
224
St Louis Trust
Missouri
$2.05M +$7.19K +70 +0.4%
GWMR
225
GC Wealth Management RIA
Massachusetts
$2.04M +$2.04M +19,878 New