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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 %
APW
176
Austin Private Wealth
Texas
$3.69M +$3.69M +41,491 New
RSWM
177
Robertson Stephens Wealth Management
California
$3.67M +$2.2M +24,725 +149%
SHIM
178
Stone House Investment Management
Pennsylvania
$3.65M +$3.65M +40,957 New
LC
179
LTG Capital
Massachusetts
$3.63M -$69K -775 -2%
LCM
180
Liberty Capital Management
Michigan
$3.61M -$103K -1,152 -3%
Natixis Advisors
181
Natixis Advisors
Massachusetts
$3.6M -$241K -2,710 -6%
PA
182
Parallel Advisors
California
$3.59M -$35.9K -403 -1%
IPW
183
Intergy Private Wealth
Colorado
$3.57M +$419K +4,709 +13%
Lido Advisors
184
Lido Advisors
California
$3.57M -$109K -1,226 -3%
BFM
185
Broadview Financial Management
Wisconsin
$3.52M -$11K -124 -0.3%
OC
186
Oarsman Capital
Wisconsin
$3.52M +$106K +1,194 +3%
RA
187
Rodgers & Associates
Pennsylvania
$3.51M -$20.4K -229 -0.6%
QC
188
Quent Capital
New York
$3.48M +$344K +3,868 +11%
AF
189
Allworth Financial
California
$3.46M -$447K -5,025 -11%
Northern Trust
190
Northern Trust
Illinois
$3.43M +$35.8K +402 +1%
TYCC
191
Texas Yale Capital Corp
Florida
$3.43M
BCM
192
Brookstone Capital Management
Illinois
$3.39M -$16.1M -180,366 -83%
OA
193
Operose Advisors
Wisconsin
$3.38M +$331K +3,717 +11%
DIP
194
DT Investment Partners
Pennsylvania
$3.38M
APA
195
American Portfolios Advisors
New York
$3.34M +$711K +7,991 +27%
PA
196
Pinnacle Associates
New York
$3.33M -$157K -1,763 -4%
NL
197
NWAM LLC
Washington
$3.33M +$1.3M +14,535 +64%
HPC
198
Hobart Private Capital
North Carolina
$3.33M +$3.33M +37,367 New
FCFC
199
First Citizens Financial Corp
Iowa
$3.33M -$71.7K -805 -2%
FPAS
200
Focus Partners Advisor Solutions
Missouri
$3.25M +$2.37M +26,634 +270%