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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 %
TFP
776
Tilia Fiduciary Partners
North Carolina
$5K +$88 +1 +2%
SIS
777
Sound Income Strategies
Florida
$4K -$1.67K -20 -29%
WFA
778
WestHill Financial Advisors
California
$4K
AWM
779
Accel Wealth Management
Iowa
$4K
SWM
780
Sugarloaf Wealth Management
Georgia
$4K +$78 +1 +2%
HFS
781
Heritage Financial Services
Massachusetts
$4K +$4K +50 New
TRCT
782
Tower Research Capital (TRC)
New York
$3K -$11.3K -113 -79%
SAM
783
Strategic Asset Management
Minnesota
$3K +$3K +29 New
BWS
784
BCR Wealth Strategies
Alabama
$2K +$2K +23 New
LDFR
785
Lehman & Derafelo Financial Resources
Pennsylvania
$2K +$2K +26 New
RIM
786
Rockbridge Investment Management
New York
$1.69K -$178 -2 -10%
FCAS
787
First Command Advisory Services
Texas
$1K +$1K +10 New
CWM
788
Castle Wealth Management
Florida
$1K +$1K +11 New
IFO
789
Independent Family Office
New York
$897 +$47 +559 +6%
BFG
790
Baron Financial Group
New Jersey
$712
AR
791
Apeiron RIA
Texas
$99 +$99 +11,100 New
AAP
792
Arax Advisory Partners
Colorado
-$36.9M -360,271 Closed
KWM
793
Kaydan Wealth Management
Michigan
-$14M -136,531 Closed
ADL
794
Asset Dedication LLC
California
-$10.6M -103,717 Closed
Amundi
795
Amundi
France
-$8.9M -89,408 Closed
SC
796
Scotia Capital
Ontario, Canada
-$6.32M -61,744 Closed
OMC
797
Old Mission Capital
Illinois
-$4.97M -48,525 Closed
PL
798
Polianta Ltd
Jersey
-$4.63M -45,200 Closed
GSWM
799
Greenup Street Wealth Management
Michigan
-$4.16M -40,638 Closed
Susquehanna International Group
800
Susquehanna International Group
Pennsylvania
-$4.07M -39,735 Closed