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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 %
CGA
126
Crescent Grove Advisors
Illinois
$5.23M +$1.15M +12,963 +28%
RFM
127
Royal Fund Management
Florida
$5.18M +$5.18M +58,194 New
CIAS
128
CFS Investment Advisory Services
New Jersey
$5.18M +$4.21M +47,307 +436%
ODIJL
129
One Day In July LLC
Vermont
$5.15M +$581K +6,527 +13%
SFS
130
Security Financial Services
Indiana
$5.12M +$4.7M +52,732 +1,105%
JF
131
JSF Financial
California
$5.08M +$871K +9,789 +21%
SWM
132
Soundmark Wealth Management
Washington
$5.05M +$979 +11 +0%
CPO
133
Cerity Partners OCIO
New York
$5.01M +$977K +10,970 +24%
FFP
134
Forbes Financial Planning
Rhode Island
$4.98M +$61.2K +689 +1%
T
135
TCWP
Ohio
$4.9M +$4.76M +53,474 +3,488%
FMC
136
First Merchants Corp
Indiana
$4.89M -$27.2K -305 -0.6%
HGWM
137
Horst & Graben Wealth Management
Oregon
$4.88M +$4.88M +54,821 New
HFA
138
High Falls Advisors
New York
$4.88M +$4.88M +54,764 New
SWPG
139
Strategic Wealth Partners Group
Illinois
$4.85M +$486K +5,459 +11%
SPIA
140
Strategic Point Investment Advisors
Rhode Island
$4.81M +$43.6K +490 +0.9%
GLA
141
Great Lakes Advisors
Illinois
$4.8M +$10.2K +115 +0.2%
PFA
142
Pinnacle Family Advisors
Missouri
$4.73M -$519K -5,827 -10%
TIA
143
Tiemann Investment Advisors
California
$4.71M +$2.32M +26,050 +97%
PAIM
144
Punch & Associates Investment Management
Minnesota
$4.67M +$3.08M +34,547 +193%
EWM
145
Empirical Wealth Management
Washington
$4.61M +$222K +2,490 +5%
AWP
146
Accretive Wealth Partners
New Jersey
$4.6M +$65.2K +732 +1%
SBL
147
Sargent Bickham Lagudis
Colorado
$4.59M +$4.59M +51,519 +396,300%
CA
148
Centerpoint Advisors
Massachusetts
$4.49M -$99.9K -1,122 -2%
SHJ
149
Sharkey, Howes & Javer
Colorado
$4.49M +$4.49M +50,400 New
BFEC
150
Benjamin F. Edwards & Company
Missouri
$4.43M +$4.39M +49,290 +9,589%