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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 %
USCWA
301
U.S. Capital Wealth Advisors
Texas
$937K -$58.3K -558 -6%
AWM
302
Avior Wealth Management
Nebraska
$930K -$176K -1,685 -16%
VCS
303
Vaughan & Co Securities
New Jersey
$926K – – –
CAM
304
Campion Asset Management
Virginia
$926K +$98.2K +940 +12%
BAM
305
Belpointe Asset Management
Nevada
$925K -$20.7K -198 -2%
APWM
306
Atlas Private Wealth Management
New York
$913K +$3.24K +31 +0.4%
CA
307
Claro Advisors
Massachusetts
$901K -$33.1K -317 -4%
LNC
308
Lincoln National Corp
Pennsylvania
$891K -$250K -2,395 -22%
PGFC
309
Peapack-Gladstone Financial Corp
New Jersey
$882K -$2.61K -25 -0.3%
AL
310
ACAS LLC
California
$876K -$9.41K -90 -1%
NWM
311
Northwest Wealth Management
Iowa
$872K +$80.8K +773 +10%
EA
312
Elm Advisors
California
$861K – – –
PWP
313
Personal Wealth Partners
Minnesota
$840K -$147K -1,410 -15%
COF
314
Capital One Financial
Virginia
$824K +$75K +718 +10%
Luther King Capital Management (LKCM)
315
Luther King Capital Management (LKCM)
Texas
$808K -$833K – –
MSAM
316
Moloney Securities Asset Management
Missouri
$807K -$2.68M -25,620 -77%
GA
317
Greenspring Advisors
Maryland
$802K +$802K +7,679 New
VWA
318
Visionary Wealth Advisors
Illinois
$799K -$242K -2,314 -23%
TFS
319
TrustCore Financial Services
Tennessee
$799K +$314 +3 +0%
SFG
320
SNS Financial Group
Minnesota
$796K -$79K -756 -9%
RJT
321
Raymond James Trust
Florida
$791K -$366K -3,502 -32%
MG
322
Mather Group
Illinois
$791K -$1.57K -15 -0.2%
ATC
323
Argent Trust Co
Tennessee
$791K – – –
CHC
324
City Holding Co
West Virginia
$790K +$66.4K +650 +9%
AFC
325
AFT Forsyth & Company
Florida
$782K +$7.94K +76 +1%
11 12
13
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