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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 %
TAM
701
Tucker Asset Management
Colorado
$11.3K +$11.2K +109 +10,900%
FCA
702
FinTrust Capital Advisors
South Carolina
$11K
CHA
703
Carmichael Hill & Associates
Maryland
$11K
BWM
704
Baystate Wealth Management
Massachusetts
$11K +$11K +103 New
MRCM
705
M&R Capital Management
New Jersey
$10K
RP
706
Rice Partnership
Hawaii
$10K
TWC
707
TD Waterhouse Canada
Ontario, Canada
$9.51K -$25.9K -251 -73%
TFO
708
Tarbox Family Office
California
$9K
BA
709
Ballast Advisors
Minnesota
$9K
MIM
710
MTM Investment Management
South Carolina
$9K
UFF
711
USA Financial Formulas
Michigan
$9K +$9K +86 New
TFGT
712
TS Financial Group (TSFG)
Illinois
$8K -$960 -9 -11%
MCM
713
MV Capital Management
Maryland
$8K +$300 +3 +4%
SCA
714
Stonebridge Capital Advisors
Minnesota
$7K
SIS
715
Sound Income Strategies
Florida
$7K +$7K +68 New
OIA
716
Optimum Investment Advisors
Illinois
$7K +$7K +69 New
CWM
717
CarsonAllaria Wealth Management
Illinois
$6K -$200 -2 -3%
MW
718
Milestone Wealth
New York
$6K
TFP
719
Tilia Fiduciary Partners
North Carolina
$6K
SWM
720
Sugarloaf Wealth Management
Georgia
$5K -$100 -1 -2%
FWM
721
Focused Wealth Management
New York
$5K
AWM
722
Accel Wealth Management
Iowa
$5K
BONH
723
Bank of New Hampshire
New Hampshire
$5K +$5K +52 New
CBT
724
CoreFirst Bank & Trust
Kansas
$4K -$2.22K -20 -36%
WFA
725
WestHill Financial Advisors
California
$4K