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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 %
CHC
351
City Holding Co
West Virginia
$689K – – –
MG
352
Mather Group
Illinois
$689K -$6.39K -70 -0.9%
BHIA
353
Birch Hill Investment Advisors
Massachusetts
$683K +$683K +7,485 New
LWM
354
LJI Wealth Management
Indiana
$679K +$679K +7,439 New
FTS
355
Fifth Third Securities
Ohio
$679K -$393K -4,309 -37%
MMA
356
Miracle Mile Advisors
California
$674K +$2.74K +30 +0.4%
SC
357
Schoolcraft Capital
Colorado
$670K +$3.56K +39 +0.5%
TFS
358
TrustCore Financial Services
Tennessee
$669K +$1K +11 +0.2%
SWA
359
Stratos Wealth Advisors
Ohio
$662K -$91 -1 -0%
RJT
360
Raymond James Trust
Florida
$658K – – –
AFC
361
AFT Forsyth & Company
Florida
$657K +$1.92K +21 +0.3%
ICG
362
InterOcean Capital Group
Tennessee
$657K – – –
NWM
363
Northwest Wealth Management
Iowa
$654K -$23.5K -257 -3%
BJL
364
Brighton Jones LLC
Washington
$652K +$22.5K +246 +4%
GA
365
Greenspring Advisors
Maryland
$649K -$12.2K -134 -2%
WMWM
366
Whitaker-Myers Wealth Managers
Ohio
$635K +$635K +6,955 New
CFD
367
Creative Financial Designs
Indiana
$632K +$5.84K +64 +0.9%
QHA
368
Quarry Hill Advisors
Minnesota
$629K +$629K +6,890 New
AAS
369
Ameritas Advisory Services
Nebraska
$625K +$134K +1,463 +27%
SB
370
Strategic Blueprint
Georgia
$622K -$14.2K -155 -2%
CFG
371
Citizens Financial Group
Rhode Island
$618K +$42.2K +462 +7%
ACA
372
Atlas Capital Advisors
Wyoming
$617K – – –
AC
373
AWM Capital
Arizona
$612K +$274 +3 +0%
AWM
374
Avior Wealth Management
Nebraska
$610K -$48.9K -536 -7%
FCB
375
First County Bank
Connecticut
$607K +$607K +6,652 New
13 14
15
16 17