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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 %
OSAM
576
O'Shaughnessy Asset Management
Connecticut
$269K
QPWM
577
Quadrant Private Wealth Management
Pennsylvania
$269K +$269K +3,021 New
HR
578
Howe & Rusling
New York
$268K
EW
579
Element Wealth
Mississippi
$268K +$800 +9 +0.3%
WH
580
Willner & Heller
California
$267K +$8.92K +100 +3%
MAM
581
MMA Asset Management
Pennsylvania
$266K +$89 +1 +0%
FCBT
582
First Citizens Bank & Trust
North Carolina
$266K +$75.7K +850 +40%
HIM
583
Hanlon Investment Management
New Jersey
$265K +$265K +2,973 New
UL
584
Unionview LLC
Washington
$265K +$265K +2,981 New
SSB
585
Sandy Spring Bank
Maryland
$263K -$1.43K -16 -0.5%
MWM
586
Merriman Wealth Management
Washington
$261K -$133M -1,488,414 -100%
AIA
587
Arcadia Investment Advisors
Idaho
$259K
AW
588
Avion Wealth
Texas
$258K
CT
589
Columbia Trust
Oregon
$258K
SFWA
590
Summit Financial Wealth Advisors
Louisiana
$255K +$255K +2,740 New
WWM
591
Western Wealth Management
Colorado
$255K +$255K +2,806 New
FA
592
Fiducient Advisors
Illinois
$254K -$1.87K -21 -0.7%
TC
593
TownSquare Capital
Utah
$254K +$254K +2,852 New
FWTB
594
First Western Trust Bank
Colorado
$251K
AWM
595
Alterna Wealth Management
Texas
$249K +$249K +2,800 New
SFWC
596
Strategic Family Wealth Counselors
New Jersey
$247K -$41.4K -464 -14%
EWM
597
Endurance Wealth Management
Rhode Island
$245K
WAP
598
Wealthcare Advisory Partners
Pennsylvania
$242K +$534 +6 +0.2%
QCIG
599
Quad-Cities Investment Group
Iowa
$242K +$4.62K +52 +2%
WCF
600
West Coast Financial
California
$240K