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

728 hedge funds and large institutions have $4.1B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 232 increasing their positions, 249 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+34
Holders Change %
+4.9%
% of All Funds
11.75%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.47%
New
105
Increased
232
Reduced
249
Closed
53
Calls
$1.35M
Puts
$192K
Net Calls
+$1.16M
Net Calls Change
-$1.55M

Top Buyers

1
WA
Waverly Advisors
Alabama
+$25.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$21.7M
3
WIA
World Investment Advisors
California
+$21.7M
4
AAP
Arax Advisory Partners
Colorado
+$21.6M
5
CT
Coastline Trust
Rhode Island
+$18.6M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$47.8M
2
Morgan Stanley
Morgan Stanley
New York
-$14.4M
3
RVPG
Relative Value Partners Group
-$13.6M
4
IA
IFP Advisors
Florida
-$6.53M
5
BTI
Blue Trust Inc
Georgia
-$6.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
276
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.18M -$1.37K -15 -0.1%
RB
277
Renasant Bank
Mississippi
$1.17M +$1.64K +18 +0.1%
SFG
278
StrategIQ Financial Group
Indiana
$1.15M -$47.7K -522 -4%
AIS
279
American Investment Services
Massachusetts
$1.15M -$16.4K -180 -1%
WMP
280
Wealth Management Partners
Arizona
$1.12M -$93.4K -1,000 -8%
AFA
281
American Financial Advisors
Georgia
$1.12M -$913 -10 -0.1%
CAM
282
Cresset Asset Management
Illinois
$1.11M -$88.9K -1,139 -7%
PWM
283
PBMares Wealth Management
Virginia
$1.11M -$211K -2,310 -16%
SWM
284
Spire Wealth Management
Virginia
$1.11M -$10.1K -111 -0.9%
LNC
285
Lincoln National Corp
Pennsylvania
$1.08M +$158K +1,733 +17%
FWP
286
FAS Wealth Partners
Kansas
$1.07M -$61.1K -669 -5%
BWM
287
Baystate Wealth Management
Massachusetts
$1.07M -$14.4K -158 -1%
D
288
Dentgroup
Louisiana
$1.07M -$9.13K -100 -0.8%
GA
289
GFS Advisors
Texas
$1.05M -$1.37K -15 -0.1%
CWM
290
Concentric Wealth Management
California
$1.03M +$6.76K +74 +0.7%
RFA
291
Resurgent Financial Advisors
Georgia
$1.02M +$56K +613 +6%
MA
292
MCF Advisors
Kentucky
$1.02M +$548 +6 +0.1%
BSB
293
Bangor Savings Bank
Maine
$1.01M – – –
GVAG
294
Great Valley Advisor Group
Delaware
$1M +$1.01K +11 +0.1%
SEIA
295
Signature Estate & Investment Advisors
California
$991K -$8.67K -95 -0.9%
PA
296
Planning Alternatives
Michigan
$989K -$1.64K -18 -0.2%
V
297
Veritable
Delaware
$987K – – –
PIMG
298
Patriot Investment Management Group
Tennessee
$984K -$74.3K -739 -7%
CSPIA
299
Cary Street Partners Investment Advisory
Virginia
$972K -$21.2K -232 -2%
FPCG
300
Forum Private Client Group
Indiana
$965K -$13.1K -143 -1%
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12
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