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iShares S&P Small-Cap 600 Value ETF

709 hedge funds and large institutions have $5.94B invested in iShares S&P Small-Cap 600 Value ETF in 2021 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 220 increasing their positions, 205 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
+72
Holders Change %
+11.3%
% of All Funds
10.95%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.43%
New
135
Increased
220
Reduced
205
Closed
51
Calls
$7.2M
Puts
$8.85M
Net Calls
-$1.65M
Net Calls Change
-$4.36M
Name Holding Trade Value Shares
Change
Shares
Change %
RF
226
Resolute Financial
Massachusetts
$1.84M +$1.84M +17,633 New
AWE
227
Avidian Wealth Enterprises
Texas
$1.84M +$1.41M +13,484 +329%
SLT
228
St Louis Trust
Missouri
$1.79M +$14.2K +136 +0.8%
ABC
229
Associated Banc-Corp
Wisconsin
$1.75M +$2.4K +23 +0.1%
TPCW
230
TD Private Client Wealth
New York
$1.74M -$25.6K -245 -1%
MCA
231
MSH Capital Advisors
Arizona
$1.73M +$1.73M +16,596 New
LWP
232
Lumature Wealth Partners
Georgia
$1.73M +$132K +1,267 +8%
BFG
233
Barber Financial Group
Kansas
$1.73M -$38.8M -371,317 -96%
RSWM
234
Robertson Stephens Wealth Management
California
$1.72M +$509K +4,871 +42%
NFG
235
Nations Financial Group
Iowa
$1.72M -$8.05K -77 -0.5%
PFA
236
Pure Financial Advisors
California
$1.69M -$41.6K -398 -2%
MFC
237
Morris Financial Concepts
South Carolina
$1.68M +$1.68M +16,120 New
GA
238
GFS Advisors
Texas
$1.68M -$50.2K -480 -3%
HNB
239
Huntington National Bank
Ohio
$1.64M -$1.39M -3,962 Closed
AA
240
Alesco Advisors
New York
$1.61M -$18.8K -180 -1%
PWM
241
PBMares Wealth Management
Virginia
$1.6M -$38.2K -366 -2%
TNB
242
Thomasville National Bank
Georgia
$1.59M -$15.7K -150 -1%
RB
243
Renasant Bank
Mississippi
$1.56M -$76.3K -730 -5%
KWMG
244
King Wealth Management Group
Florida
$1.54M +$1.54M +14,711 New
WTC
245
WhitTier Trust Company
Nevada
$1.53M
T. Rowe Price Associates
246
T. Rowe Price Associates
Maryland
$1.48M
SWM
247
Spire Wealth Management
Virginia
$1.46M +$72.5K +694 +5%
IPW
248
Intergy Private Wealth
Colorado
$1.45M +$1.45M +13,901 New
TF
249
TIAA FSB
Florida
$1.43M +$1.43M +13,716 New
WMP
250
Wealth Management Partners
Arizona
$1.42M +$56.1K +553 +4%