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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 %
WGCA
376
Wolf Group Capital Advisors
Virginia
$529K +$529K +5,058 New
RPCONE
377
Retirement Planning Company of New England
Rhode Island
$524K +$524K +5,022 New
MSFS
378
Main Street Financial Solutions
Pennsylvania
$523K -$7.93K -76 -1%
SIC
379
Shoker Investment Counsel
Ohio
$521K +$2.82K +27 +0.5%
AMCA
380
Arthur M. Cohen & Associates
Illinois
$516K +$124K +1,880 +32%
SFWC
381
Strategic Family Wealth Counselors
New Jersey
$512K +$512K +4,897 New
OCM
382
Objective Capital Management
Ohio
$508K +$508K +4,858 New
BB
383
Busey Bank
Illinois
$502K -$209 -2 -0%
First Trust Advisors
384
First Trust Advisors
Illinois
$501K -$37.4K -358 -7%
BF
385
Blankinship & Foster
California
$499K – – –
RIA
386
Realta Investment Advisors
Delaware
$498K +$2.4K +23 +0.5%
WDG
387
Wealth Dimensions Group
Ohio
$492K -$13.5K -129 -3%
TIM
388
Thompson Investment Management
Wisconsin
$489K -$11.2K -107 -2%
WSTAM
389
Wilbanks Smith & Thomas Asset Management
Virginia
$489K – – –
SCM
390
SOL Capital Management
Maryland
$482K +$30.8K +295 +7%
IFA
391
Index Fund Advisors
California
$481K +$481K +4,607 New
ACM
392
Azimuth Capital Management
Michigan
$478K +$23.5K +225 +5%
BOPW
393
Brandywine Oak Private Wealth
Pennsylvania
$474K +$14.2K +136 +3%
PWS
394
Private Wealth Strategies
Ohio
$472K +$2.3K +22 +0.5%
F
395
F3Logic
Minnesota
$465K +$2.2K +21 +0.5%
RM
396
Resource Management
Louisiana
$465K +$3.45K +33 +0.7%
GMA
397
Goldstein Munger & Associates
California
$462K – – –
RC
398
RegentAtlantic Capital
New Jersey
$461K -$10.5K -100 -2%
HNWAG
399
High Net Worth Advisory Group
Florida
$460K +$460K +4,400 New
9WM
400
9258 Wealth Management
Ohio
$448K +$91.8K +878 +26%
14 15
16
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