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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 %
AC
376
Apella Capital
Connecticut
$562K +$562K +5,910 New
NOI
377
Newton One Investments
Delaware
$559K +$2.28K +24 +0.4%
RJT
378
Raymond James Trust
Florida
$558K -$109K -1,146 -16%
HSWM
379
Hubbell Strickland Wealth Management
Louisiana
$553K +$1.05K +11 +0.2%
AMCA
380
Arthur M. Cohen & Associates
Illinois
$552K +$380 +4 +0.1%
CFD
381
Creative Financial Designs
Indiana
$552K -$111K -1,169 -17%
CFFP
382
Center for Financial Planning
Michigan
$547K – – –
CL
383
Choreo LLC
Illinois
$544K -$1.52K -16 -0.3%
JIC
384
Johnson Investment Counsel
Ohio
$544K – – –
DADC
385
D.A. Davidson & Co
Montana
$540K -$49.4K -519 -8%
SDWMA
386
Schneider Downs Wealth Management Advisors
Pennsylvania
$535K +$1.9K +20 +0.4%
CFP
387
Cypress Financial Planning
New Jersey
$533K +$32.6K +340 +7%
JWM
388
JGP Wealth Management
Oregon
$530K +$22.2K +233 +4%
CFGS
389
Concourse Financial Group Securities
Alabama
$522K +$130K +1,368 +33%
MWP
390
Meredith Wealth Planning
Illinois
$522K +$2.19K +23 +0.4%
CFG
391
Cooper Financial Group
California
$516K – – –
CWM
392
Cornerstone Wealth Management
Missouri
$515K +$515K +5,420 New
BFG
393
Bleakley Financial Group
New Jersey
$511K -$751K -7,896 -59%
SS
394
Simplicity Solutions
Minnesota
$510K -$3.32M -34,964 -87%
Renaissance Technologies
395
Renaissance Technologies
New York
$504K +$504K +5,300 New
CPSAC
396
Chas P. Smith & Associates (CPS)
Florida
$503K +$11.7K +123 +2%
MBFW
397
Morton Brown Family Wealth
Pennsylvania
$503K -$438K -4,602 -47%
AC
398
AWM Capital
Arizona
$501K -$136K -1,434 -21%
TC
399
TAP Consulting
Missouri
$500K -$5.23K -55 -1%
AFS
400
Annapolis Financial Services
Maryland
$500K – – –
14 15
16
17 18