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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 %
NF
351
Nikulski Financial
Iowa
$624K – – –
MSFS
352
Main Street Financial Solutions
Pennsylvania
$617K -$36.9K -388 -6%
IFA
353
Index Fund Advisors
California
$616K -$104K -1,089 -14%
CFG
354
Citizens Financial Group
Rhode Island
$613K +$2K +21 +0.3%
RIA
355
Richwood Investment Advisors
Ohio
$604K – – –
VWM
356
Valley Wealth Managers
New Jersey
$603K -$69.8K -734 -10%
BWA
357
BDO Wealth Advisors
Florida
$602K -$77.6K -816 -11%
SCM
358
SOL Capital Management
Maryland
$601K +$16.6K +175 +3%
HWA
359
Heritage Wealth Advisors
Virginia
$596K – – –
FTS
360
Fifth Third Securities
Ohio
$593K -$28.1K -296 -5%
MAM
361
Mystic Asset Management
Rhode Island
$592K – – –
SCA
362
Snowden Capital Advisors
New York
$591K – – –
IC
363
IEQ Capital
California
$590K – – –
CB
364
Commerce Bank
Missouri
$590K – – –
CAM
365
Close Asset Management
United Kingdom
$589K – – –
MMA
366
Miracle Mile Advisors
California
$588K -$107K -1,125 -15%
TC
367
TAGStone Capital
North Carolina
$588K +$2K +21 +0.3%
WPW
368
Watershed Private Wealth
Illinois
$588K -$45.1K -474 -7%
BCG
369
Breakwater Capital Group
New Jersey
$579K +$215K +2,257 +59%
AWM
370
Avior Wealth Management
Nebraska
$573K -$51K -536 -8%
PAMG
371
Patton Albertson Miller Group
Tennessee
$570K -$21.3K -224 -4%
FPGK
372
Financial Partners Group (Kansas)
Kansas
$570K -$265K -2,681 -32%
BHWM
373
Beaird Harris Wealth Management
Texas
$569K -$15.1K -159 -3%
FA
374
Financial Alternatives
California
$568K – – –
USCWA
375
U.S. Capital Wealth Advisors
Texas
$564K -$21.7K -228 -4%
13 14
15
16 17