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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 %
MAM
351
Mystic Asset Management
Rhode Island
$630K +$630K +6,030 New
WA
352
Waverly Advisors
Alabama
$626K +$626K +6,229 New
CFFP
353
Center for Financial Planning
Michigan
$625K -$5.75K -55 -0.9%
VIA
354
Vickerman Investment Advisors
Washington
$621K -$732 -7 -0.1%
AC
355
Apella Capital
Connecticut
$618K – – –
AAS
356
Ameritas Advisory Services
Nebraska
$618K +$618K +5,916 New
DJYG
357
David J. Yvars Group
Florida
$616K -$467K -4,465 -43%
NOI
358
Newton One Investments
Delaware
$610K – – –
TF
359
Tompkins Financial
New York
$605K – – –
GG
360
Gofen & Glossberg
Illinois
$604K -$5.02K -48 -0.8%
IA
361
IFP Advisors
Florida
$590K -$101K -961 -15%
BHWM
362
Beaird Harris Wealth Management
Texas
$589K +$589K +5,633 New
FFN
363
Focus Financial Network
Minnesota
$584K – – –
FFBTD
364
First Financial Bank - Trust Division
Ohio
$572K -$732 -7 -0.1%
AFS
365
Annapolis Financial Services
Maryland
$569K +$4.6K +44 +0.8%
SAM
366
Smithbridge Asset Management
Pennsylvania
$566K – – –
SFS
367
Security Financial Services
Indiana
$561K +$561K +5,373 New
TC
368
TAP Consulting
Missouri
$558K -$79.3K -759 -12%
SFPG
369
Stonebridge Financial Planning Group
Florida
$554K +$46.8K +477 +9%
RCAG
370
Rehmann Capital Advisory Group
Michigan
$544K -$314 -3 -0.1%
RIA
371
Regal Investment Advisors
Michigan
$540K -$30.3K -290 -5%
SMA
372
Sage Mountain Advisors
Georgia
$537K – – –
AWM
373
Apollon Wealth Management
South Carolina
$536K +$259K +2,480 +94%
GWM
374
Geneos Wealth Management
Colorado
$534K +$287K +2,745 +116%
FNBOO
375
First National Bank of Omaha
Nebraska
$533K – – –
13 14
15
16 17