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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 %
VCM
751
Viewpoint Capital Management
Washington
$13K
AW
752
ACG Wealth
Georgia
$12K +$12K +140 New
BWL
753
Bogart Wealth LLC
Virginia
$11K
MWM
754
Mascoma Wealth Management
New Hampshire
$11K
ME
755
McIlrath & Eck
Washington
$11K
HWMA
756
Heritage Wealth Management (Arizona)
Arizona
$10.9K +$9.62K +108 +771%
PCG
757
Private Capital Group
Connecticut
$10K -$333K -3,697 -97%
CHA
758
Carmichael Hill & Associates
Maryland
$10K
UFF
759
USA Financial Formulas
Michigan
$10K +$2.59K +30 +35%
WAM
760
Worth Asset Management
Texas
$10K +$10K +109 New
RP
761
Rice Partnership
Hawaii
$9K
CWM
762
CarsonAllaria Wealth Management
Illinois
$9K +$3.38K +36 +60%
TWC
763
TD Waterhouse Canada
Ontario, Canada
$8.28K
MIM
764
MTM Investment Management
South Carolina
$8K
MRCM
765
M&R Capital Management
New Jersey
$8K
M1FG
766
Mach-1 Financial Group
Arkansas
$8K +$8K +92 New
CP
767
Castleview Partners
Texas
$7.68K -$8.37K -121 -52%
MCM
768
MV Capital Management
Maryland
$7K
TFGT
769
TS Financial Group (TSFG)
Illinois
$7K
WPA
770
West Paces Advisors
Georgia
$5.7K +$5.7K +64 New
TAM
771
Tucker Asset Management
Colorado
$5.16K -$4.63K -52 -47%
BA
772
Ballast Advisors
Minnesota
$5K -$2.08K -25 -29%
FWM
773
Focused Wealth Management
New York
$5K
BONH
774
Bank of New Hampshire
New Hampshire
$5K
MW
775
Milestone Wealth
New York
$5K