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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 %
OAM
201
Occidental Asset Management
California
$1.81M +$784K +9,512 +76%
AF
202
Advisornet Financial
Minnesota
$1.75M -$664K -8,054 -28%
FPAS
203
Focus Partners Advisor Solutions
Missouri
$1.73M -$1.28M -15,514 -43%
BFG
204
Barber Financial Group
Kansas
$1.73M -$67.7M -820,875 -98%
TSWM
205
Triangle Securities Wealth Management
North Carolina
$1.72M +$73.3K +889 +4%
MSWMA
206
Market Street Wealth Management Advisors
Indiana
$1.7M -$4.1M -49,726 -71%
CSWM
207
Cassady Schiller Wealth Management
Ohio
$1.65M -$59.5K -722 -3%
DT
208
Diversified Trust
Tennessee
$1.63M +$2.56K +31 +0.2%
CAC
209
Certified Advisory Corp
Florida
$1.62M +$42.7K +518 +3%
PAG
210
Private Advisor Group
New Jersey
$1.62M -$2.34M -28,365 -59%
NA
211
NewEdge Advisors
Louisiana
$1.59M -$7.76M -94,071 -83%
CWM
212
Cranbrook Wealth Management
Michigan
$1.58M -$4.37K -53 -0.3%
DSN
213
D. Scott Neal
Kentucky
$1.57M -$65K -788 -4%
HCA
214
Heck Capital Advisors
Wisconsin
$1.57M -$184K -2,229 -10%
CS
215
Credit Suisse
Switzerland
$1.56M -$290K -3,518 -16%
RA
216
Riversedge Advisors
Delaware
$1.54M +$1.54M +18,723 New
HNB
217
Huntington National Bank
Ohio
$1.51M -$1.43M
RF
218
Resolute Financial
Massachusetts
$1.51M -$64.1K -777 -4%
PWMAG
219
Pinnacle Wealth Management Advisory Group
New Jersey
$1.51M -$266K -3,225 -15%
TPCW
220
TD Private Client Wealth
New York
$1.51M +$188K +2,286 +14%
SCA
221
Stillwater Capital Advisors
Pennsylvania
$1.5M -$5.77K -70 -0.4%
APA
222
American Portfolios Advisors
New York
$1.5M -$1.6M -19,373 -52%
Citigroup
223
Citigroup
New York
$1.48M -$10.9K -132 -0.7%
CI
224
Conning Inc
Connecticut
$1.47M
MCA
225
MSH Capital Advisors
Arizona
$1.45M +$33K +400 +2%