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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 %
PA
351
Planning Alternatives
Michigan
$966K
PIMG
352
Patriot Investment Management Group
Tennessee
$944K +$89 +1 +0%
TSW
353
Thompson Siegel & Walmsley
Virginia
$942K -$857K -9,623 -48%
PTC
354
Private Trust Company
Ohio
$937K +$937K +10,522 New
NFG
355
Nations Financial Group
Iowa
$935K -$307K -3,450 -25%
FPCG
356
Forum Private Client Group
Indiana
$934K +$91.5K +1,028 +11%
PWMG
357
Provence Wealth Management Group
California
$926K +$926K +10,406 New
CAG
358
Csenge Advisory Group
Florida
$925K +$332K +3,731 +56%
BFO
359
Boston Family Office
Massachusetts
$924K +$677K +7,600 +274%
PWLP
360
Prio Wealth Limited Partnership
Massachusetts
$918K
WEG
361
World Equity Group
Illinois
$910K +$535K +6,007 +143%
USCWA
362
U.S. Capital Wealth Advisors
Texas
$910K +$164K +1,844 +22%
TAIM
363
TD Ameritrade Investment Management
Nebraska
$903K -$26.3K -295 -3%
CSA
364
Cottage Street Advisors
Massachusetts
$903K +$53.5K +601 +6%
HA
365
HYA Advisors
Missouri
$901K +$267 +3 +0%
VFIC
366
Valley Forge Investment Consultants
Pennsylvania
$894K -$7.72M -8,988 -90%
William Blair & Company
367
William Blair & Company
Illinois
$894K -$46.5K -522 -5%
BWM
368
BT Wealth Management
Georgia
$894K +$894K +10,047 New
LNC
369
Lincoln National Corp
Pennsylvania
$884K +$61.2K +687 +7%
WCWM
370
Willow Creek Wealth Management
California
$883K -$47.4K -532 -5%
MYIA
371
Mount Yale Investment Advisors
Colorado
$868K +$868K +9,752 New
AFP
372
Ausdal Financial Partners
Iowa
$867K +$40.5K +455 +5%
BAG
373
Briggs Advisory Group
Rhode Island
$865K -$1.78K -20 -0.2%
BBPWM
374
Blue Bell Private Wealth Management
Pennsylvania
$853K +$715K +8,032 +518%
DL
375
DOHJ LLC
Washington
$850K +$145K +1,624 +20%