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iShares S&P Small-Cap 600 Value ETF

735 hedge funds and large institutions have $5.76B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 256 increasing their positions, 212 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
+26
Holders Change %
+3.67%
% of All Funds
11.63%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.54%
New
93
Increased
256
Reduced
212
Closed
55
Calls
$5.75M
Puts
$3.92M
Net Calls
+$1.83M
Net Calls Change
+$3.48M
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
601
Cerity Partners
New York
$152K -$536 -406 -0.4%
WWP
602
WR Wealth Planners
Missouri
$135K +$135K +1,316 New
IRAG
603
Investment Research & Advisory Group
Georgia
$132K
AIC
604
Archer Investment Corporation
Indiana
$130K -$29.1K -294 -18%
GWM
605
Geneos Wealth Management
Colorado
$123K -$399K -3,910 -76%
CG
606
Cutler Group
California
$122K +$122K +1,200 New
LWANC
607
Laurel Wealth Advisors (North Carolina)
North Carolina
$121K
DSC
608
Duncker Streett & Co
Missouri
$112K
CTB
609
Country Trust Bank
Illinois
$111K
MFT
610
Moisand Fitzgerald Tamayo
Florida
$110K -$101K -993 -48%
OFG
611
Oxford Financial Group
Indiana
$103K
CI
612
Cordant Inc
Oregon
$101K
LPP
613
Life Planning Partners
Florida
$101K
QCG
614
Quadrant Capital Group
Ohio
$99K -$410 -4 -0.4%
National Bank of Canada
615
National Bank of Canada
Quebec, Canada
$96K -$8.66K -85 -8%
TAM
616
Townsend Asset Management
North Carolina
$94K
TWA
617
TCI Wealth Advisors
Arizona
$93K
CDIA
618
Capital Directions Investment Advisors
Georgia
$92K +$92K +896 New
BFC
619
Bedel Financial Consulting
Indiana
$89K
SLWA
620
San Luis Wealth Advisors
California
$89K +$89K +848 New
SMG
621
Spectrum Management Group
Indiana
$86K
CWP
622
Concord Wealth Partners
Virginia
$83K -$51.3K -504 -38%
OCM
623
Orion Capital Management
California
$82K
GAM
624
Gemmer Asset Management
California
$81K
ECM
625
ExodusPoint Capital Management
New York
$81K +$81K +790 New