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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 %
AllianceBernstein
301
AllianceBernstein
Tennessee
$955K +$52.3K +573 +6%
BBPWM
302
Blue Bell Private Wealth Management
Pennsylvania
$953K -$28.2K -309 -3%
3IP
303
3Chopt Investment Partners
Virginia
$947K +$947K +10,376 New
TSW
304
Thompson Siegel & Walmsley
Virginia
$940K -$16.6K -182 -2%
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$925K +$85.3K +934 +10%
IFO
306
Independent Family Office
New York
$920K – – –
VFIC
307
Valley Forge Investment Consultants
Pennsylvania
$920K +$3.29K +36 +0.4%
NFG
308
Nations Financial Group
Iowa
$915K -$26.6K -291 -3%
CAL
309
Capital Analysts LLC
Pennsylvania
$914K +$25.8K +283 +3%
PTC
310
Private Trust Company
Ohio
$909K +$92.5K +1,013 +11%
PFS
311
Prospera Financial Services
Texas
$903K +$77.7K +851 +9%
William Blair & Company
312
William Blair & Company
Illinois
$901K -$31.8K -348 -3%
MBFW
313
Morton Brown Family Wealth
Pennsylvania
$898K +$443K +4,855 +98%
PWLP
314
Prio Wealth Limited Partnership
Massachusetts
$898K – – –
WCWM
315
Willow Creek Wealth Management
California
$896K -$9.5K -104 -1%
QIM
316
Quantitative Investment Management
Virginia
$886K +$316K +3,463 +55%
KM
317
Kalos Management
Georgia
$882K +$283K +3,099 +47%
FPGK
318
Financial Partners Group (Kansas)
Kansas
$870K +$166K +1,605 +24%
WANY
319
Wealthspire Advisors (New York)
New York
$864K +$127K +1,392 +17%
PFA
320
Pinnacle Family Advisors
Missouri
$863K -$86.4K -946 -9%
CA
321
CoreCap Advisors
Michigan
$860K -$274K -3,002 -24%
SA
322
Sunesis Advisors
Kansas
$860K – – –
WP
323
WealthShield Partners
North Carolina
$856K -$4.84K -53 -0.6%
VIA
324
Vickerman Investment Advisors
Washington
$853K +$326K +3,568 +62%
FWM
325
FFT Wealth Management
Pennsylvania
$843K +$843K +9,236 New
11 12
13
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