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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 %
NF
376
Nikulski Financial
Iowa
$599K +$27.9K +305 +5%
UL
377
Unionview LLC
Washington
$599K +$139K +1,518 +30%
HBW
378
Hazlett, Burt & Watson
West Virginia
$590K +$912 +10 +0.2%
WAM
379
WNY Asset Management
New York
$589K +$7.67K +84 +1%
RIA
380
Richwood Investment Advisors
Ohio
$580K – – –
CB
381
Commerce Bank
Missouri
$575K – – –
NFP
382
NorthLanding Financial Partners
New York
$575K -$3.2K -35 -0.6%
PSCM
383
Per Stirling Capital Management
Texas
$574K +$574K +6,287 New
HWA
384
Heritage Wealth Advisors
Virginia
$573K – – –
Brown Advisory
385
Brown Advisory
Maryland
$569K +$180K +1,969 +46%
SCA
386
Snowden Capital Advisors
New York
$568K +$162K +1,770 +40%
PAMG
387
Patton Albertson Miller Group
Tennessee
$567K – – –
CAM
388
Close Asset Management
United Kingdom
$566K – – –
TC
389
TAGStone Capital
North Carolina
$561K +$5.02K +55 +0.9%
BHWM
390
Beaird Harris Wealth Management
Texas
$560K +$1.19K +13 +0.2%
JIC
391
Johnson Investment Counsel
Ohio
$556K -$7.31K -80 -1%
MAM
392
Mystic Asset Management
Rhode Island
$551K – – –
FHA
393
First Horizon Advisors
Tennessee
$548K +$19.3K +211 +4%
FA
394
Financial Alternatives
California
$545K +$545K +5,970 New
AC
395
Apella Capital
Connecticut
$540K – – –
GG
396
Gofen & Glossberg
Illinois
$537K – – –
SCM
397
SOL Capital Management
Maryland
$536K +$111K +1,220 +26%
NOI
398
Newton One Investments
Delaware
$533K – – –
RIA
399
Regal Investment Advisors
Michigan
$529K -$5.66K -62 -1%
HSWM
400
Hubbell Strickland Wealth Management
Louisiana
$529K +$639 +7 +0.1%
14 15
16
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