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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

735 hedge funds and large institutions have $5.76B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 256 increasing their positions, 212 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
+26
Holders Change %
+3.67%
% of All Funds
11.63%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.54%
New
93
Increased
256
Reduced
212
Closed
55
Calls
$5.75M
Puts
$3.92M
Net Calls
+$1.83M
Net Calls Change
+$3.48M

Top Buyers

1
MWM
Merriman Wealth Management
Washington
+$145M
2
BFG
Barber Financial Group
Kansas
+$76.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$38.8M
4
AAP
Arax Advisory Partners
Colorado
+$36.9M
5
Bank of America
Bank of America
North Carolina
+$31.1M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$615M
2
Ameriprise
Ameriprise
Minnesota
-$23.6M
3
COI
Connable Office Inc
Michigan
-$12.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$7.41M
5
NAM
NorthCrest Asset Manangement
Minnesota
-$7.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
326
Peapack-Gladstone Financial Corp
New Jersey
$864K – – –
VWA
327
Visionary Wealth Advisors
Illinois
$861K +$77.9K +761 +10%
FMII
328
Farmers & Merchants Investments Inc
Nebraska
$861K +$113K +1,100 +15%
USCWA
329
U.S. Capital Wealth Advisors
Texas
$858K -$60.7K -593 -7%
NWM
330
Northwest Wealth Management
Iowa
$855K +$512 +5 +0.1%
CAM
331
Cozad Asset Management
Illinois
$851K +$851K +8,309 New
PPW
332
Pinnacle Private Wealth
Massachusetts
$846K +$846K +8,262 New
AL
333
ACAS LLC
California
$839K -$18.9K -185 -2%
GA
334
GoalVest Advisory
New York
$826K +$826K +8,067 New
PWP
335
Personal Wealth Partners
Minnesota
$824K – – –
DL
336
DOHJ LLC
Washington
$812K +$812K +7,927 New
AMCA
337
Arthur M. Cohen & Associates
Illinois
$799K – – –
Millennium Management
338
Millennium Management
New York
$794K +$794K +7,754 New
Luther King Capital Management (LKCM)
339
Luther King Capital Management (LKCM)
Texas
$792K -$808K – –
CHC
340
City Holding Co
West Virginia
$792K – – –
MSAM
341
Moloney Securities Asset Management
Missouri
$783K -$8.19K -80 -1%
MG
342
Mather Group
Illinois
$782K +$6.76K +66 +0.9%
ATC
343
Argent Trust Co
Tennessee
$775K – – –
AWM
344
Avior Wealth Management
Nebraska
$773K -$139K -1,354 -15%
AFC
345
AFT Forsyth & Company
Florida
$767K +$717 +7 +0.1%
TFS
346
TrustCore Financial Services
Tennessee
$760K -$22.9K -224 -3%
SFG
347
SNS Financial Group
Minnesota
$755K -$24.7K -241 -3%
MMA
348
Miracle Mile Advisors
California
$751K -$1.74K -17 -0.2%
TA
349
TrueWealth Advisors
Alabama
$746K – – –
GA
350
Greenspring Advisors
Maryland
$744K -$42K -410 -5%
12 13
14
15 16