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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
+$112M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$55.2M
3
WIA
World Investment Advisors
California
+$15.8M
4
RFC
Regions Financial Corp
Alabama
+$12.6M
5
M&T Bank
M&T Bank
New York
+$12M

Top Sellers

1
EWA
Exencial Wealth Advisors
Oklahoma
-$315M
2
MWM
Merriman Wealth Management
Washington
-$115M
3
BFG
Barber Financial Group
Kansas
-$38.8M
4
LPL Financial
LPL Financial
California
-$38M
5
Wells Fargo
Wells Fargo
California
-$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
426
Clearwater Capital Advisors
Illinois
$397K – – –
FA
427
FDx Advisors
Illinois
$395K +$112K +1,069 +39%
CL
428
CIM LLC
New York
$386K -$34.9K -348 -8%
SFPM
429
Sensible Financial Planning & Management
Massachusetts
$385K -$18.3K -175 -5%
WCP
430
Wick Capital Partners
Pennsylvania
$384K +$384K +3,678 New
KFI
431
Key Financial Inc
Pennsylvania
$381K -$1.99K -19 -0.5%
MBT
432
Montecito Bank & Trust
California
$376K – – –
WT
433
Whittier Trust
California
$376K – – –
AP
434
Americana Partners
Texas
$376K +$376K +3,600 New
RDFA
435
Ritter Daniher Financial Advisory
Ohio
$375K – – –
PAS
436
Park Avenue Securities
New York
$375K +$10.2K +98 +3%
WANY
437
Wealthspire Advisors (New York)
New York
$371K -$37.4K -358 -9%
PPA
438
Parametric Portfolio Associates
Washington
$370K +$370K +3,537 New
GTAM
439
Global Trust Asset Management
Florida
$369K – – –
KWS
440
Keystone Wealth Services
California
$367K +$367K +3,514 New
MCM
441
Maple Capital Management
Vermont
$366K – – –
JE
442
JMAC Enterprises
Pennsylvania
$366K +$366K +3,649 New
CIR
443
Clear Investment Research
Georgia
$364K -$941 -9 -0.3%
CCFM
444
Clear Creek Financial Management
Washington
$360K +$1.25K +12 +0.3%
MIC
445
Means Investment Company
Maine
$359K +$9.92K +95 +3%
CFS
446
Cannon Financial Strategists
Georgia
$355K – – –
Cerity Partners
447
Cerity Partners
New York
$354K +$354K +115,494 New
BJL
448
Brighton Jones LLC
Washington
$350K -$17.1K -164 -5%
S
449
SimplyRich
California
$348K – – –
SIMM
450
Stillwater Investment Management (Minnesota)
Minnesota
$347K +$3.44K +33 +1%
16 17
18
19 20