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

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

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$677M
2
LPL Financial
2
LPL Financial
California
$210M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$85M
4
Morgan Stanley
4
Morgan Stanley
New York
$451M
5
BlackRock
5
BlackRock
New York
$73.5M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$26.6M
2
MWM
2
Merriman Wealth Management
Washington
$261K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$99.7M
4
AAP
4
Arax Advisory Partners
Colorado
$0
5
RFC
5
Regions Financial Corp
Alabama
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
251
Disciplined Investments
Oklahoma
$2.03M +$1.34K +15 +0.1%
WI
252
Wintrust Investments
Illinois
$2.02M +$335K +3,765 +20%
BIM
253
Bridges Investment Management
Nebraska
$2.01M – – –
CS
254
Credit Suisse
Switzerland
$2M +$884K +9,924 +79%
CCB
255
Country Club Bank
Missouri
$1.95M +$45.9K +515 +2%
PWMAG
256
Pinnacle Wealth Management Advisory Group
New Jersey
$1.92M -$158K -1,773 -8%
HCA
257
Heck Capital Advisors
Wisconsin
$1.89M -$4.96M -55,672 -72%
HAS
258
Holland Advisory Services
Florida
$1.88M +$76.1K +855 +4%
CSWM
259
Cassady Schiller Wealth Management
Ohio
$1.85M -$186K -2,093 -9%
TSWM
260
Triangle Securities Wealth Management
North Carolina
$1.78M +$45.1K +506 +3%
ARC
261
Advisor Resource Council
Texas
$1.77M +$1.77M +19,911 New
DSN
262
D. Scott Neal
Kentucky
$1.77M -$256K -2,877 -13%
DT
263
Diversified Trust
Tennessee
$1.76M +$543K +6,103 +45%
CWM
264
Cranbrook Wealth Management
Michigan
$1.71M +$89 +1 +0%
CAC
265
Certified Advisory Corp
Florida
$1.71M +$18.6K +209 +1%
RF
266
Resolute Financial
Massachusetts
$1.7M +$138K +1,555 +9%
SWM
267
Spire Wealth Management
Virginia
$1.69M +$532K +5,973 +46%
BHWM
268
Bay Harbor Wealth Management
Maryland
$1.69M +$1.69M +19,015 New
RIA
269
Regal Investment Advisors
Michigan
$1.66M +$1.2M +13,476 +259%
SCA
270
Stillwater Capital Advisors
Pennsylvania
$1.63M +$195K +2,190 +14%
Citigroup
271
Citigroup
New York
$1.61M +$22.7K +255 +1%
EH
272
Equitable Holdings
New York
$1.59M -$35.3K -396 -2%
CI
273
Conning Inc
Connecticut
$1.58M +$351K +3,943 +29%
PFA
274
Pure Financial Advisors
California
$1.58M -$36.1K -405 -2%
LWP
275
Lumature Wealth Partners
Georgia
$1.54M +$76.5K +859 +5%
9 10
11
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