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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 %
RP
676
Rice Partnership
Hawaii
$10K
MRCM
677
M&R Capital Management
New Jersey
$10K
MIM
678
MTM Investment Management
South Carolina
$9K
BA
679
Ballast Advisors
Minnesota
$9K
TFO
680
Tarbox Family Office
California
$9K +$101 +1 +1%
TFGT
681
TS Financial Group (TSFG)
Illinois
$9K +$9K +84 New
MCM
682
MV Capital Management
Maryland
$8K
First Manhattan
683
First Manhattan
New York
$8K +$1.38K +14 +21%
SCA
684
Stonebridge Capital Advisors
Minnesota
$8K +$8K +73 New
CWM
685
CarsonAllaria Wealth Management
Illinois
$7K +$7K +62 New
BL
686
Balentine LLC
Georgia
$6K -$2.14K -21 -26%
CBT
687
CoreFirst Bank & Trust
Kansas
$6K
MW
688
Milestone Wealth
New York
$6K +$6K +54 New
TFP
689
Tilia Fiduciary Partners
North Carolina
$6K +$6K +56 New
MCC
690
Money Concepts Capital
Florida
$6K +$6K +58 New
WWM
691
Wagner Wealth Management
South Carolina
$5K
HI
692
Hudock Inc
Pennsylvania
$5K
DWMG
693
DB Wealth Management Group
California
$5K
FWM
694
Focused Wealth Management
New York
$5K +$98 +1 +2%
SWM
695
Sugarloaf Wealth Management
Georgia
$5K +$98 +1 +2%
AWM
696
Accel Wealth Management
Iowa
$5K +$5K +44 New
HPC
697
HM Payson & Co
Maine
$4K -$30K -300 -88%
WFA
698
WestHill Financial Advisors
California
$4K
WFS
699
Widmann Financial Services
Maryland
$4K +$4K +40 New
MAM
700
Meeder Asset Management
Ohio
$3K -$3.21K -31 -52%