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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 %
HNWAG
326
High Net Worth Advisory Group
Florida
$761K – – –
CA
327
Claro Advisors
Massachusetts
$757K -$10.8K -114 -1%
BBPWM
328
Blue Bell Private Wealth Management
Pennsylvania
$740K -$181K -1,904 -20%
TAIM
329
TD Ameritrade Investment Management
Nebraska
$738K -$37.8K -398 -5%
SI
330
Stephens Inc
Arkansas
$732K -$47.4K -499 -6%
CHC
331
City Holding Co
West Virginia
$730K +$19K +200 +3%
Luther King Capital Management (LKCM)
332
Luther King Capital Management (LKCM)
Texas
$727K -$716K – –
MCCA
333
Mill Creek Capital Advisors
Pennsylvania
$726K – – –
RIA
334
Regal Investment Advisors
Michigan
$723K -$66.8K -702 -8%
MG
335
Mather Group
Illinois
$716K -$3.9K -41 -0.5%
MSAM
336
Moloney Securities Asset Management
Missouri
$713K – – –
LWM
337
LJI Wealth Management
Indiana
$699K +$5.42K +57 +0.8%
SC
338
Schoolcraft Capital
Colorado
$697K – – –
AFC
339
AFT Forsyth & Company
Florida
$686K +$951 +10 +0.1%
BFO
340
Boston Family Office
Massachusetts
$682K – – –
NWM
341
Northwest Wealth Management
Iowa
$682K +$666 +7 +0.1%
GS
342
GTS Securities
New York
$667K +$667K +7,019 New
BAM
343
Belpointe Asset Management
Nevada
$663K -$454K -4,774 -41%
SWA
344
Stratos Wealth Advisors
Ohio
$663K +$170K +1,789 +35%
QHA
345
Quarry Hill Advisors
Minnesota
$655K – – –
ACA
346
Atlas Capital Advisors
Wyoming
$645K – – –
FHA
347
First Horizon Advisors
Tennessee
$637K +$61.5K +647 +11%
BJL
348
Brighton Jones LLC
Washington
$635K -$3.99K -42 -0.6%
WAM
349
WNY Asset Management
New York
$629K +$10.4K +109 +2%
HBW
350
Hazlett, Burt & Watson
West Virginia
$626K +$9.61K +101 +2%
12 13
14
15 16