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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

732 hedge funds and large institutions have $4.11B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
11.54%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.33%
New
55
Increased
215
Reduced
280
Closed
37
Calls
$1.74M
Puts
$295K
Net Calls
+$1.45M
Net Calls Change
-$156K

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
$94.3M
2
MWM
Modera Wealth Management
New Jersey
$77.3M
3
Lido Advisors
Lido Advisors
California
$12.6M
4
Cerity Partners
Cerity Partners
New York
$19M
5
PFA
Petra Financial Advisors
Colorado
$4.34M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.73M
2
Ameriprise
Ameriprise
Minnesota
$66.4M
3
UBS Group
UBS Group
Switzerland
$106M
4
Bank of America
Bank of America
North Carolina
$331M
5
CT
Coastline Trust
Rhode Island
$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
226
Conning Inc
Connecticut
$1.69M – – –
SCA
227
Stillwater Capital Advisors
Pennsylvania
$1.68M -$5.33K -56 -0.3%
Two Sigma Investments
228
Two Sigma Investments
New York
$1.67M +$1.67M +17,600 New
PWA
229
Physician Wealth Advisors
Utah
$1.61M -$1.92K -20 -0.1%
HMS
230
Hanseatic Management Services
New Mexico
$1.6M +$1.6M +16,770 New
SAG
231
SageView Advisory Group
California
$1.59M +$987K +10,383 +165%
EDRIA
232
Edmonds Duncan Registered Investment Advisors
Kansas
$1.58M +$33.9K +356 +2%
LWP
233
Lumature Wealth Partners
Georgia
$1.57M +$16.5K +173 +1%
RC
234
Rovin Capital
Arizona
$1.57M -$2.07M -21,817 -57%
PWMAG
235
Pinnacle Wealth Management Advisory Group
New Jersey
$1.56M -$34.7K -365 -2%
MFC
236
Morris Financial Concepts
South Carolina
$1.53M +$42.2K +444 +3%
KWMG
237
King Wealth Management Group
Florida
$1.52M -$63K -663 -4%
CAM
238
Campion Asset Management
Virginia
$1.52M +$25.7K +270 +2%
PFG
239
Pacific Financial Group
Washington
$1.51M -$74.2K -780 -5%
CSPIA
240
Cary Street Partners Investment Advisory
Virginia
$1.49M +$531K +5,587 +55%
BFA
241
Bragg Financial Advisors
North Carolina
$1.47M -$26.6K -280 -2%
PFS
242
Prospera Financial Services
Texas
$1.44M +$496K +5,216 +53%
TPCW
243
TD Private Client Wealth
New York
$1.43M -$42.4K -446 -3%
IWM
244
IHT Wealth Management
Illinois
$1.42M +$475 +5 +0%
APWM
245
Atlas Private Wealth Management
New York
$1.42M +$436K +4,590 +44%
CWM
246
Cranbrook Wealth Management
Michigan
$1.41M +$95 +1 +0%
CA
247
Cetera Advisors
Colorado
$1.41M -$259K -2,723 -16%
PFA
248
Pure Financial Advisors
California
$1.4M -$38.8K -408 -3%
TNB
249
Thomasville National Bank
Georgia
$1.36M -$761 -8 -0.1%
CAM
250
Cozad Asset Management
Illinois
$1.35M -$51.2K -538 -4%
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