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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.

New
Increased
Maintained
Reduced
Closed
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 %
NAM
101
NorthCrest Asset Manangement
Minnesota
$5.42M +$27.8K +337 +0.5%
IF
102
Ironwood Financial
Arizona
$5.31M +$13.3K +161 +0.3%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$5.29M +$220K +2,668 +4%
SFO
104
Stokes Family Office
Louisiana
$5.24M -$61K -740 -1%
PFP
105
Pinnacle Financial Partners
Tennessee
$5.19M +$82.7K +1,003 +2%
FFP
106
Forbes Financial Planning
Rhode Island
$5.14M +$524K +6,352 +11%
CGA
107
Crescent Grove Advisors
Illinois
$5.1M +$255K +3,089 +5%
JF
108
JSF Financial
California
$5.08M +$372K +4,515 +8%
RFM
109
Royal Fund Management
Florida
$4.92M +$124K +1,507 +3%
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$4.84M -$1.4M -16,916 -22%
SWM
111
Soundmark Wealth Management
Washington
$4.63M -$44.6K -541 -1%
CAN
112
Cetera Advisor Networks
California
$4.61M -$3.57M -43,311 -44%
FMC
113
First Merchants Corp
Indiana
$4.54M +$10.4K +126 +0.2%
GLA
114
Great Lakes Advisors
Illinois
$4.51M +$56.3K +683 +1%
SPIA
115
Strategic Point Investment Advisors
Rhode Island
$4.48M +$26.2K +318 +0.6%
UB
116
UMB Bank
Missouri
$4.43M -$1.47M -17,887 -25%
SWPG
117
Strategic Wealth Partners Group
Illinois
$4.4M -$92.4K -1,121 -2%
SWA
118
SOA Wealth Advisors
New York
$4.32M +$325K +3,938 +8%
AWP
119
Accretive Wealth Partners
New Jersey
$4.29M +$32.2K +390 +0.8%
PAIM
120
Punch & Associates Investment Management
Minnesota
$4.29M -$35.8K -434 -0.8%
AWA
121
Arkadios Wealth Advisors
Georgia
$4.27M +$1.43M +17,388 +51%
CWP
122
Corepath Wealth Partners
Arizona
$4.18M +$58K +663 +1%
CA
123
Centerpoint Advisors
Massachusetts
$4.16M
Franklin Resources
124
Franklin Resources
California
$4.1M
EWM
125
Empirical Wealth Management
Washington
$4.04M -$228K -2,760 -5%