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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.

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 %
AWM
51
AE Wealth Management
Kansas
$14.6M +$14.1M +137,984 +3,339%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$14.5M +$2.19M +21,300 +18%
SPIA
53
Steward Partners Investment Advisory
New York
$14.5M +$8.64M +84,411 +148%
KWM
54
Kaydan Wealth Management
Michigan
$14M -$7.03M -68,684 -33%
EIP
55
Ellis Investment Partners
Pennsylvania
$13.7M -$21.8K -213 -0.2%
WA
56
Wealth Architects
California
$13.3M -$41.2K -402 -0.3%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$12.6M +$9.75M +95,234 +339%
JPMPWA
58
J.P. Morgan Private Wealth Advisors
California
$12.5M -$282K -2,755 -2%
NFC
59
Northeast Financial Consultants
Connecticut
$11.5M +$2.46M +24,004 +27%
E
60
ETFidea
New York
$11.5M -$82.6K -807 -0.7%
SWA
61
Sax Wealth Advisors
New Jersey
$11M -$5.44M -53,120 -33%
JWA
62
JFS Wealth Advisors
Pennsylvania
$10.7M +$8.38M +81,834 +356%
PSUF
63
People's United Financial
Connecticut
$10.7M -$1.9M -18,595 -15%
ADL
64
Asset Dedication LLC
California
$10.6M -$480K -4,690 -4%
1IA
65
1834 Investment Advisors
Wisconsin
$10.4M -$232K -2,266 -2%
BF
66
BOK Financial
Oklahoma
$10M +$3.89K +38 +0%
MCM
67
MAI Capital Management
Ohio
$9.92M +$2.24M +21,901 +29%
MWM
68
Modera Wealth Management
New Jersey
$9.74M +$178K +1,735 +2%
FAN
69
Financial Advisors Network
California
$9.65M +$615K +6,009 +7%
AMG
70
Asset Management Group
Connecticut
$9.49M +$13.8K +135 +0.1%
GT
71
Glenmede Trust
Pennsylvania
$9.45M -$263K -2,564 -3%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$9.14M +$1.21M +11,794 +15%
KeyBank National Association
73
KeyBank National Association
Ohio
$9.13M -$92.8K -906 -1%
EAM
74
Evanson Asset Management
California
$9.05M +$410 +4 +0%
RFA
75
RTD Financial Advisors
Pennsylvania
$8.9M +$51.9K +507 +0.6%