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

790 hedge funds and large institutions have $5.71B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 326 increasing their positions, 181 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+55
Holders Change %
+7.48%
% of All Funds
13.36%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.49%
New
137
Increased
326
Reduced
181
Closed
70
Calls
$1.4M
Puts
$971K
Net Calls
+$428K
Net Calls Change
-$1.41M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$677M
2
LPL Financial
LPL Financial
California
$210M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$85M
4
Morgan Stanley
Morgan Stanley
New York
$451M
5
BlackRock
BlackRock
New York
$73.5M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$26.6M
2
MWM
Merriman Wealth Management
Washington
$261K
3
Fidelity Investments
Fidelity Investments
Massachusetts
$99.7M
4
AAP
Arax Advisory Partners
Colorado
$0
5
RFC
Regions Financial Corp
Alabama
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSWM
451
Hubbell Strickland Wealth Management
Louisiana
$534K +$713 +8 +0.1%
CFFP
452
Center for Financial Planning
Michigan
$532K – – –
BWA
453
BDO Wealth Advisors
Florida
$531K -$57.6K -646 -10%
GG
454
Gofen & Glossberg
Illinois
$523K +$8.9K +100 +2%
VIA
455
Vickerman Investment Advisors
Washington
$522K -$1.07K -12 -0.2%
NOI
456
Newton One Investments
Delaware
$520K – – –
RPSA
457
Richard P. Slaughter Associates
Texas
$517K +$106K +1,195 +26%
WIA
458
World Investment Advisors
California
$508K -$15.9M -164,925 -97%
CAM
459
Concorde Asset Management
Michigan
$506K +$506K +5,688 New
AAS
460
Ameritas Advisory Services
Nebraska
$501K -$6.5K -73 -1%
FFBTD
461
First Financial Bank - Trust Division
Ohio
$484K – – –
AFS
462
Annapolis Financial Services
Maryland
$483K +$356 +4 +0.1%
CPSAC
463
Chas P. Smith & Associates (CPS)
Florida
$480K -$16.5K -185 -3%
DJYG
464
David J. Yvars Group
Florida
$479K +$48.5K +542 +11%
ACIM
465
Azimuth Capital Investment Management
Michigan
$474K +$474K +5,320 New
TC
466
TAP Consulting
Missouri
$467K -$9.7K -109 -2%
DFC
467
DBK Financial Counsel
Ohio
$461K -$122K -1,370 -21%
FNBOO
468
First National Bank of Omaha
Nebraska
$454K – – –
RDFA
469
Ritter Daniher Financial Advisory
Ohio
$453K +$4.54K +51 +1%
RCM
470
Raleigh Capital Management
North Carolina
$452K +$452K +5,078 New
SMA
471
Sage Mountain Advisors
Georgia
$450K – – –
JWM
472
JGP Wealth Management
Oregon
$449K +$12.6K +143 +3%
SIC
473
Shoker Investment Counsel
Ohio
$445K +$534 +6 +0.1%
RC
474
RegentAtlantic Capital
New Jersey
$445K +$52.5K +589 +13%
CFP
475
Cypress Financial Planning
New Jersey
$445K +$445K +4,995 New
17 18
19
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