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iShares S&P Small-Cap 600 Value ETF

790 hedge funds and large institutions have $5.71B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 326 increasing their positions, 181 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+55
Holders Change %
+7.48%
% of All Funds
13.36%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.49%
New
137
Increased
326
Reduced
181
Closed
70
Calls
$1.4M
Puts
$971K
Net Calls
+$428K
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
301
PBMares Wealth Management
Virginia
$1.3M -$17.1K -192 -1%
BFA
302
Bragg Financial Advisors
North Carolina
$1.3M +$238K +2,670 +22%
ANB
303
Amarillo National Bank
Texas
$1.3M
SWP
304
Stratos Wealth Partners
Ohio
$1.29M +$320K +3,597 +33%
TNB
305
Thomasville National Bank
Georgia
$1.29M -$67.4K -757 -5%
PWM
306
Perigon Wealth Management
California
$1.29M +$1.29M +14,493 New
AMCA
307
Arthur M. Cohen & Associates
Illinois
$1.25M +$556K +6,250 +80%
SXL
308
Summit X LLC
Missouri
$1.25M +$1.25M +14,001 New
SWM
309
SigFig Wealth Management
California
$1.24M +$1.24M +13,189 New
H
310
HoyleCohen
California
$1.24M +$1.24M +13,899 New
D
311
Dentgroup
Louisiana
$1.23M +$181K +2,035 +17%
CAM
312
Cozad Asset Management
Illinois
$1.21M +$471K +5,287 +64%
TF
313
TIAA FSB
Florida
$1.19M -$19.8K -222 -2%
ZF
314
Zhang Financial
Michigan
$1.19M -$9.7K -109 -0.8%
MIAN
315
Mariner Independent Advisor Network
Kansas
$1.19M -$1.73M -19,466 -59%
KWM
316
Keebeck Wealth Management
Illinois
$1.19M +$1.19M +13,353 New
CC
317
Courier Capital
New York
$1.17M
WMP
318
Wealth Management Partners
Arizona
$1.17M
RB
319
Renasant Bank
Mississippi
$1.16M -$152K -1,706 -12%
TFA
320
Tobias Financial Advisors
Florida
$1.16M -$1.96K -22 -0.2%
CG
321
Colony Group
Massachusetts
$1.15M
HWM
322
HighMark Wealth Management
Minnesota
$1.14M +$91K +1,023 +9%
TLFA
323
True Link Financial Advisors
California
$1.14M +$927K +10,410 +441%
AIS
324
American Investment Services
Massachusetts
$1.14M +$53.5K +601 +5%
FDCDDQ
325
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.13M +$33.8K +380 +3%