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iShares S&P Small-Cap 600 Value ETF

694 hedge funds and large institutions have $3.82B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 191 increasing their positions, 291 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
-96
Holders Change %
-12.15%
% of All Funds
12%
Holding in Top 10
20
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-31.03%
% of All Funds
0.35%
New
44
Increased
191
Reduced
291
Closed
128
Calls
$2.98M
Puts
$272K
Net Calls
+$2.7M
Net Calls Change
+$2.28M
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
651
Bay Harbor Wealth Management
Maryland
$20K -$1.58M -18,777 -99%
SSC
652
Syverson Strege & Co
Iowa
$20K
FFA
653
Founders Financial Alliance
North Carolina
$19K -$6.33K -77 -25%
CP
654
Castleview Partners
Texas
$19K +$9.91K +121 +109%
BCMLT
655
Beacon Capital Management LLC (Tennessee)
Tennessee
$18K
CC
656
Corsicana & Co
Texas
$18K
AssetMark Inc
657
AssetMark Inc
California
$16K -$27.8K -339 -63%
AWM
658
Abound Wealth Management
Tennessee
$15.9K +$3.79K +46 +31%
PCFFS
659
Pacific Center for Financial Services
California
$15K
LFA
660
Legend Financial Advisors
Pennsylvania
$14.8K +$14.8K +180 New
HWMA
661
Heritage Wealth Management (Arizona)
Arizona
$14K +$3.95K +48 +39%
TSWM
662
Tyler-Stone Wealth Management
Ohio
$13K
Kayne Anderson Rudnick Investment Management
663
Kayne Anderson Rudnick Investment Management
California
$12K -$12.3K -155 -51%
VCM
664
Viewpoint Capital Management
Washington
$12K
ME
665
McIlrath & Eck
Washington
$11K
BWL
666
Bogart Wealth LLC
Virginia
$11K
FCA
667
FinTrust Capital Advisors
South Carolina
$10K -$185K -2,000 -95%
MWM
668
Mascoma Wealth Management
New Hampshire
$10K
CWM
669
CarsonAllaria Wealth Management
Illinois
$10K +$1.72K +20 +21%
CHA
670
Carmichael Hill & Associates
Maryland
$9K
WAM
671
Worth Asset Management
Texas
$9K
OHWP
672
Oak Harbor Wealth Partners
North Carolina
$8K -$8.64K -108 -52%
MRCM
673
M&R Capital Management
New Jersey
$8K
RP
674
Rice Partnership
Hawaii
$8K
MIM
675
MTM Investment Management
South Carolina
$7K