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iShares S&P Small-Cap 600 Value ETF

709 hedge funds and large institutions have $5.94B invested in iShares S&P Small-Cap 600 Value ETF in 2021 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 220 increasing their positions, 205 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
+72
Holders Change %
+11.3%
% of All Funds
10.95%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.43%
New
135
Increased
220
Reduced
205
Closed
51
Calls
$7.2M
Puts
$8.85M
Net Calls
-$1.65M
Net Calls Change
-$4.36M
Name Holding Trade Value Shares
Change
Shares
Change %
SIAP
651
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K
FFA
652
Founders Financial Alliance
North Carolina
$22K +$6.34K +62 +41%
OHWP
653
Oak Harbor Wealth Partners
North Carolina
$22K +$22K +208 New
TCWM
654
Total Clarity Wealth Management
Illinois
$21K -$2.35M -22,916 -99%
AIP
655
Ameritas Investment Partners
Nebraska
$21K
AssetMark Inc
656
AssetMark Inc
California
$21K +$5.77K +56 +38%
SFC
657
SYM Financial Corp
Indiana
$21K +$21K +200 New
ED
658
Exane Derivatives
France
$20.3K +$2.4K +23 +13%
PCFFS
659
Pacific Center for Financial Services
California
$20K
SWM
660
Selective Wealth Management
Virginia
$20K
CIAS
661
Capital Investment Advisory Services
North Carolina
$18K -$14.7K -140 -45%
TSWM
662
Tyler-Stone Wealth Management
Ohio
$17K +$17K +163 New
EWM
663
EPG Wealth Management
Georgia
$16K
VCM
664
Viewpoint Capital Management
Washington
$16K +$16K +150 New
AWM
665
Abound Wealth Management
Tennessee
$15.3K +$15.3K +147 New
ME
666
McIlrath & Eck
Washington
$15K
AWA
667
Amplius Wealth Advisors
Pennsylvania
$15K +$15K +149 New
BWL
668
Bogart Wealth LLC
Virginia
$13K +$7.72K +76 +146%
MWM
669
Mascoma Wealth Management
New Hampshire
$13K +$13K +120 New
HIA
670
Harbor Investment Advisory
Maryland
$12K
FCA
671
FinTrust Capital Advisors
South Carolina
$11K
CHA
672
Carmichael Hill & Associates
Maryland
$11K
RK
673
Rather & Kittrell
Tennessee
$11K +$11K +107 New
IAG
674
Investmark Advisory Group
Connecticut
$11K +$11K +112 New
HF
675
Halpern Financial
Virginia
$10.4K