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

725 hedge funds and large institutions have $4.07B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 221 increasing their positions, 274 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
-3
Holders Change %
-0.41%
% of All Funds
11.6%
Holding in Top 10
18
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-37.93%
% of All Funds
0.29%
New
63
Increased
221
Reduced
274
Closed
43
Calls
$1.92M
Puts
$318K
Net Calls
+$1.6M
Net Calls Change
+$442K

Top Buyers

1
GHA
GW Henssler & Associates
Georgia
$26.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$106M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$51.8M
4
Cerity Partners
Cerity Partners
New York
$14.1M
5
Stifel Financial
Stifel Financial
Missouri
$35.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$74.6M
2
Corient Private Wealth
Corient Private Wealth
Florida
$80.6M
3
AAP
Arax Advisory Partners
Colorado
$1.5M
4
WIA
World Investment Advisors
California
$2.12M
5
Ameriprise
Ameriprise
Minnesota
$88.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMP
276
Wealth Management Partners
Arizona
$1.14M +$12.1K +129 +1%
LNC
277
Lincoln National Corp
Pennsylvania
$1.12M +$18.3K +196 +2%
AFA
278
American Financial Advisors
Georgia
$1.11M -$36.5K -390 -3%
BAM
279
Belpointe Asset Management
Nevada
$1.1M -$176K -1,885 -14%
D
280
Dentgroup
Louisiana
$1.09M +$187 +2 +0%
CSA
281
Cottage Street Advisors
Massachusetts
$1.09M +$1.09M +11,656 New
FWP
282
FAS Wealth Partners
Kansas
$1.08M -$22.1K -236 -2%
RB
283
Renasant Bank
Mississippi
$1.08M -$122K -1,305 -10%
GA
284
GFS Advisors
Texas
$1.07M -$7.02K -75 -0.6%
CG
285
Colony Group
Massachusetts
$1.06M -$277K -2,958 -21%
CWM
286
Concentric Wealth Management
California
$1.06M +$1.78K +19 +0.2%
MA
287
MCF Advisors
Kentucky
$1.04M +$187 +2 +0%
GVAG
288
Great Valley Advisor Group
Delaware
$1.03M +$3.65K +39 +0.4%
NSG
289
Nalls Sherbakoff Group
Tennessee
$1.03M +$1.03M +11,220 New
PWM
290
PBMares Wealth Management
Virginia
$1.03M -$109K -1,167 -10%
SFS
291
Security Financial Services
Indiana
$1.02M +$1.02M +10,913 New
AllianceBernstein
292
AllianceBernstein
Tennessee
$1.02M +$38.3K +409 +4%
PA
293
Planning Alternatives
Michigan
$1.01M – – –
V
294
Veritable
Delaware
$1.01M – – –
PIAS
295
PCA Investment Advisory Services
Ohio
$1.01M +$1.01M +10,792 New
FPCG
296
Forum Private Client Group
Indiana
$976K -$12.9K -138 -1%
3IP
297
3Chopt Investment Partners
Virginia
$971K – – –
FDCDDQ
298
Federation des caisses Desjardins du Quebec
Quebec, Canada
$969K -$238K -2,541 -20%
FCB
299
First County Bank
Connecticut
$966K +$344K +3,673 +55%
APWM
300
Atlas Private Wealth Management
New York
$966K +$161K +1,722 +20%
10 11
12
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