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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
+$92.4M
2
MWM
Modera Wealth Management
New Jersey
+$68.1M
3
Lido Advisors
Lido Advisors
California
+$5.24M
4
Cerity Partners
Cerity Partners
New York
+$4.54M
5
PFA
Petra Financial Advisors
Colorado
+$4.34M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$26.8M
2
Ameriprise
Ameriprise
Minnesota
-$23.5M
3
UBS Group
UBS Group
Switzerland
-$19.5M
4
Bank of America
Bank of America
North Carolina
-$17.6M
5
CT
Coastline Trust
Rhode Island
-$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
251
T. Rowe Price Associates
Maryland
$1.35M – – –
FCB
252
First County Bank
Connecticut
$1.34M +$363K +3,814 +37%
SWP
253
Stratos Wealth Partners
Ohio
$1.33M -$80K -841 -6%
TF
254
TIAA FSB
Florida
$1.3M +$16.5K +174 +1%
AA
255
Alesco Advisors
New York
$1.29M – – –
ZF
256
Zhang Financial
Michigan
$1.26M -$30.7K -323 -2%
TFA
257
Tobias Financial Advisors
Florida
$1.26M – – –
SQA
258
Simon Quick Advisors
New Jersey
$1.25M -$75.8K -797 -6%
HWM
259
HighMark Wealth Management
Minnesota
$1.24M +$1.43K +15 +0.1%
FAIM
260
Financial Advocates Investment Management
Washington
$1.24M -$572K -6,014 -32%
PIAS
261
PCA Investment Advisory Services
Ohio
$1.19M +$168K +1,769 +16%
WTC
262
WhitTier Trust Company
Nevada
$1.18M – – –
NA
263
NewEdge Advisors
Louisiana
$1.18M -$276K -2,904 -19%
DSN
264
D. Scott Neal
Kentucky
$1.18M -$340K -3,572 -22%
SWM
265
Spire Wealth Management
Virginia
$1.17M +$856 +9 +0.1%
MA
266
Mutual Advisors
Nebraska
$1.17M -$278K -2,920 -19%
SFG
267
StrategIQ Financial Group
Indiana
$1.17M -$3.9K -41 -0.3%
HCA
268
Heck Capital Advisors
Wisconsin
$1.17M -$1.41M -14,785 -55%
AIS
269
American Investment Services
Massachusetts
$1.15M -$45.5K -479 -4%
PCMC
270
Paragon Capital Management (Colorado)
Colorado
$1.14M -$131K -1,376 -10%
BHIA
271
Birch Hill Investment Advisors
Massachusetts
$1.13M +$160K +1,680 +16%
WMP
272
Wealth Management Partners
Arizona
$1.12M -$33.2K -349 -3%
RB
273
Renasant Bank
Mississippi
$1.12M +$26.8K +282 +2%
D
274
Dentgroup
Louisiana
$1.11M +$2.09K +22 +0.2%
MSWMA
275
Market Street Wealth Management Advisors
Indiana
$1.11M -$73.9K -777 -6%
9 10
11
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