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iShares S&P Small-Cap 600 Value ETF

728 hedge funds and large institutions have $4.1B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 232 increasing their positions, 249 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+34
Holders Change %
+4.9%
% of All Funds
11.75%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.47%
New
105
Increased
232
Reduced
249
Closed
53
Calls
$1.35M
Puts
$192K
Net Calls
+$1.16M
Net Calls Change
-$1.55M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
676
Oakworth Capital
Alabama
$28.1K
KFS
677
Kelly Financial Services
Massachusetts
$28K -$12.8K -140 -31%
VCM
678
Versant Capital Management
Arizona
$27.9K
EWM
679
Evermay Wealth Management
Virginia
$27.8K
BLC
680
Brown, Lisle/Cummings
Rhode Island
$24.7K
UIA
681
Ulland Investment Advisors
Minnesota
$23K
SSC
682
Syverson Strege & Co
Iowa
$22.3K
EE
683
EWG Elevate
California
$21.8K -$721K -7,898 -97%
CP
684
Castleview Partners
Texas
$21.2K
FFA
685
Founders Financial Alliance
North Carolina
$21.1K
CB
686
Centennial Bank
Arkansas
$21K +$21K +230 New
BONH
687
Bank of New Hampshire
New Hampshire
$21K +$16.4K +183 +352%
BCMLT
688
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.9K +$2.56K +28 +14%
FA
689
Faithward Advisors
Pennsylvania
$18.1K +$18.1K +198 New
KIA
690
Kraematon Investment Advisors
Massachusetts
$16.9K +$16.9K +185 New
LFA
691
Legend Financial Advisors
Pennsylvania
$16.4K
GGI
692
Godsey & Gibb Inc
Virginia
$16K -$12.8K -140 -44%
TSWM
693
Tyler-Stone Wealth Management
Ohio
$15K
VCM
694
Viewpoint Capital Management
Washington
$13.7K
PA
695
PSI Advisors
Florida
$12.1K -$63.4K -694 -84%
RBC
696
Romano Brothers & Co
Illinois
$12K +$12K +132 New
ME
697
McIlrath & Eck
Washington
$11.7K
BWL
698
Bogart Wealth LLC
Virginia
$11.7K
GI
699
Gradient Investments
Minnesota
$11.6K +$11.6K +127 New
MWM
700
Mascoma Wealth Management
New Hampshire
$11K