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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 %
TFGT
676
TS Financial Group (TSFG)
Illinois
$6K
MCC
677
Money Concepts Capital
Florida
$5K -$57.8K -670 -92%
SWM
678
Sugarloaf Wealth Management
Georgia
$5K
BA
679
Ballast Advisors
Minnesota
$5K
MW
680
Milestone Wealth
New York
$4K -$408 -5 -9%
SIS
681
Sound Income Strategies
Florida
$4K
FWM
682
Focused Wealth Management
New York
$4K
AWM
683
Accel Wealth Management
Iowa
$4K
BONH
684
Bank of New Hampshire
New Hampshire
$4K
EWM
685
EPG Wealth Management
Georgia
$4K +$4K +50 New
SMG
686
Spectrum Management Group
Indiana
$3K -$2.24M -26,888 -100%
OLVIG
687
Oliver Lagore Vanvalin Investment Group
Michigan
$3K -$186K -2,357 -98%
TFP
688
Tilia Fiduciary Partners
North Carolina
$3K -$1.75K -21 -37%
WFA
689
WestHill Financial Advisors
California
$3K
GWSG
690
GPS Wealth Strategies Group
Colorado
$3K +$3K +31 New
LDFR
691
Lehman & Derafelo Financial Resources
Pennsylvania
$2K
BWS
692
BCR Wealth Strategies
Alabama
$2K
CBT
693
Central Bank & Trust
Kentucky
$2K +$2K +24 New
UFF
694
USA Financial Formulas
Michigan
$1K -$7.92K -103 -89%
CWM
695
Castle Wealth Management
Florida
$1K
FHC
696
First Heartland Consultants
Missouri
$494 +$135 +1,640 +38%
JMF
697
Johnson Midwest Financial
Iowa
$28 -$14.5K -174,359 -100%
PRS
698
Pinkerton Retirement Specialists
Idaho
-$20.4M -229,646 Closed
RIG
699
Ramiah Investment Group
Wisconsin
-$19.7M -221,180 Closed
JC
700
JB Capital
Connecticut
-$13.6M -152,660 Closed