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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 %
FHA
326
First Horizon Advisors
Tennessee
$1.12M +$883K +9,926 +375%
SB
327
Simmons Bank
Arkansas
$1.11M -$126K -1,414 -10%
OAM
328
Occidental Asset Management
California
$1.11M -$189K -2,123 -15%
4WM
329
4J Wealth Management
Virginia
$1.11M +$1.11M +12,468 New
AFA
330
American Financial Advisors
Georgia
$1.1M -$39.4K -443 -3%
TWM
331
Tradition Wealth Management
Minnesota
$1.1M +$1.04M +11,687 +1,734%
AWE
332
Avidian Wealth Enterprises
Texas
$1.09M +$728K +8,171 +203%
CAM
333
Campion Asset Management
Virginia
$1.08M +$94.3K +1,060 +10%
MCIA
334
Mountain Capital Investment Advisors
Colorado
$1.08M +$1.08M +12,035 New
FTS
335
Fifth Third Securities
Ohio
$1.08M +$1.08M +12,120 New
FWP
336
FAS Wealth Partners
Kansas
$1.08M -$15.8K -177 -1%
CWA
337
Clearview Wealth Advisors
Oregon
$1.06M +$1.06M +11,945 New
CAL
338
Capital Analysts LLC
Pennsylvania
$1.06M +$207K +2,326 +24%
GA
339
GFS Advisors
Texas
$1.03M -$139K -1,566 -12%
AWM
340
Apollon Wealth Management
South Carolina
$1.03M +$576K +6,477 +127%
EDRIA
341
Edmonds Duncan Registered Investment Advisors
Kansas
$1.03M -$180K -2,024 -15%
SEIA
342
Signature Estate & Investment Advisors
California
$1.02M +$12.2K +137 +1%
SPAS
343
Spectrum Planning & Advisory Services
California
$1.01M +$1.01M +11,330 New
RFA
344
Resurgent Financial Advisors
Georgia
$999K +$999K +11,223 New
CWM
345
Concentric Wealth Management
California
$994K +$15.9K +179 +2%
MA
346
MCF Advisors
Kentucky
$990K -$6.14K -69 -0.6%
BSB
347
Bangor Savings Bank
Maine
$983K
GVAG
348
Great Valley Advisor Group
Delaware
$978K -$404K -4,534 -29%
CSPIA
349
Cary Street Partners Investment Advisory
Virginia
$973K +$62.9K +706 +7%
GIA
350
Gladstone Institutional Advisory
Florida
$969K +$39.6K +445 +4%