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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 %
TRIA
376
Trail Ridge Investment Advisors
Colorado
$501K -$104K -1,072 -17%
AWM
377
Apollon Wealth Management
South Carolina
$499K -$454K -5,507 -48%
MAM
378
Mystic Asset Management
Rhode Island
$497K
BWA
379
BDO Wealth Advisors
Florida
$492K +$412 +5 +0.1%
AC
380
Apella Capital
Connecticut
$487K -$22.9K -278 -4%
GG
381
Gofen & Glossberg
Illinois
$485K
RIA
382
Regal Investment Advisors
Michigan
$483K -$1.06M -12,829 -69%
NOI
383
Newton One Investments
Delaware
$481K
FHA
384
First Horizon Advisors
Tennessee
$477K -$559K -6,782 -54%
HSWM
385
Hubbell Strickland Wealth Management
Louisiana
$477K -$17K -206 -3%
VIA
386
Vickerman Investment Advisors
Washington
$476K -$7.34K -89 -2%
AFS
387
Annapolis Financial Services
Maryland
$461K +$13.1K +159 +3%
JWM
388
JGP Wealth Management
Oregon
$460K +$28.4K +335 +7%
PAS
389
Park Avenue Securities
New York
$459K -$51.3M -622,033 -99%
BC
390
Barrett & Company
Rhode Island
$459K +$459K +5,024 New
FFBTD
391
First Financial Bank - Trust Division
Ohio
$448K
CPSAC
392
Chas P. Smith & Associates (CPS)
Florida
$445K +$989 +12 +0.2%
AAS
393
Ameritas Advisory Services
Nebraska
$444K -$20.4K -247 -4%
FMII
394
Farmers & Merchants Investments Inc
Nebraska
$443K -$250K -3,033 -36%
PA
395
PFG Advisors
Arizona
$441K +$441K +5,353 New
DFC
396
DBK Financial Counsel
Ohio
$436K +$8.66K +105 +2%
TC
397
TAP Consulting
Missouri
$433K +$330 +4 +0.1%
ACIM
398
Azimuth Capital Investment Management
Michigan
$432K -$6.18K -75 -1%
RCAG
399
Rehmann Capital Advisory Group
Michigan
$431K -$114K -1,381 -21%
MC
400
Moors & Cabot
Massachusetts
$424K +$51.6K +626 +14%