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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 %
FHA
401
First Horizon Advisors
Tennessee
$447K -$21.7K -208 -5%
OWA
402
Outlook Wealth Advisors
Texas
$445K -$19.5K -187 -4%
LWA
403
LWS Wealth Advisors
New Jersey
$441K +$1.05K +10 +0.2%
AWM
404
AE Wealth Management
Kansas
$432K -$1.55M -14,784 -78%
DPI
405
Diversified Portfolios Inc
Michigan
$432K – – –
CWP
406
Curated Wealth Partners
California
$429K – – –
JWM
407
JGP Wealth Management
Oregon
$427K +$6.53K +62 +2%
CIA
408
Capital Investment Advisors
Georgia
$424K +$3.13K +30 +0.7%
PSF
409
Pacific Sun Financial
California
$422K +$6.27K +60 +2%
VCP
410
Vista Capital Partners
Oregon
$416K – – –
GPA
411
Guidance Point Advisors
Massachusetts
$416K +$2.09K +20 +0.5%
NS
412
Newman & Schimel
Illinois
$415K -$266K -2,550 -39%
VNA
413
Valley National Advisers
Pennsylvania
$414K – – –
CL
414
Choreo LLC
Illinois
$414K +$7.32K +70 +2%
OIA
415
OneDigital Investment Advisors
Kansas
$411K -$1.36K -13 -0.3%
WWM
416
Windsor Wealth Management
Indiana
$410K -$33.5K -312 -8%
DFC
417
DBK Financial Counsel
Ohio
$408K +$408K +3,908 New
SWM
418
SeaCrest Wealth Management
New York
$407K +$1.78K +17 +0.4%
WC
419
Weil Company
California
$406K – – –
JWCA
420
J.W. Cole Advisors
Florida
$406K +$406K +3,882 New
TRIA
421
Trail Ridge Investment Advisors
Colorado
$405K +$405K +3,876 New
MWA
422
Monograph Wealth Advisors
California
$401K +$401K +3,842 New
BCA
423
Bay Colony Advisors
Massachusetts
$399K +$399K +3,816 New
PCG
424
Private Capital Group
Connecticut
$398K – – –
KPCM
425
Kings Point Capital Management
New York
$397K -$1.89M -18,100 -83%
15 16
17
18 19