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

732 hedge funds and large institutions have $4.11B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
11.54%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.33%
New
55
Increased
215
Reduced
280
Closed
37
Calls
$1.74M
Puts
$295K
Net Calls
+$1.45M
Net Calls Change
-$156K

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$92.4M
2
MWM
Modera Wealth Management
New Jersey
+$68.1M
3
Lido Advisors
Lido Advisors
California
+$5.24M
4
Cerity Partners
Cerity Partners
New York
+$4.54M
5
PFA
Petra Financial Advisors
Colorado
+$4.34M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$26.8M
2
Ameriprise
Ameriprise
Minnesota
-$23.5M
3
UBS Group
UBS Group
Switzerland
-$19.5M
4
Bank of America
Bank of America
North Carolina
-$17.6M
5
CT
Coastline Trust
Rhode Island
-$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWTB
426
First Western Trust Bank
Colorado
$426K -$4.56K -48 -1%
BOPW
427
Brandywine Oak Private Wealth
Pennsylvania
$424K +$219K +2,308 +107%
MC
428
Moors & Cabot
Massachusetts
$421K -$27.7K -291 -6%
CIAS
429
Capital Investment Advisory Services
North Carolina
$417K +$102K +1,077 +33%
WDG
430
Wealth Dimensions Group
Ohio
$417K -$9.79K -103 -2%
DAS
431
Dynamic Advisor Solutions
Arizona
$416K -$172K -1,814 -29%
RPSA
432
Richard P. Slaughter Associates
Texas
$411K -$49.9K -525 -11%
GIA
433
Gladstone Institutional Advisory
Florida
$410K -$9.89K -104 -2%
CFS
434
CGC Financial Services
Oregon
$410K +$410K +4,313 New
AW
435
Avion Wealth
Texas
$408K -$9.49K -100 -2%
Kovitz Investment Group Partners
436
Kovitz Investment Group Partners
Illinois
$404K +$1.43K +15 +0.4%
VA
437
Valmark Advisers
Ohio
$402K -$7.7K -81 -2%
IA
438
IFP Advisors
Florida
$402K -$790K -8,305 -66%
RCAG
439
Rehmann Capital Advisory Group
Michigan
$394K -$24.7K -260 -6%
EWP
440
Elevation Wealth Partners
California
$394K +$1.33K +14 +0.3%
CWP
441
Curated Wealth Partners
California
$391K – – –
PSF
442
Pacific Sun Financial
California
$389K +$389K +4,158 New
CW
443
CreativeOne Wealth
Kansas
$389K +$389K +4,094 New
GPA
444
Guidance Point Advisors
Massachusetts
$387K +$1.9K +20 +0.5%
WC
445
Weil Company
California
$384K -$5.61K -59 -1%
CIA
446
Capital Investment Advisors
Georgia
$383K – – –
BCM
447
Brookstone Capital Management
Illinois
$381K +$2.35K +25 +0.6%
MCM
448
MV Capital Management
Maryland
$379K -$138K -1,452 -27%
VCP
449
Vista Capital Partners
Oregon
$378K – – –
WS
450
Wedbush Securities
California
$378K – – –
16 17
18
19 20