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

725 hedge funds and large institutions have $4.07B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 221 increasing their positions, 274 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
-3
Holders Change %
-0.41%
% of All Funds
11.6%
Holding in Top 10
18
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-37.93%
% of All Funds
0.29%
New
63
Increased
221
Reduced
274
Closed
43
Calls
$1.92M
Puts
$318K
Net Calls
+$1.6M
Net Calls Change
+$442K

Top Buyers

1
GHA
GW Henssler & Associates
Georgia
$26.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$106M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$51.8M
4
Cerity Partners
Cerity Partners
New York
$14.1M
5
Stifel Financial
Stifel Financial
Missouri
$35.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$74.6M
2
Corient Private Wealth
Corient Private Wealth
Florida
$80.6M
3
AAP
Arax Advisory Partners
Colorado
$1.5M
4
WIA
World Investment Advisors
California
$2.12M
5
Ameriprise
Ameriprise
Minnesota
$88.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPCONE
426
Retirement Planning Company of New England
Rhode Island
$456K -$4.68K -50 -1%
IA
427
IFG Advisory
Georgia
$455K -$389K -4,156 -46%
RPSA
428
Richard P. Slaughter Associates
Texas
$454K -$46.9K -501 -9%
ACIM
429
Azimuth Capital Investment Management
Michigan
$453K +$16.3K +174 +4%
LB
430
Leo Brokerage
Texas
$452K +$452K +4,830 New
FFBTD
431
First Financial Bank - Trust Division
Ohio
$452K – – –
RIA
432
Realta Investment Advisors
Delaware
$449K +$1.59K +17 +0.4%
TF
433
Tompkins Financial
New York
$448K – – –
MC
434
Moors & Cabot
Massachusetts
$441K -$26.7K -285 -6%
BFAG
435
Blackston Financial Advisory Group
Florida
$441K +$148K +1,579 +50%
BB
436
Busey Bank
Illinois
$439K – – –
SIC
437
Shoker Investment Counsel
Ohio
$439K – – –
FCP
438
Fidelis Capital Partners
Florida
$439K +$148K +1,645 +51%
VCM
439
Virtue Capital Management
Tennessee
$437K +$437K +4,925 New
TRIA
440
Trail Ridge Investment Advisors
Colorado
$437K -$72.4K -774 -14%
PWS
441
Private Wealth Strategies
Ohio
$431K +$1.59K +17 +0.4%
First Trust Advisors
442
First Trust Advisors
Illinois
$426K -$24.4K -261 -5%
FWTB
443
First Western Trust Bank
Colorado
$424K – – –
WDG
444
Wealth Dimensions Group
Ohio
$420K -$2.25K -24 -0.5%
GIA
445
Gladstone Institutional Advisory
Florida
$414K +$22.7K +243 +6%
RCAG
446
Rehmann Capital Advisory Group
Michigan
$412K -$40.3K -431 -9%
KFI
447
Key Financial Inc
Pennsylvania
$409K +$81.3K +869 +25%
VA
448
Valmark Advisers
Ohio
$403K +$174K +1,859 +76%
AW
449
Avion Wealth
Texas
$401K +$137K +1,504 +52%
DC
450
Diametric Capital
Massachusetts
$400K +$400K +4,277 New
16 17
18
19 20