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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 %
SMA
401
Sage Mountain Advisors
Georgia
$517K -$9.31K -91 -2%
RDFA
402
Ritter Daniher Financial Advisory
Ohio
$516K +$148K +1,447 +40%
SIC
403
Shoker Investment Counsel
Ohio
$511K +$512 +5 +0.1%
YIH
404
Y-Intercept (HK)
Hong Kong
$506K +$506K +4,943 New
RPCONE
405
Retirement Planning Company of New England
Rhode Island
$502K -$12.2K -119 -2%
OCM
406
Objective Capital Management
Ohio
$499K +$1.43K +14 +0.3%
SCA
407
Snowden Capital Advisors
New York
$499K +$373K +3,650 +296%
ACM
408
Azimuth Capital Management
Michigan
$496K +$28.2K +275 +6%
DJYG
409
David J. Yvars Group
Florida
$495K -$111K -1,080 -18%
BB
410
Busey Bank
Illinois
$492K – – –
BOPW
411
Brandywine Oak Private Wealth
Pennsylvania
$491K +$26.4K +258 +6%
JWM
412
JGP Wealth Management
Oregon
$491K +$88K +886 +22%
SFS
413
Security Financial Services
Indiana
$489K -$61.6K -601 -11%
BF
414
Blankinship & Foster
California
$489K – – –
RIA
415
Realta Investment Advisors
Delaware
$489K +$1.33K +13 +0.3%
First Trust Advisors
416
First Trust Advisors
Illinois
$485K -$5.53K -54 -1%
CCFM
417
Clear Creek Financial Management
Washington
$485K +$132K +1,286 +37%
TIM
418
Thompson Investment Management
Wisconsin
$484K +$4.3K +42 +0.9%
WDG
419
Wealth Dimensions Group
Ohio
$481K -$1.13K -11 -0.2%
SCM
420
SOL Capital Management
Maryland
$472K – – –
IFA
421
Index Fund Advisors
California
$472K +$512 +5 +0.1%
RPSA
422
Richard P. Slaughter Associates
Texas
$472K +$472K +4,615 New
PWS
423
Private Wealth Strategies
Ohio
$465K +$1.23K +12 +0.3%
WSTAM
424
Wilbanks Smith & Thomas Asset Management
Virginia
$455K – – –
GMA
425
Goldstein Munger & Associates
California
$453K – – –
15 16
17
18 19