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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 %
CF
501
Centaurus Financial
California
$393K +$393K +4,411 New
OPOWM
502
One Plus One Wealth Management
Florida
$393K +$393K +4,412 New
HNWAG
503
High Net Worth Advisory Group
Florida
$392K
9WM
504
9258 Wealth Management
Ohio
$392K +$356 +4 +0.1%
RA
505
RFG Advisory
Alabama
$392K +$392K +4,077 New
FHC
506
First Heartland Consultants
Missouri
$387K -$1.68M -18,955 -81%
SEM
507
Strategic Equity Management
Arizona
$387K +$55.7K +626 +17%
BPA
508
Beacon Pointe Advisors
California
$384K -$80K -896 -17%
HHRDM
509
H&H Retirement Design & Management
Nevada
$377K +$377K +3,883 New
IWA
510
Inspirion Wealth Advisors
Illinois
$375K +$375K +4,215 New
PSF
511
Pacific Sun Financial
California
$370K
CWP
512
Curated Wealth Partners
California
$366K
WS
513
Wedbush Securities
California
$363K +$107K +1,198 +42%
VAS
514
Vestmark Advisory Solutions
Massachusetts
$360K +$360K +4,043 New
CIA
515
Capital Investment Advisors
Georgia
$356K
GPA
516
Guidance Point Advisors
Massachusetts
$356K +$1.07K +12 +0.3%
VNA
517
Valley National Advisers
Pennsylvania
$355K
NS
518
Newman & Schimel
Illinois
$355K +$1.87K +21 +0.5%
ANTB
519
AMG National Trust Bank
Colorado
$355K +$124K +1,280 +54%
VCP
520
Vista Capital Partners
Oregon
$354K
LWAC
521
Laurel Wealth Advisors (California)
California
$354K +$354K +3,983 New
LWA
522
LWS Wealth Advisors
New Jersey
$342K -$25K -281 -7%
MWA
523
Monograph Wealth Advisors
California
$342K
IIC
524
Integrated Investment Consultants
Michigan
$339K +$145K +1,625 +75%
CCA
525
Clearwater Capital Advisors
Illinois
$338K