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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 %
OCM
676
Orion Capital Management
California
$72K
CDIA
677
Capital Directions Investment Advisors
Georgia
$71K -$8.52K -96 -11%
QPBE
678
Quintet Private Bank (Europe)
Luxembourg
$68.6K +$68.6K +174 New
CTB
679
Country Trust Bank
Illinois
$68K -$27.9K -315 -29%
MIM
680
Macroview Investment Management
Maryland
$67K +$10K +113 +18%
GEA
681
Glen Eagle Advisors
New Jersey
$66.8K +$11.6K +130 +21%
MCC
682
Money Concepts Capital
Florida
$66K +$39.3K +434 +148%
OFG
683
Oxford Financial Group
Indiana
$65K -$25.2K -281 -28%
ACA
684
Aptus Capital Advisors
Alabama
$65K +$38.9K +441 +149%
BA
685
Bellwether Advisors
Nebraska
$64K +$710 +8 +1%
PO
686
Private Ocean
California
$62K -$95.1K -1,072 -61%
WTA
687
Washington Trust Advisors
Massachusetts
$62K
FRA
688
Front Row Advisors
California
$62K
MTIC
689
Missouri Trust & Investment Company
Missouri
$58K
SWA
690
Sutton Wealth Advisors
Florida
$51K
CIBC Private Wealth Group
691
CIBC Private Wealth Group
Georgia
$49K -$170K -1,930 -78%
MPWT
692
MassMutual Private Wealth & Trust
Connecticut
$49K +$22.3K +250 +83%
HF
693
Halpern Financial
Virginia
$48.9K +$48.9K +549 New
AssetMark Inc
694
AssetMark Inc
California
$48K +$34.9K +388 +266%
JEST
695
JTC Employer Solutions Trustee
Jersey
$47K
HI
696
Hudock Inc
Pennsylvania
$46K
LF
697
Lee Financial
Texas
$46K +$46K +521 New
IAMOG
698
Investors Asset Management of Georgia
Georgia
$45K +$45K +505 New
GIP
699
Granite Investment Partners
California
$43K +$89 +1 +0.2%
APW
700
Acima Private Wealth
Virginia
$41.4K