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

709 hedge funds and large institutions have $5.94B invested in iShares S&P Small-Cap 600 Value ETF in 2021 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 220 increasing their positions, 205 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
+72
Holders Change %
+11.3%
% of All Funds
10.95%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.43%
New
135
Increased
220
Reduced
205
Closed
51
Calls
$7.2M
Puts
$8.85M
Net Calls
-$1.65M
Net Calls Change
-$4.36M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$423M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$144M
3
WIA
World Investment Advisors
California
$16.8M
4
RFC
Regions Financial Corp
Alabama
$149M
5
M&T Bank
M&T Bank
New York
$156M

Top Sellers

1
EWA
Exencial Wealth Advisors
Oklahoma
$31.8M
2
MWM
Merriman Wealth Management
Washington
$8.12M
3
BFG
Barber Financial Group
Kansas
$1.73M
4
LPL Financial
LPL Financial
California
$130M
5
Wells Fargo
Wells Fargo
California
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
276
Valley Wealth Managers
New Jersey
$1.18M -$55.8K -534 -5%
CWM
277
Concentric Wealth Management
California
$1.15M -$75.2K -720 -6%
BSB
278
Bangor Savings Bank
Maine
$1.14M – – –
PA
279
Planning Alternatives
Michigan
$1.13M – – –
HWM
280
HighMark Wealth Management
Minnesota
$1.13M +$14.7K +141 +1%
FAIM
281
Financial Advocates Investment Management
Washington
$1.13M +$69.2K +662 +7%
TAIM
282
TD Ameritrade Investment Management
Nebraska
$1.13M +$151K +1,441 +15%
CFA
283
Cahill Financial Advisors
Minnesota
$1.12M +$418 +4 +0%
PIMG
284
Patriot Investment Management Group
Tennessee
$1.12M -$1.25K -12 -0.1%
VFIC
285
Valley Forge Investment Consultants
Pennsylvania
$1.11M -$15.9K -152 -1%
WCWM
286
Willow Creek Wealth Management
California
$1.1M – – –
BAG
287
Briggs Advisory Group
Rhode Island
$1.1M +$1.1M +10,485 New
HR
288
Hayden Royal
North Carolina
$1.09M +$17.8K +170 +2%
PWLP
289
Prio Wealth Limited Partnership
Massachusetts
$1.08M – – –
GVAG
290
Great Valley Advisor Group
Delaware
$1.07M +$13K +124 +1%
IFO
291
Independent Family Office
New York
$1.05M +$1.05M +10,080 New
CSPIA
292
Cary Street Partners Investment Advisory
Virginia
$1.05M -$23.3K -223 -2%
SI
293
Stephens Inc
Arkansas
$1.03M -$231K -2,213 -18%
MLIC
294
Mandatum Life Insurance Company
Finland
$1.02M – – –
CSA
295
Cottage Street Advisors
Massachusetts
$997K +$35.2K +337 +4%
William Blair & Company
296
William Blair & Company
Illinois
$978K +$300K +2,870 +44%
AFP
297
Ausdal Financial Partners
Iowa
$973K +$30.3K +290 +3%
JFA
298
JNBA Financial Advisors
Minnesota
$957K -$7.73K -74 -0.8%
FDCDDQ
299
Federation des caisses Desjardins du Quebec
Quebec, Canada
$944K -$92.8K -888 -9%
AllianceBernstein
300
AllianceBernstein
Tennessee
$940K +$49.2K +471 +6%
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