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

735 hedge funds and large institutions have $5.76B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 256 increasing their positions, 212 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
+26
Holders Change %
+3.67%
% of All Funds
11.63%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.54%
New
93
Increased
256
Reduced
212
Closed
55
Calls
$5.75M
Puts
$3.92M
Net Calls
+$1.83M
Net Calls Change
+$3.48M

Top Buyers

1
MWM
Merriman Wealth Management
Washington
+$145M
2
BFG
Barber Financial Group
Kansas
+$76.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$38.8M
4
AAP
Arax Advisory Partners
Colorado
+$36.9M
5
Bank of America
Bank of America
North Carolina
+$31.1M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$615M
2
Ameriprise
Ameriprise
Minnesota
-$23.6M
3
COI
Connable Office Inc
Michigan
-$12.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$7.41M
5
NAM
NorthCrest Asset Manangement
Minnesota
-$7.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
DY
451
Dowling & Yahnke
California
$394K +$61.6K +601 +19%
MWA
452
Monograph Wealth Advisors
California
$393K – – –
OWA
453
Outlook Wealth Advisors
Texas
$392K -$43.9K -429 -10%
PCG
454
Private Capital Group
Connecticut
$390K – – –
CCA
455
Clearwater Capital Advisors
Illinois
$389K – – –
KPCM
456
Kings Point Capital Management
New York
$389K – – –
PPA
457
Parametric Portfolio Associates
Washington
$387K +$25.1K +245 +7%
SEM
458
Strategic Equity Management
Arizona
$382K +$382K +3,726 New
TGAM
459
TBH Global Asset Management
Tennessee
$382K +$382K +3,733 New
WWM
460
Windsor Wealth Management
Indiana
$381K +$2.08K +21 +0.5%
SFPM
461
Sensible Financial Planning & Management
Massachusetts
$377K -$308 -3 -0.1%
JE
462
JMAC Enterprises
Pennsylvania
$374K – – –
TSS
463
Two Sigma Securities
New York
$374K +$374K +3,649 New
CL
464
Choreo LLC
Illinois
$371K -$35K -341 -9%
RL
465
Retireful LLC
Michigan
$371K +$371K +3,835 New
MBT
466
Montecito Bank & Trust
California
$369K – – –
WT
467
Whittier Trust
California
$368K – – –
AP
468
Americana Partners
Texas
$368K – – –
KFI
469
Key Financial Inc
Pennsylvania
$367K -$5.63K -55 -2%
TA
470
Tiedemann Advisors
New York
$366K +$366K +3,570 New
PAS
471
Park Avenue Securities
New York
$363K -$4.81K -47 -1%
CFS
472
Cannon Financial Strategists
Georgia
$363K +$14.7K +144 +4%
GTAM
473
Global Trust Asset Management
Florida
$362K – – –
KWS
474
Keystone Wealth Services
California
$362K +$1.85K +18 +0.5%
WPC
475
Wedmont Private Capital
Pennsylvania
$362K +$43.1K +419 +14%
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