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iShares S&P Small-Cap 600 Value ETF

694 hedge funds and large institutions have $3.82B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 191 increasing their positions, 291 reducing their positions, and 128 closing their positions.

Holders
694
Holders Change
-96
Holders Change %
-12.15%
% of All Funds
12%
Holding in Top 10
20
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-31.03%
% of All Funds
0.35%
New
44
Increased
191
Reduced
291
Closed
128
Calls
$2.98M
Puts
$272K
Net Calls
+$2.7M
Net Calls Change
+$2.28M
Name Holding Trade Value Shares
Change
Shares
Change %
JPLA
801
Joseph P. Lucia & Associates
New York
-$179K -2,014 Closed
COCM
802
Charter Oak Capital Management
New Hampshire
-$141K -1,583 Closed
CWP
803
Concord Wealth Partners
Virginia
-$75K -847 Closed
CIBC Private Wealth Group
804
CIBC Private Wealth Group
Georgia
-$49K -555 Closed
HF
805
Halpern Financial
Virginia
-$48.9K -549 Closed
AWM
806
Atticus Wealth Management
Florida
-$30K -340 Closed
CICI
807
Capital Investment Counsel Inc
North Carolina
-$29K -328 Closed
FA
808
Fortis Advisors
Pennsylvania
-$27K -304 Closed
GFP
809
Gryphon Financial Partners
Ohio
-$27K -300 Closed
AIP
810
Ahrens Investment Partners
Louisiana
-$24K -268 Closed
SIAP
811
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$20K -220 Closed
CWM
812
Curi Wealth Management
North Carolina
-$19K -215 Closed
SFG
813
Steward Financial Group
Texas
-$18K -204 Closed
TCWM
814
Total Clarity Wealth Management
Illinois
-$17K -191 Closed
WOSD
815
WFA of San Diego
California
-$16K -180 Closed
AW
816
ACG Wealth
Georgia
-$12K -140 Closed
M1FG
817
Mach-1 Financial Group
Arkansas
-$8K -92 Closed
WPA
818
West Paces Advisors
Georgia
-$5.7K -64 Closed
TAM
819
Tucker Asset Management
Colorado
-$5.16K -58 Closed
HFS
820
Heritage Financial Services
Massachusetts
-$4K -50 Closed
SAM
821
Strategic Asset Management
Minnesota
-$3K -29 Closed
RIM
822
Rockbridge Investment Management
New York
-$1.69K -19 Closed
FCAS
823
First Command Advisory Services
Texas
-$1K -10 Closed
BFG
824
Baron Financial Group
New Jersey
-$712 -8 Closed