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iShares S&P Small-Cap 600 Value ETF

735 hedge funds and large institutions have $5.76B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 256 increasing their positions, 212 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
+26
Holders Change %
+3.67%
% of All Funds
11.63%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.54%
New
93
Increased
256
Reduced
212
Closed
55
Calls
$5.75M
Puts
$3.92M
Net Calls
+$1.83M
Net Calls Change
+$3.48M
Name Holding Trade Value Shares
Change
Shares
Change %
UWPG
176
Ullmann Wealth Partners Group
Florida
$3.28M +$533K +5,203 +19%
TIM
177
Tortoise Investment Management
New York
$3.23M
ASN
178
Advisory Services Network
Georgia
$3.22M +$666K +6,509 +26%
Financial Engines Advisors
179
Financial Engines Advisors
California
$3.07M +$172K +1,677 +6%
APA
180
American Portfolios Advisors
New York
$3.03M +$850K +8,304 +39%
GW
181
GW & Wade
Massachusetts
$2.96M +$25.3K +247 +0.9%
PWA
182
Physician Wealth Advisors
Utah
$2.93M -$5.28K -53 -0.2%
PP
183
PrairieView Partners
Minnesota
$2.92M -$92.4K -902 -3%
NSB
184
Norway Savings Bank
Maine
$2.9M -$94.6K -924 -3%
Thrivent Financial for Lutherans
185
Thrivent Financial for Lutherans
Minnesota
$2.9M -$1.7M -16,594 -37%
GIM
186
Goelzer Investment Management
Indiana
$2.85M +$922 +9 +0%
PFGIA
187
Patriot Financial Group Insurance Agency
Massachusetts
$2.8M +$550K +5,374 +24%
FPIS
188
Financial Planning & Information Services
Wisconsin
$2.77M -$206K -2,011 -7%
TIA
189
Tiemann Investment Advisors
California
$2.75M -$120K -1,172 -4%
LFG
190
Larson Financial Group
Missouri
$2.7M -$63.9K -624 -2%
SC
191
Savant Capital
Illinois
$2.67M -$14.6K -143 -0.5%
NFG
192
Northeast Financial Group
Pennsylvania
$2.65M +$132K +1,293 +5%
IA
193
IndexIQ Advisors
New York
$2.65M +$2.42M +23,613 +1,043%
PP
194
Palladium Partners
Virginia
$2.6M -$55.3K -540 -2%
MGIA
195
Moneta Group Investment Advisors
Missouri
$2.55M +$503K +4,912 +25%
LF
196
LifeSteps Financial
California
$2.52M +$432K +4,219 +21%
SF
197
Summit Financial
New Jersey
$2.52M +$450K +4,399 +22%
Renaissance Technologies
198
Renaissance Technologies
New York
$2.51M +$2.51M +24,500 New
RCG
199
Regatta Capital Group
California
$2.48M +$130K +1,265 +6%
CA
200
Cetera Advisors
Colorado
$2.47M +$250K +2,446 +11%