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

728 hedge funds and large institutions have $4.1B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 232 increasing their positions, 249 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+34
Holders Change %
+4.9%
% of All Funds
11.75%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.47%
New
105
Increased
232
Reduced
249
Closed
53
Calls
$1.35M
Puts
$192K
Net Calls
+$1.16M
Net Calls Change
-$1.55M

Top Buyers

1
WA
1
Waverly Advisors
Alabama
$26.8M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$27.1M
3
WIA
3
World Investment Advisors
California
$22.1M
4
AAP
4
Arax Advisory Partners
Colorado
$21.6M
5
CT
5
Coastline Trust
Rhode Island
$18.6M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$13.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$371M
3
RVPG
3
Relative Value Partners Group
$5.46M
4
IA
4
IFP Advisors
Florida
$1.27M
5
BTI
5
Blue Trust Inc
Georgia
$200K
Name Holding Trade Value Shares
Change 		Shares
Change %
RPCONE
426
Retirement Planning Company of New England
Rhode Island
$450K – – –
AT
427
American Trust
Kentucky
$449K +$449K +4,914 New
RCAG
428
Rehmann Capital Advisory Group
Michigan
$442K -$35.3K -387 -7%
FFBTD
429
First Financial Bank - Trust Division
Ohio
$441K -$55.8K -611 -11%
First Trust Advisors
430
First Trust Advisors
Illinois
$439K +$14.3K +157 +3%
TF
431
Tompkins Financial
New York
$437K – – –
RIA
432
Realta Investment Advisors
Delaware
$436K +$1.19K +13 +0.3%
SFG
433
SNS Financial Group
Minnesota
$434K -$144K -1,572 -25%
BB
434
Busey Bank
Illinois
$429K – – –
SIC
435
Shoker Investment Counsel
Ohio
$428K -$28.3K -310 -6%
WEG
436
World Equity Group
Illinois
$428K – – –
ACIM
437
Azimuth Capital Investment Management
Michigan
$426K -$52.5K -575 -11%
BF
438
Blankinship & Foster
California
$426K -$9.95K -109 -2%
IFA
439
Index Fund Advisors
California
$423K +$457 +5 +0.1%
PWS
440
Private Wealth Strategies
Ohio
$419K +$1.1K +12 +0.3%
PAG
441
Private Advisor Group
New Jersey
$418K +$71.5K +4,049 +21%
SFC
442
SYM Financial Corp
Indiana
$418K -$572K -6,260 -58%
WSTAM
443
Wilbanks Smith & Thomas Asset Management
Virginia
$417K -$6.39K -70 -2%
FWTB
444
First Western Trust Bank
Colorado
$414K +$157K +1,716 +61%
WDG
445
Wealth Dimensions Group
Ohio
$412K – – –
BCM
446
Brookstone Capital Management
Illinois
$398K +$19.5K +207 +5%
BFG
447
Barber Financial Group
Kansas
$393K -$1.52M -16,648 -79%
PA
448
PFG Advisors
Arizona
$390K -$98.7K -1,081 -20%
AWE
449
Avidian Wealth Enterprises
Texas
$388K -$22.5K -246 -5%
BCA
450
Bay Colony Advisors
Massachusetts
$388K +$92.9K +1,018 +32%
16 17
18
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