As of the latest SEC filings, CATHAY GENERAL BANCORP (CATY) is held by 306 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $201,349,687.86 in market value, representing 0.22% of its portfolio.
Funds holding CATHAY GENERAL BANCORP (CATY)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CATY
- CIK:
- 0000861842
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.22% | $201,349,687.86 | 4,038,301 | Mar 31, 2026 | May 26, 2026 |
|
SCHD
Schwab U.S. Dividend Equity ETF
|
ETF | Charles Schwab | 0.12% | $104,606,890.53 | 2,104,343 | Feb 28, 2026 | Apr 24, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $101,518,151.04 | 2,036,064 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.11% | $80,114,848.56 | 1,606,796 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.04% | $73,326,908.16 | 1,470,656 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.28% | $65,580,712.86 | 1,319,266 | Feb 28, 2026 | Apr 29, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.26% | $48,393,223.06 | 863,702 | Apr 30, 2026 | Jun 24, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.08% | $46,737,218.34 | 937,369 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.05% | $37,305,102.42 | 748,197 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.11% | $35,904,920.48 | 640,816 | Apr 30, 2026 | Jun 26, 2026 |
|
OSCAX
Invesco Main Street Small Cap Fund
|
MF | Invesco | 1.39% | $30,567,969.36 | 613,076 | Mar 31, 2026 | May 28, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.40% | $30,523,195.08 | 612,178 | Mar 31, 2026 | May 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.22% | $30,315,827.34 | 608,019 | Mar 31, 2026 | May 28, 2026 |
|
NDVUX
MFS New Discovery Value Fund
|
MF | Independent / Boutique | 1.08% | $29,536,041.57 | 594,167 | Feb 28, 2026 | Apr 24, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.18% | $28,570,985.69 | 509,923 | Apr 30, 2026 | Jun 24, 2026 |
|
PASVX
T. Rowe Price Small-Cap Value Fund, Inc.
|
MF | T. Rowe Price | 0.31% | $28,167,010.92 | 564,922 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.23% | $28,120,591.26 | 563,991 | Mar 31, 2026 | May 28, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.75% | $27,880,714.80 | 559,180 | Mar 31, 2026 | May 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.20% | $26,903,757.01 | 480,167 | Apr 30, 2026 | Jun 29, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.25% | $24,300,866.52 | 487,382 | Mar 31, 2026 | May 28, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.26% | $19,326,371.87 | 344,929 | Apr 30, 2026 | Jun 29, 2026 |
|
BBVSX
Bridge Builder Small/Mid Cap Value Fund
|
MF | Independent / Boutique | 0.20% | $17,810,989.20 | 357,220 | Mar 31, 2026 | May 22, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.04% | $17,701,134.48 | 356,088 | Feb 28, 2026 | Apr 24, 2026 |
|
SLYV
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
|
ETF | State Street (SPDR) | 0.43% | $17,547,179.94 | 351,929 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.09% | $17,527,696.81 | 312,827 | Apr 30, 2026 | Jun 24, 2026 |
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