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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 %
FNBOO
401
First National Bank of Omaha
Nebraska
$421K
CFP
402
Cypress Financial Planning
New Jersey
$420K +$8.08K +98 +2%
SMA
403
Sage Mountain Advisors
Georgia
$417K
CL
404
Choreo LLC
Illinois
$417K +$118K +1,436 +40%
UL
405
Unionview LLC
Washington
$416K +$170K +2,060 +69%
SIC
406
Shoker Investment Counsel
Ohio
$412K
TPSF
407
Texas Permanent School Fund
Texas
$412K +$412K +4,993 New
MBFW
408
Morton Brown Family Wealth
Pennsylvania
$411K +$395K +4,790 +2,534%
RC
409
RegentAtlantic Capital
New Jersey
$408K -$3.87K -47 -0.9%
TIM
410
Thompson Investment Management
Wisconsin
$408K +$7K +85 +2%
RPCONE
411
Retirement Planning Company of New England
Rhode Island
$405K +$823 +10 +0.2%
KWS
412
Keystone Wealth Services
California
$404K -$277K -3,363 -41%
H
413
HoyleCohen
California
$398K -$749K -9,075 -65%
TF
414
Tompkins Financial
New York
$395K
BF
415
Blankinship & Foster
California
$394K
RIA
416
Realta Investment Advisors
Delaware
$393K +$2.39K +29 +0.6%
DJYG
417
David J. Yvars Group
Florida
$391K -$52.6K -634 -12%
DADC
418
D.A. Davidson & Co
Montana
$390K -$103K -1,642 -21%
TGAM
419
TBH Global Asset Management
Tennessee
$390K
BB
420
Busey Bank
Illinois
$387K -$9.32K -113 -2%
WEG
421
World Equity Group
Illinois
$386K -$457K -5,537 -54%
EFS
422
Essex Financial Services
Connecticut
$385K -$16.2K -197 -4%
First Trust Advisors
423
First Trust Advisors
Illinois
$384K +$3.38K +41 +0.9%
SCM
424
SOL Capital Management
Maryland
$383K -$7.42K -90 -2%
WSTAM
425
Wilbanks Smith & Thomas Asset Management
Virginia
$383K -$1.07K -13 -0.3%