IJS icon

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 %
SA
376
Sunesis Advisors
Kansas
$838K -$5.52K -62 -0.7%
VWM
377
Valley Wealth Managers
New Jersey
$803K -$129K -1,448 -14%
CFD
378
Creative Financial Designs
Indiana
$800K +$227K +2,554 +40%
APWM
379
Atlas Private Wealth Management
New York
$799K +$31.4K +353 +4%
MFA
380
Mayflower Financial Advisors
Massachusetts
$798K +$798K +8,967 New
AllianceBernstein
381
AllianceBernstein
Tennessee
$789K -$69.4K -780 -8%
IWN
382
Independent Wealth Network
Iowa
$786K -$76.9K -863 -9%
AL
383
ACAS LLC
California
$779K -$13.1K -136 -2%
VCS
384
Vaughan & Co Securities
New Jersey
$778K
VWA
385
Visionary Wealth Advisors
Illinois
$778K +$29.2K +328 +4%
MLIC
386
Mandatum Life Insurance Company
Finland
$776K -$96.9K -1,088 -11%
WPW
387
Waldron Private Wealth
Pennsylvania
$765K -$764K -8,588 -50%
JFA
388
JNBA Financial Advisors
Minnesota
$764K -$4.99K -56 -0.6%
TA
389
TrueWealth Advisors
Alabama
$756K +$120K +1,352 +19%
PGFC
390
Peapack-Gladstone Financial Corp
New Jersey
$751K
FMII
391
Farmers & Merchants Investments Inc
Nebraska
$749K
HI
392
Harbour Investments
Wisconsin
$747K +$747K +8,386 New
KWS
393
Keystone Wealth Services
California
$736K +$421K +4,732 +134%
VWM
394
Venturi Wealth Management
Texas
$736K +$736K +8,269 New
SI
395
Stephens Inc
Arkansas
$729K +$85.4K +960 +13%
SHFP
396
Second Half Financial Partners
Florida
$723K
PPW
397
Pinnacle Private Wealth
Massachusetts
$718K -$17.2K -193 -2%
CA
398
Claro Advisors
Massachusetts
$709K -$58.5K -658 -8%
LF
399
Lantz Financial
Illinois
$706K +$706K +7,927 New
SFC
400
SYM Financial Corp
Indiana
$706K +$706K +7,931 New