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

709 hedge funds and large institutions have $5.94B invested in iShares S&P Small-Cap 600 Value ETF in 2021 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 220 increasing their positions, 205 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
+72
Holders Change %
+11.3%
% of All Funds
10.95%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.43%
New
135
Increased
220
Reduced
205
Closed
51
Calls
$7.2M
Puts
$8.85M
Net Calls
-$1.65M
Net Calls Change
-$4.36M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$112M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$55.2M
3
WIA
World Investment Advisors
California
+$15.8M
4
RFC
Regions Financial Corp
Alabama
+$12.6M
5
M&T Bank
M&T Bank
New York
+$12M

Top Sellers

1
EWA
Exencial Wealth Advisors
Oklahoma
-$315M
2
MWM
Merriman Wealth Management
Washington
-$115M
3
BFG
Barber Financial Group
Kansas
-$38.8M
4
LPL Financial
LPL Financial
California
-$38M
5
Wells Fargo
Wells Fargo
California
-$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
451
Summit Global Investments
Utah
$346K +$209 +2 +0.1%
ML
452
Mayport LLC
Massachusetts
$345K +$345K +3,304 New
CFGS
453
Concourse Financial Group Securities
Alabama
$340K +$46.5K +445 +16%
DY
454
Dowling & Yahnke
California
$339K -$62.5K -598 -16%
SC
455
SouthState Corp
Florida
$339K – – –
HR
456
Howe & Rusling
New York
$338K – – –
SWA
457
Stratos Wealth Advisors
Ohio
$338K +$25.7K +246 +8%
MFC
458
Mechanics Financial Corp
Ohio
$337K +$337K +3,224 New
RFWA
459
RPg Family Wealth Advisory
Massachusetts
$336K -$37.1K -355 -10%
EI
460
Ellevest Inc
New York
$334K – – –
EW
461
Element Wealth
Mississippi
$334K +$1.46K +14 +0.4%
KBFS
462
Kohmann Bosshard Financial Services
Ohio
$332K – – –
WPC
463
Wedmont Private Capital
Pennsylvania
$328K +$328K +3,101 New
BCWM
464
Bartlett & Co Wealth Management
Ohio
$322K – – –
BC
465
Bartlett & Co
Ohio
$322K – – –
BBPWM
466
Blue Bell Private Wealth Management
Pennsylvania
$321K – – –
RCG
467
Resource Consulting Group
Florida
$315K +$315K +3,016 New
AP
468
Advisor Partners
California
$313K -$41.9K -401 -12%
OSAM
469
O'Shaughnessy Asset Management
Connecticut
$313K – – –
QCM
470
Quest Capital Management
Texas
$312K – – –
MAM
471
MMA Asset Management
Pennsylvania
$311K +$209 +2 +0.1%
SSB
472
Sandy Spring Bank
Maryland
$308K +$20.9K +200 +7%
AIA
473
Arcadia Investment Advisors
Idaho
$304K – – –
MC
474
Moors & Cabot
Massachusetts
$303K +$39.4K +377 +15%
WS
475
Wedbush Securities
California
$302K +$18K +173 +6%
17 18
19
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