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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.

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 %
Stifel Financial
26
Stifel Financial
Missouri
$27.6M -$1.37M -16,626 -5%
Mariner
27
Mariner
Kansas
$26.6M -$1.5M -18,233 -5%
B
28
Bailard
California
$25.5M +$221K +2,682 +0.9%
PHAM
29
Palisades Hudson Asset Management
Florida
$25.2M +$730K +8,850 +3%
PA
30
Probity Advisors
Texas
$24.3M -$216K -2,623 -0.9%
OCM
31
One Capital Management
California
$23.9M +$626K +7,589 +3%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$23.7M -$497K -6,032 -2%
Goldman Sachs
33
Goldman Sachs
New York
$23.6M +$1.06M +12,811 +5%
Osaic Holdings
34
Osaic Holdings
Arizona
$20.4M -$52.2M -632,875 -72%
GIA
35
GHP Investment Advisors
Colorado
$18.9M -$125K -1,520 -0.7%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$18.2M -$9.04M -109,595 -33%
SFI
37
SPC Financial Inc
Maryland
$18.1M +$313K +3,793 +2%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$18.1M +$3.26M +38,429 +22%
PFM
39
Phillips Financial Management
Indiana
$17.9M -$181K -2,190 -1%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$17.5M -$3.65M -44,273 -17%
RVPG
41
Relative Value Partners Group
$17.2M -$180K -2,185 -1%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$16.2M +$641K +7,777 +4%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$16.1M -$41M -497,572 -72%
HWA
44
Heartwood Wealth Advisors
Virginia
$15.5M +$348K +4,215 +2%
Creative Planning
45
Creative Planning
Kansas
$12.9M -$279K -3,383 -2%
SAF
46
Smith Anglin Financial
Texas
$11.7M +$4.63M +56,140 +65%
Cerity Partners
47
Cerity Partners
New York
$11.7M -$935K -11,344 -7%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$11.5M +$1.15M +13,951 +11%
EIP
49
Ellis Investment Partners
Pennsylvania
$11.1M +$162K +1,969 +1%
MCM
50
MAI Capital Management
Ohio
$10.9M +$726K +8,799 +7%