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iShares S&P Small-Cap 600 Value ETF

694 hedge funds and large institutions have $3.82B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 191 increasing their positions, 291 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
-96
Holders Change %
-12.15%
% of All Funds
12%
Holding in Top 10
20
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-31.03%
% of All Funds
0.35%
New
44
Increased
191
Reduced
291
Closed
128
Calls
$2.98M
Puts
$272K
Net Calls
+$2.7M
Net Calls Change
+$2.28M
Name Holding Trade Value Shares
Change
Shares
Change %
KWMG
226
King Wealth Management Group
Florida
$1.43M +$56.1K +681 +4%
EH
227
Equitable Holdings
New York
$1.43M -$48.6K -589 -3%
DE
228
Day & Ennis
Georgia
$1.42M +$172K +2,082 +14%
MA
229
Mutual Advisors
Nebraska
$1.42M -$1.17M -14,211 -45%
LWP
230
Lumature Wealth Partners
Georgia
$1.42M -$10.8K -131 -0.8%
PFA
231
Pure Financial Advisors
California
$1.41M -$53.2K -645 -4%
SLT
232
St Louis Trust
Missouri
$1.39M +$85.9K +1,056 +7%
RC
233
Rovin Capital
Arizona
$1.34M -$86.1K -1,044 -6%
GGI
234
GPM Growth Investors
Michigan
$1.32M -$2.14K -26 -0.2%
MFC
235
Morris Financial Concepts
South Carolina
$1.32M -$54.1K -656 -4%
T. Rowe Price Associates
236
T. Rowe Price Associates
Maryland
$1.31M
PFG
237
Pacific Financial Group
Washington
$1.3M -$111K -1,344 -8%
CAM
238
Cresset Asset Management
Illinois
$1.27M -$40.7K -494 -3%
AA
239
Alesco Advisors
New York
$1.26M +$9.4K +114 +0.8%
CAM
240
Cozad Asset Management
Illinois
$1.24M +$116K +1,402 +10%
SWP
241
Stratos Wealth Partners
Ohio
$1.23M +$33.3K +404 +3%
PA
242
Paragon Advisors
Texas
$1.22M +$1.22M +14,804 New
ABC
243
Associated Banc-Corp
Wisconsin
$1.21M -$166K -2,016 -12%
EWA
244
ERTS Wealth Advisors
Michigan
$1.21M +$660 +8 +0.1%
TNB
245
Thomasville National Bank
Georgia
$1.21M +$13.9K +168 +1%
BFA
246
Bragg Financial Advisors
North Carolina
$1.21M
ANB
247
Amarillo National Bank
Texas
$1.2M
WTC
248
WhitTier Trust Company
Nevada
$1.2M -$24.7K -300 -2%
PWM
249
PBMares Wealth Management
Virginia
$1.19M -$12.1K -147 -1%
SQA
250
Simon Quick Advisors
New Jersey
$1.19M +$55.6K +674 +5%