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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

790 hedge funds and large institutions have $5.71B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 326 increasing their positions, 181 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+55
Holders Change %
+7.48%
% of All Funds
13.36%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.49%
New
137
Increased
326
Reduced
181
Closed
70
Calls
$1.4M
Puts
$971K
Net Calls
+$428K
Net Calls Change
-$1.41M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$521M
2
LPL Financial
LPL Financial
California
+$103M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$84.4M
4
Morgan Stanley
Morgan Stanley
New York
+$80M
5
BlackRock
BlackRock
New York
+$73.4M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$564M
2
MWM
Merriman Wealth Management
Washington
-$133M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$47.5M
4
AAP
Arax Advisory Partners
Colorado
-$36.9M
5
RFC
Regions Financial Corp
Alabama
-$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
426
AWM Capital
Arizona
$597K – – –
GRP
427
Global Retirement Partners
California
$597K +$79K +888 +15%
V
428
Veritable
Delaware
$596K +$19.6K +220 +3%
CB
429
Commerce Bank
Missouri
$595K +$12.6K +141 +2%
OIA
430
OneDigital Investment Advisors
Kansas
$591K +$241K +2,706 +69%
RCAG
431
Rehmann Capital Advisory Group
Michigan
$588K +$124K +1,394 +27%
TC
432
TAGStone Capital
North Carolina
$578K +$1.87K +21 +0.3%
HBW
433
Hazlett, Burt & Watson
West Virginia
$573K +$1.34K +15 +0.2%
JIC
434
Johnson Investment Counsel
Ohio
$570K -$7.12K -80 -1%
SFG
435
SNS Financial Group
Minnesota
$569K -$87.7K -985 -13%
TCA
436
Transcend Capital Advisors
New Jersey
$567K +$567K +6,374 New
RIA
437
Richwood Investment Advisors
Ohio
$566K – – –
CFG
438
Citizens Financial Group
Rhode Island
$562K +$1.43K +16 +0.3%
HWA
439
Heritage Wealth Advisors
Virginia
$558K +$53.4K +600 +11%
NF
440
Nikulski Financial
Iowa
$557K – – –
TRIA
441
Trail Ridge Investment Advisors
Colorado
$555K +$187K +2,098 +51%
PAMG
442
Patton Albertson Miller Group
Tennessee
$553K – – –
WAM
443
WNY Asset Management
New York
$553K +$4.73K +53 +0.9%
CAM
444
Close Asset Management
United Kingdom
$552K +$552K +6,201 New
AC
445
Apella Capital
Connecticut
$551K +$24.8K +278 +5%
BHWM
446
Beaird Harris Wealth Management
Texas
$542K -$11.4K -128 -2%
MSFS
447
Main Street Financial Solutions
Pennsylvania
$540K +$46.3K +520 +9%
PPP
448
Private Portfolio Partners
New Jersey
$539K +$539K +6,055 New
NP
449
NorthRock Partners
Minnesota
$537K -$1.25K -14 -0.2%
MAM
450
Mystic Asset Management
Rhode Island
$536K -$889 -10 -0.2%
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