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

694 hedge funds and large institutions have $3.82B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 191 increasing their positions, 291 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
-96
Holders Change %
-12.15%
% of All Funds
12%
Holding in Top 10
20
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-31.03%
% of All Funds
0.35%
New
44
Increased
191
Reduced
291
Closed
128
Calls
$2.98M
Puts
$272K
Net Calls
+$2.7M
Net Calls Change
+$2.28M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$42.7M
2
ADL
Asset Dedication LLC
California
+$8.41M
3
BTI
Blue Trust Inc
Georgia
+$6.76M
4
SC
Sepio Capital
Utah
+$5.83M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.63M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$500M
2
LPL Financial
LPL Financial
California
-$115M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$77.9M
4
Bank of America
Bank of America
North Carolina
-$72.5M
5
Morgan Stanley
Morgan Stanley
New York
-$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
GPA
451
Guidance Point Advisors
Massachusetts
$332K +$1.98K +24 +0.6%
HHRDM
452
H&H Retirement Design & Management
Nevada
$331K -$341 -4 -0.1%
CIA
453
Capital Investment Advisors
Georgia
$330K – – –
NS
454
Newman & Schimel
Illinois
$329K – – –
VCP
455
Vista Capital Partners
Oregon
$328K – – –
LWA
456
LWS Wealth Advisors
New Jersey
$325K +$8K +97 +3%
ANTB
457
AMG National Trust Bank
Colorado
$323K +$20.6K +250 +7%
MWA
458
Monograph Wealth Advisors
California
$317K – – –
RDFA
459
Ritter Daniher Financial Advisory
Ohio
$316K -$103K -1,255 -25%
WC
460
Weil Company
California
$316K +$5.86K +71 +2%
CCA
461
Clearwater Capital Advisors
Illinois
$313K – – –
WS
462
Wedbush Securities
California
$310K -$25.2K -306 -8%
DY
463
Dowling & Yahnke
California
$310K +$165 +2 +0.1%
HWA
464
HHM Wealth Advisors
Tennessee
$308K – – –
Millennium Management
465
Millennium Management
New York
$306K +$306K +3,706 New
SFPM
466
Sensible Financial Planning & Management
Massachusetts
$302K – – –
JWCA
467
J.W. Cole Advisors
Florida
$302K +$40.4K +490 +15%
NP
468
NorthRock Partners
Minnesota
$298K -$199K -2,418 -40%
RFWA
469
RPg Family Wealth Advisory
Massachusetts
$298K – – –
HF
470
HRT Financial
New York
$297K -$2.61M -31,705 -90%
MBT
471
Montecito Bank & Trust
California
$297K – – –
WT
472
Whittier Trust
California
$296K – – –
BFAG
473
Blackston Financial Advisory Group
Florida
$295K -$32.3K -342 -10%
SWM
474
Southern Wealth Management
Texas
$294K +$294K +3,119 New
CL
475
CIM LLC
New York
$290K -$61.3K -647 -17%
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19
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