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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

735 hedge funds and large institutions have $5.76B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 256 increasing their positions, 212 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
+26
Holders Change %
+3.67%
% of All Funds
11.63%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.54%
New
93
Increased
256
Reduced
212
Closed
55
Calls
$5.75M
Puts
$3.92M
Net Calls
+$1.83M
Net Calls Change
+$3.48M

Top Buyers

1
MWM
Merriman Wealth Management
Washington
+$145M
2
BFG
Barber Financial Group
Kansas
+$76.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$38.8M
4
AAP
Arax Advisory Partners
Colorado
+$36.9M
5
Bank of America
Bank of America
North Carolina
+$31.1M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$615M
2
Ameriprise
Ameriprise
Minnesota
-$23.6M
3
COI
Connable Office Inc
Michigan
-$12.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$7.41M
5
NAM
NorthCrest Asset Manangement
Minnesota
-$7.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
376
Mystic Asset Management
Rhode Island
$618K +$1.02K +10 +0.2%
HSWM
377
Hubbell Strickland Wealth Management
Louisiana
$613K -$132K -1,293 -18%
CFFP
378
Center for Financial Planning
Michigan
$612K – – –
SFPG
379
Stonebridge Financial Planning Group
Florida
$612K +$34K +332 +6%
AC
380
Apella Capital
Connecticut
$605K – – –
NOI
381
Newton One Investments
Delaware
$598K – – –
KM
382
Kalos Management
Georgia
$596K +$596K +6,092 New
GG
383
Gofen & Glossberg
Illinois
$592K – – –
AAS
384
Ameritas Advisory Services
Nebraska
$584K -$22K -215 -4%
HWA
385
Heritage Wealth Advisors
Virginia
$581K +$581K +5,670 New
CPSAC
386
Chas P. Smith & Associates (CPS)
Florida
$570K -$67.9K -664 -11%
TF
387
Tompkins Financial
New York
$569K -$23.3K -228 -4%
MSFS
388
Main Street Financial Solutions
Pennsylvania
$568K +$55.3K +540 +11%
VIA
389
Vickerman Investment Advisors
Washington
$562K -$6.51K -68 -1%
FFBTD
390
First Financial Bank - Trust Division
Ohio
$557K -$3.38K -33 -0.6%
TI
391
Trexquant Investment
Connecticut
$557K +$557K +5,439 New
AFS
392
Annapolis Financial Services
Maryland
$555K -$2.25K -22 -0.4%
TC
393
TAP Consulting
Missouri
$548K +$1.53K +15 +0.3%
GRP
394
Global Retirement Partners
California
$546K +$546K +5,820 New
RIA
395
Regal Investment Advisors
Michigan
$534K +$4K +39 +0.8%
RCAG
396
Rehmann Capital Advisory Group
Michigan
$534K +$102 +1 +0%
EA
397
Elm Advisors
California
$533K -$312K -3,040 -37%
BPA
398
Beacon Pointe Advisors
California
$532K +$329K +3,215 +162%
FNBOO
399
First National Bank of Omaha
Nebraska
$523K – – –
AWM
400
Apollon Wealth Management
South Carolina
$521K -$4.51K -44 -0.9%
14 15
16
17 18