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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 %
LSA
526
Lansing Street Advisors
Pennsylvania
$338K +$338K +3,801 New
WC
527
Weil Company
California
$335K -$10.7K -120 -3%
DY
528
Dowling & Yahnke
California
$334K -$7.91K -89 -2%
HWA
529
HHM Wealth Advisors
Tennessee
$333K +$185K +2,075 +125%
CL
530
CIM LLC
New York
$331K +$5.27K +59 +2%
SCA
531
Snowden Capital Advisors
New York
$328K -$106K -1,189 -24%
SFPM
532
Sensible Financial Planning & Management
Massachusetts
$326K -$1.42K -16 -0.4%
PPW
533
Parcion Private Wealth
Washington
$325K +$97.3K +1,054 +43%
KFI
534
Key Financial Inc
Pennsylvania
$323K
CL
535
Choreo LLC
Illinois
$323K +$624 +7 +0.2%
Brown Advisory
536
Brown Advisory
Maryland
$322K +$60.4K +679 +23%
WT
537
Whittier Trust
California
$320K
MBT
538
Montecito Bank & Trust
California
$320K
SWM
539
SeaCrest Wealth Management
New York
$319K -$28.3K -318 -8%
OWA
540
Outlook Wealth Advisors
Texas
$319K -$21.6K -243 -6%
CFS
541
Cannon Financial Strategists
Georgia
$315K
DIA
542
Dana Investment Advisors
Wisconsin
$313K +$14.9K +167 +5%
MCM
543
Maple Capital Management
Vermont
$312K
GTAM
544
Global Trust Asset Management
Florida
$310K -$4.45K -50 -1%
BFAG
545
Blackston Financial Advisory Group
Florida
$310K +$28.7K +321 +10%
TPWA
546
TRUE Private Wealth Advisors
Oregon
$309K +$309K +3,473 New
MIC
547
Means Investment Company
Maine
$307K +$356 +4 +0.1%
BCA
548
Bay Colony Advisors
Massachusetts
$305K -$84.2K -871 -22%
JE
549
JMAC Enterprises
Pennsylvania
$303K -$22.3K -250 -7%
CIR
550
Clear Investment Research
Georgia
$299K +$4.9K +55 +2%