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

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

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$42.7M
2
ADL
Asset Dedication LLC
California
$8.41M
3
BTI
Blue Trust Inc
Georgia
$6.88M
4
SC
Sepio Capital
Utah
$5.83M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.63M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$127M
2
LPL Financial
LPL Financial
California
$79.1M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$758K
4
Bank of America
Bank of America
North Carolina
$300M
5
Morgan Stanley
Morgan Stanley
New York
$348M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
276
Spire Wealth Management
Virginia
$1.01M -$559K -6,774 -36%
D
277
Dentgroup
Louisiana
$1M -$173K -2,030 -15%
SWM
278
Scissortail Wealth Management
Oklahoma
$988K +$988K +10,776 New
BWM
279
Baystate Wealth Management
Massachusetts
$977K +$387K +4,695 +66%
FTS
280
Fifth Third Securities
Ohio
$969K -$30.8K -373 -3%
GA
281
GFS Advisors
Texas
$953K – – –
CG
282
Colony Group
Massachusetts
$948K -$113K -1,373 -11%
CWM
283
Concentric Wealth Management
California
$923K +$2.89K +35 +0.3%
MA
284
MCF Advisors
Kentucky
$917K – – –
BSB
285
Bangor Savings Bank
Maine
$910K – – –
GVAG
286
Great Valley Advisor Group
Delaware
$905K +$412 +5 +0%
SEIA
287
Signature Estate & Investment Advisors
California
$903K -$39.3K -476 -4%
CSPIA
288
Cary Street Partners Investment Advisory
Virginia
$897K -$4.37K -53 -0.5%
PA
289
Planning Alternatives
Michigan
$895K – – –
SFC
290
SYM Financial Corp
Indiana
$893K +$239K +2,905 +37%
V
291
Veritable
Delaware
$891K +$339K +4,118 +62%
BBPWM
292
Blue Bell Private Wealth Management
Pennsylvania
$886K +$96.1K +1,166 +12%
FPCG
293
Forum Private Client Group
Indiana
$883K +$18.1K +220 +2%
MIAN
294
Mariner Independent Advisor Network
Kansas
$879K -$224K -2,712 -20%
PIMG
295
Patriot Investment Management Group
Tennessee
$868K -$6.59K -80 -0.8%
RFA
296
Resurgent Financial Advisors
Georgia
$867K -$58.1K -705 -6%
TSW
297
Thompson Siegel & Walmsley
Virginia
$864K -$7.91K -96 -0.9%
PFA
298
Pinnacle Family Advisors
Missouri
$858K -$3.52M -42,721 -80%
NFG
299
Nations Financial Group
Iowa
$850K -$15.2K -185 -2%
TAIM
300
TD Ameritrade Investment Management
Nebraska
$842K +$5.86K +71 +0.7%
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