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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 %
FHC
401
First Heartland Consultants
Missouri
$493K -$1.75M -18,372 -78%
TIM
402
Thompson Investment Management
Wisconsin
$490K +$10.9K +115 +2%
WPC
403
Wedmont Private Capital
Pennsylvania
$489K +$205K +2,114 +72%
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$483K -$152K -1,597 -24%
SFPG
405
Stonebridge Financial Planning Group
Florida
$482K +$17.6K +185 +4%
BC
406
Barrett & Company
Rhode Island
$481K -$9.03K -95 -2%
SMA
407
Sage Mountain Advisors
Georgia
$480K – – –
BFAG
408
Blackston Financial Advisory Group
Florida
$469K +$20.4K +215 +5%
RPCONE
409
Retirement Planning Company of New England
Rhode Island
$468K +$4.75K +50 +1%
ACIM
410
Azimuth Capital Investment Management
Michigan
$465K +$4.76K +50 +1%
KFI
411
Key Financial Inc
Pennsylvania
$465K +$50.1K +527 +12%
LB
412
Leo Brokerage
Texas
$461K +$1.43K +15 +0.3%
FFBTD
413
First Financial Bank - Trust Division
Ohio
$459K – – –
RIA
414
Realta Investment Advisors
Delaware
$458K +$1.9K +20 +0.4%
RWP
415
RWA Wealth Partners
Massachusetts
$456K +$456K +4,793 New
TF
416
Tompkins Financial
New York
$455K – – –
WEG
417
World Equity Group
Illinois
$450K +$450K +4,735 New
BB
418
Busey Bank
Illinois
$446K – – –
SIC
419
Shoker Investment Counsel
Ohio
$446K – – –
TRIA
420
Trail Ridge Investment Advisors
Colorado
$444K – – –
PWS
421
Private Wealth Strategies
Ohio
$440K +$1.71K +18 +0.4%
First Trust Advisors
422
First Trust Advisors
Illinois
$438K +$5.14K +54 +1%
RSWM
423
Robertson Stephens Wealth Management
California
$436K -$2.62M -27,556 -86%
NFP
424
NorthLanding Financial Partners
New York
$433K -$240K -2,526 -36%
RDFA
425
Ritter Daniher Financial Advisory
Ohio
$428K -$116K -1,225 -21%
15 16
17
18 19