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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 %
VCM
276
Virtue Capital Management
Tennessee
$1.1M +$637K +6,751 +137%
FWP
277
FAS Wealth Partners
Kansas
$1.09M -$8.37K -88 -0.8%
AFG
278
Atomi Financial Group
New York
$1.08M +$603K +6,342 +126%
AllianceBernstein
279
AllianceBernstein
Tennessee
$1.07M +$40.9K +430 +4%
CSA
280
Cottage Street Advisors
Massachusetts
$1.07M -$37.8K -398 -3%
CG
281
Colony Group
Massachusetts
$1.06M -$12.6K -132 -1%
MA
282
MCF Advisors
Kentucky
$1.06M +$285 +3 +0%
William Blair & Company
283
William Blair & Company
Illinois
$1.05M +$146K +1,538 +16%
PWM
284
PBMares Wealth Management
Virginia
$1.04M -$2.95K -31 -0.3%
GA
285
GFS Advisors
Texas
$1.04M -$52.7K -554 -5%
CAL
286
Capital Analysts LLC
Pennsylvania
$1.04M +$60.7K +638 +6%
GVAG
287
Great Valley Advisor Group
Delaware
$1.03M -$15.4K -162 -1%
PA
288
Planning Alternatives
Michigan
$1.03M – – –
V
289
Veritable
Delaware
$1.03M – – –
NSG
290
Nalls Sherbakoff Group
Tennessee
$997K +$9.15K +104 +0.9%
FPCG
291
Forum Private Client Group
Indiana
$991K -$761 -8 -0.1%
3IP
292
3Chopt Investment Partners
Virginia
$987K – – –
SEIA
293
Signature Estate & Investment Advisors
California
$984K +$38.5K +405 +4%
TSW
294
Thompson Siegel & Walmsley
Virginia
$979K – – –
BSB
295
Bangor Savings Bank
Maine
$975K – – –
VFIC
296
Valley Forge Investment Consultants
Pennsylvania
$972K +$12.7K +134 +1%
IFO
297
Independent Family Office
New York
$959K – – –
KM
298
Kalos Management
Georgia
$952K -$6.66K -70 -0.7%
ATC
299
Argent Trust Co
Tennessee
$944K +$185K +1,944 +24%
EWA
300
ERTS Wealth Advisors
Michigan
$939K +$30.5K +321 +3%
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