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iShares S&P Small-Cap 600 Value ETF

728 hedge funds and large institutions have $4.1B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 232 increasing their positions, 249 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+34
Holders Change %
+4.9%
% of All Funds
11.75%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.47%
New
105
Increased
232
Reduced
249
Closed
53
Calls
$1.35M
Puts
$192K
Net Calls
+$1.16M
Net Calls Change
-$1.55M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
251
Stratos Wealth Partners
Ohio
$1.34M -$25.2K -276 -2%
BFA
252
Bragg Financial Advisors
North Carolina
$1.34M
CAM
253
Campion Asset Management
Virginia
$1.32M +$91.3K +1,000 +7%
SQA
254
Simon Quick Advisors
New Jersey
$1.32M -$1.55K -17 -0.1%
TNB
255
Thomasville National Bank
Georgia
$1.31M -$28.7K -314 -2%
DE
256
Day & Ennis
Georgia
$1.3M -$271K -2,971 -17%
CG
257
Colony Group
Massachusetts
$1.3M +$252K +2,762 +24%
CS
258
Credit Suisse
Switzerland
$1.29M -$435K -4,767 -25%
T. Rowe Price Associates
259
T. Rowe Price Associates
Maryland
$1.29M -$153K -1,679 -11%
AMCA
260
Arthur M. Cohen & Associates
Illinois
$1.28M
EWA
261
ERTS Wealth Advisors
Michigan
$1.28M -$56K -613 -4%
IA
262
IFP Advisors
Florida
$1.27M -$6.53M -39,578 -84%
ZF
263
Zhang Financial
Michigan
$1.26M -$22.8K -250 -2%
IWM
264
IHT Wealth Management
Illinois
$1.25M +$101K +1,106 +9%
HNB
265
Huntington National Bank
Ohio
$1.25M -$1.51M
SXL
266
Summit X LLC
Missouri
$1.25M +$1.25M +14,001 New
BAM
267
Belpointe Asset Management
Nevada
$1.24M +$410K +4,495 +49%
Citadel Advisors
268
Citadel Advisors
Florida
$1.24M -$2.58M -28,211 -67%
IWC
269
Integrated Wealth Concepts
Massachusetts
$1.23M -$46.7K -511 -4%
TF
270
TIAA FSB
Florida
$1.23M +$14.2K +156 +1%
FAM
271
Frontier Asset Management
Wyoming
$1.22M +$1.22M +13,389 New
TFA
272
Tobias Financial Advisors
Florida
$1.22M -$13K -142 -1%
SIA
273
Soltis Investment Advisors
Utah
$1.21M -$1.11M -12,170 -48%
WTC
274
WhitTier Trust Company
Nevada
$1.2M -$128K -1,400 -10%
HWM
275
HighMark Wealth Management
Minnesota
$1.19M +$10.6K +116 +0.9%