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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 %
SG
426
StoneX Group
New York
$453K +$453K +4,423 New
RC
427
RegentAtlantic Capital
New Jersey
$451K – – –
HNWAG
428
High Net Worth Advisory Group
Florida
$451K – – –
9WM
429
9258 Wealth Management
Ohio
$451K +$12K +117 +3%
CWM
430
Calamos Wealth Management
Illinois
$449K +$449K +4,382 New
EFS
431
Essex Financial Services
Connecticut
$447K +$447K +4,367 New
WEG
432
World Equity Group
Illinois
$432K +$432K +4,215 New
CWP
433
Curated Wealth Partners
California
$429K – – –
PSF
434
Pacific Sun Financial
California
$426K +$12.3K +120 +3%
MC
435
Moors & Cabot
Massachusetts
$425K +$128K +1,247 +43%
TRIA
436
Trail Ridge Investment Advisors
Colorado
$423K +$26.2K +256 +7%
LWA
437
LWS Wealth Advisors
New Jersey
$422K -$9.72K -95 -2%
AWE
438
Avidian Wealth Enterprises
Texas
$412K -$1.39M -13,558 -77%
BCA
439
Bay Colony Advisors
Massachusetts
$412K +$21.4K +209 +5%
CFGS
440
Concourse Financial Group Securities
Alabama
$412K +$78.5K +766 +24%
CIA
441
Capital Investment Advisors
Georgia
$409K -$6.55K -64 -2%
VCP
442
Vista Capital Partners
Oregon
$408K – – –
GPA
443
Guidance Point Advisors
Massachusetts
$408K +$1.12K +11 +0.3%
FA
444
FDx Advisors
Illinois
$408K +$21K +205 +5%
NS
445
Newman & Schimel
Illinois
$407K – – –
VNA
446
Valley National Advisers
Pennsylvania
$406K – – –
OIA
447
OneDigital Investment Advisors
Kansas
$402K -$307 -3 -0.1%
SWM
448
SeaCrest Wealth Management
New York
$400K +$512 +5 +0.1%
WC
449
Weil Company
California
$397K – – –
WANY
450
Wealthspire Advisors (New York)
New York
$395K +$30.8K +301 +8%
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