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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 %
WCWM
301
Willow Creek Wealth Management
California
$933K – – –
PWLP
302
Prio Wealth Limited Partnership
Massachusetts
$905K -$10.5K -110 -1%
CA
303
CoreCap Advisors
Michigan
$904K +$904K +9,504 New
PIMG
304
Patriot Investment Management Group
Tennessee
$901K – – –
PTC
305
Private Trust Company
Ohio
$896K -$48.6K -511 -5%
LNC
306
Lincoln National Corp
Pennsylvania
$891K -$251K -2,643 -22%
FWM
307
FFT Wealth Management
Pennsylvania
$885K +$3.71K +39 +0.4%
WP
308
WealthShield Partners
North Carolina
$875K -$20.4K -215 -2%
CWM
309
Concentric Wealth Management
California
$867K -$206K -2,170 -19%
NFG
310
Nations Financial Group
Iowa
$860K -$5.71K -60 -0.7%
VIA
311
Vickerman Investment Advisors
Washington
$854K -$7.51K -79 -0.9%
GGI
312
GPM Growth Investors
Michigan
$853K -$615K -6,465 -42%
FDCDDQ
313
Federation des caisses Desjardins du Quebec
Quebec, Canada
$846K -$139K -1,461 -14%
VCS
314
Vaughan & Co Securities
New Jersey
$835K +$8.37K +88 +1%
MLIC
315
Mandatum Life Insurance Company
Finland
$828K – – –
QIM
316
Quantitative Investment Management
Virginia
$816K +$816K +8,589 New
WMWM
317
Whitaker-Myers Wealth Managers
Ohio
$814K +$2.95K +31 +0.4%
Brown Advisory
318
Brown Advisory
Maryland
$809K – – –
OIA
319
OneDigital Investment Advisors
Kansas
$807K +$25.3K +266 +3%
AL
320
ACAS LLC
California
$798K -$18.6K -196 -2%
WPW
321
Waldron Private Wealth
Pennsylvania
$797K -$9.51K -100 -1%
BAG
322
Briggs Advisory Group
Rhode Island
$797K – – –
UL
323
Unionview LLC
Washington
$792K +$131K +1,373 +20%
JFA
324
JNBA Financial Advisors
Minnesota
$786K -$2.76K -29 -0.3%
WANY
325
Wealthspire Advisors (New York)
New York
$779K -$144K -1,511 -16%
11 12
13
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