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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
$26.8M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$27.1M
3
WIA
World Investment Advisors
California
$22.1M
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
$13.3M
2
Morgan Stanley
Morgan Stanley
New York
$371M
3
RVPG
Relative Value Partners Group
$5.46M
4
IA
IFP Advisors
Florida
$1.27M
5
BTI
Blue Trust Inc
Georgia
$200K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
326
Boston Family Office
Massachusetts
$832K – – –
TAIM
327
TD Ameritrade Investment Management
Nebraska
$829K -$103K -1,127 -11%
BWA
328
BDO Wealth Advisors
Florida
$824K +$280K +3,064 +51%
IA
329
IFG Advisory
Georgia
$823K -$75.7K -829 -8%
AL
330
ACAS LLC
California
$814K +$814K +8,911 New
VCS
331
Vaughan & Co Securities
New Jersey
$798K – – –
MLIC
332
Mandatum Life Insurance Company
Finland
$795K – – –
APWM
333
Atlas Private Wealth Management
New York
$785K -$67.7K -741 -8%
SI
334
Stephens Inc
Arkansas
$776K +$41.5K +454 +6%
JFA
335
JNBA Financial Advisors
Minnesota
$766K -$13.1K -143 -2%
BAG
336
Briggs Advisory Group
Rhode Island
$765K -$122K -1,338 -14%
BWA
337
Beam Wealth Advisors
Louisiana
$765K +$765K +8,374 New
USCWA
338
U.S. Capital Wealth Advisors
Texas
$748K -$6.85K -75 -0.9%
CA
339
Claro Advisors
Massachusetts
$740K +$12.1K +133 +2%
HNWAG
340
High Net Worth Advisory Group
Florida
$730K +$329K +3,600 +82%
SAG
341
SageView Advisory Group
California
$724K +$724K +7,933 New
SBL
342
Sargent Bickham Lagudis
Colorado
$716K -$476K -5,208 -40%
DADC
343
D.A. Davidson & Co
Montana
$715K +$145K +1,589 +25%
VWM
344
Valley Wealth Managers
New Jersey
$711K -$21.3K -233 -3%
OIA
345
OneDigital Investment Advisors
Kansas
$707K +$98.5K +1,079 +16%
WPW
346
Waldron Private Wealth
Pennsylvania
$704K – – –
ATC
347
Argent Trust Co
Tennessee
$699K – – –
Luther King Capital Management (LKCM)
348
Luther King Capital Management (LKCM)
Texas
$698K -$630K – –
MSAM
349
Moloney Securities Asset Management
Missouri
$698K -$183 -2 -0%
MCCA
350
Mill Creek Capital Advisors
Pennsylvania
$697K +$697K +7,630 New
12 13
14
15 16