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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 %
CA
326
Claro Advisors
Massachusetts
$709K
JFA
327
JNBA Financial Advisors
Minnesota
$704K -$3.71K -45 -0.5%
WPW
328
Waldron Private Wealth
Pennsylvania
$704K -$3.62K -44 -0.5%
PGFC
329
Peapack-Gladstone Financial Corp
New Jersey
$696K
USCWA
330
U.S. Capital Wealth Advisors
Texas
$682K -$161K -1,954 -19%
EE
331
EWG Elevate
California
$671K -$6.11M -74,066 -90%
WANY
332
Wealthspire Advisors (New York)
New York
$665K +$272K +3,307 +69%
SI
333
Stephens Inc
Arkansas
$663K -$12.4K -150 -2%
VWM
334
Valley Wealth Managers
New Jersey
$661K -$82.6K -1,002 -11%
AC
335
AWM Capital
Arizona
$640K
ATC
336
Argent Trust Co
Tennessee
$632K
Luther King Capital Management (LKCM)
337
Luther King Capital Management (LKCM)
Texas
$630K -$681K
MSAM
338
Moloney Securities Asset Management
Missouri
$630K
MG
339
Mather Group
Illinois
$628K -$825 -10 -0.1%
CHC
340
City Holding Co
West Virginia
$622K -$8.24K -100 -1%
NWM
341
Northwest Wealth Management
Iowa
$611K +$989 +12 +0.2%
MMA
342
Miracle Mile Advisors
California
$606K
TFS
343
TrustCore Financial Services
Tennessee
$603K
SC
344
Schoolcraft Capital
Colorado
$601K +$412 +5 +0.1%
SWA
345
Stratos Wealth Advisors
Ohio
$598K -$1.4M -16,982 -70%
GA
346
Greenspring Advisors
Maryland
$597K
RJT
347
Raymond James Trust
Florida
$595K -$34.7K -421 -6%
AWM
348
Avior Wealth Management
Nebraska
$594K -$8.07K -98 -1%
ICG
349
InterOcean Capital Group
Tennessee
$593K +$593K +7,191 New
AFC
350
AFT Forsyth & Company
Florida
$592K