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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 %
William Blair & Company
301
William Blair & Company
Illinois
$842K +$14.1K +171 +2%
CSA
302
Cottage Street Advisors
Massachusetts
$836K
IFO
303
Independent Family Office
New York
$831K -$46.1K -559 -5%
LNC
304
Lincoln National Corp
Pennsylvania
$831K +$12.9K +157 +2%
VFIC
305
Valley Forge Investment Consultants
Pennsylvania
$828K +$742K +9,000 +865%
LSA
306
Lansing Street Advisors
Pennsylvania
$823K +$510K +6,180 +163%
WCWM
307
Willow Creek Wealth Management
California
$818K
AllianceBernstein
308
AllianceBernstein
Tennessee
$815K +$84.5K +1,025 +12%
IA
309
IFG Advisory
Georgia
$811K +$236K +2,864 +41%
PWLP
310
Prio Wealth Limited Partnership
Massachusetts
$810K -$39.6K -480 -5%
CAL
311
Capital Analysts LLC
Pennsylvania
$802K -$176K -2,138 -18%
BAG
312
Briggs Advisory Group
Rhode Island
$801K
FFN
313
Focus Financial Network
Minnesota
$786K -$1.12M -13,554 -59%
WP
314
WealthShield Partners
North Carolina
$777K -$1.34M -16,194 -63%
SA
315
Sunesis Advisors
Kansas
$776K
APWM
316
Atlas Private Wealth Management
New York
$770K +$30.3K +367 +4%
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$758K -$77.9M -945,178 -99%
BAM
318
Belpointe Asset Management
Nevada
$754K -$467K -5,657 -38%
BFO
319
Boston Family Office
Massachusetts
$750K -$104K -1,267 -12%
AFP
320
Ausdal Financial Partners
Iowa
$747K -$55.9K -678 -7%
HI
321
Harbour Investments
Wisconsin
$747K
PFS
322
Prospera Financial Services
Texas
$744K +$161K +1,960 +28%
PTC
323
Private Trust Company
Ohio
$737K -$130K -1,581 -15%
VCS
324
Vaughan & Co Securities
New Jersey
$720K
MLIC
325
Mandatum Life Insurance Company
Finland
$718K