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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 %
AWA
326
Arkadios Wealth Advisors
Georgia
$779K +$256K +2,449 +49%
MMA
327
Miracle Mile Advisors
California
$768K +$2.3K +22 +0.3%
FMII
328
Farmers & Merchants Investments Inc
Nebraska
$764K – – –
HSWM
329
Hubbell Strickland Wealth Management
Louisiana
$761K +$5.33K +51 +0.7%
SC
330
Schoolcraft Capital
Colorado
$757K +$7.11K +68 +0.9%
SAM
331
Sequent Asset Management
Texas
$755K – – –
TA
332
TrueWealth Advisors
Alabama
$746K +$370K +3,541 +98%
Citadel Advisors
333
Citadel Advisors
Florida
$725K -$1.11M -10,665 -61%
BWA
334
BDO Wealth Advisors
Florida
$718K -$722K -6,913 -50%
ACA
335
Atlas Capital Advisors
Wyoming
$706K – – –
AC
336
AWM Capital
Arizona
$700K – – –
JIC
337
Johnson Investment Counsel
Ohio
$683K +$3.14K +30 +0.5%
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$678K +$678K +6,489 New
V
339
Veritable
Delaware
$676K – – –
TC
340
TAGStone Capital
North Carolina
$674K +$674K +6,450 New
CB
341
Commerce Bank
Missouri
$668K -$204K -1,947 -23%
RIA
342
Richwood Investment Advisors
Ohio
$664K +$664K +6,352 New
CFG
343
Citizens Financial Group
Rhode Island
$656K +$5.33K +51 +0.8%
CPSAC
344
Chas P. Smith & Associates (CPS)
Florida
$651K -$17.9K -171 -3%
PAMG
345
Patton Albertson Miller Group
Tennessee
$649K – – –
NP
346
NorthRock Partners
Minnesota
$647K -$184K -1,764 -22%
CFD
347
Creative Financial Designs
Indiana
$643K +$14.8K +142 +2%
NF
348
Nikulski Financial
Iowa
$639K -$25.6K -245 -4%
WAM
349
WNY Asset Management
New York
$639K +$14.5K +139 +2%
HW
350
Hancock Whitney
Mississippi
$633K +$633K +6,061 New
12 13
14
15 16