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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 %
CPWMP
601
Cardinal Point Wealth Management Partners
California
$240K
NB
602
Nicolet Bankshares
Wisconsin
$239K +$239K +2,682 New
CWA
603
CM Wealth Advisors
Ohio
$238K +$238K +2,676 New
BFS
604
Bradley Foster & Sargent
Connecticut
$236K +$236K +2,652 New
CW
605
Connectus Wealth
Ohio
$236K +$236K +2,655 New
Principal Financial Group
606
Principal Financial Group
Iowa
$234K +$234K +2,632 New
FP
607
Financial Perspectives
Minnesota
$228K +$1.51K +17 +0.7%
VVP
608
Venture Visionary Partners
Ohio
$228K
BBHC
609
Brown Brothers Harriman & Co
New York
$227K
SIC
610
Sigma Investment Counselors
Michigan
$227K
LBC
611
Lowe Brockenbrough & Co
Virginia
$226K
NCM
612
Narwhal Capital Management
Georgia
$226K +$89 +1 +0%
JWM
613
Jeppson Wealth Management
California
$223K
SAS
614
SMI Advisory Services
Indiana
$217K +$217K +2,440 New
MP
615
McDonald Partners
Ohio
$216K
CST
616
Charles Schwab Trust
Nevada
$214K
FB
617
Fulton Bank
Pennsylvania
$214K +$214K +2,406 New
OC
618
Oppenheimer & Co
New York
$213K +$37.7K +424 +22%
OLVIG
619
Oliver Lagore Vanvalin Investment Group
Michigan
$213K +$213K +2,395 New
MLA
620
My Legacy Advisors
Oregon
$213K +$213K +2,411 New
MCM
621
Mainstay Capital Management
Michigan
$212K -$11.1K -125 -5%
TFS
622
Thoroughbred Financial Services
Tennessee
$211K -$34.6K -389 -14%
AP
623
Atwood & Palmer
Missouri
$211K
RRC
624
Relaxing Retirement Coach
Massachusetts
$211K
SF
625
SBK Financial
Virginia
$210K