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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 %
KFS
676
Kelly Financial Services
Massachusetts
$24.9K +$1.53K +15 +7%
FFA
677
Founders Financial Alliance
North Carolina
$24K +$1.66K +16 +7%
CP
678
Castleview Partners
Texas
$23K -$2.38M -24,009 -99%
SIAP
679
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K
ED
680
Exane Derivatives
France
$22.1K +$2.25K +22 +11%
CC
681
Corsicana & Co
Texas
$22K
AIP
682
Ameritas Investment Partners
Nebraska
$21K
OHWP
683
Oak Harbor Wealth Partners
North Carolina
$21K
BCMLT
684
Beacon Capital Management LLC (Tennessee)
Tennessee
$21K +$21K +201 New
CWM
685
Curi Wealth Management
North Carolina
$21K +$21K +210 New
Kayne Anderson Rudnick Investment Management
686
Kayne Anderson Rudnick Investment Management
California
$20K -$71.6K -687 -78%
SWM
687
Selective Wealth Management
Virginia
$20K
PCFFS
688
Pacific Center for Financial Services
California
$19K
CIAS
689
Capital Investment Advisory Services
North Carolina
$18K
TSWM
690
Tyler-Stone Wealth Management
Ohio
$17K
EWM
691
EPG Wealth Management
Georgia
$16K +$105 +1 +0.7%
AWM
692
Abound Wealth Management
Tennessee
$15K
TRCT
693
Tower Research Capital (TRC)
New York
$15K -$4.4M -41,901 -100%
AssetMark Inc
694
AssetMark Inc
California
$15K -$5.96K -58 -28%
VCM
695
Viewpoint Capital Management
Washington
$15K
First Manhattan
696
First Manhattan
New York
$15K +$7.01K +71 +88%
DHGWA
697
Dixon Hughes Goodman Wealth Advisors
North Carolina
$15K +$15K +150 New
ME
698
McIlrath & Eck
Washington
$13K -$1.22K -12 -9%
BWL
699
Bogart Wealth LLC
Virginia
$13K
MWM
700
Mascoma Wealth Management
New Hampshire
$12K