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

728 hedge funds and large institutions have $4.1B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 232 increasing their positions, 249 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+34
Holders Change %
+4.9%
% of All Funds
11.75%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.47%
New
105
Increased
232
Reduced
249
Closed
53
Calls
$1.35M
Puts
$192K
Net Calls
+$1.16M
Net Calls Change
-$1.55M

Top Buyers

1
WA
1
Waverly Advisors
Alabama
$26.8M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$27.1M
3
WIA
3
World Investment Advisors
California
$22.1M
4
AAP
4
Arax Advisory Partners
Colorado
$21.6M
5
CT
5
Coastline Trust
Rhode Island
$18.6M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$13.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$371M
3
RVPG
3
Relative Value Partners Group
$5.46M
4
IA
4
IFP Advisors
Florida
$1.27M
5
BTI
5
Blue Trust Inc
Georgia
$200K
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
451
Valley National Advisers
Pennsylvania
$384K – – –
GIA
452
Gladstone Institutional Advisory
Florida
$381K +$7.4K +81 +2%
PSF
453
Pacific Sun Financial
California
$380K – – –
SFPG
454
Stonebridge Financial Planning Group
Florida
$378K -$4.57K -50 -1%
CFGS
455
Concourse Financial Group Securities
Alabama
$377K -$7.67K -84 -2%
CWP
456
Curated Wealth Partners
California
$375K – – –
RWA
457
Ropes Wealth Advisors
Massachusetts
$374K +$374K +4,094 New
9WM
458
9258 Wealth Management
Ohio
$373K -$11.9K -130 -3%
GPA
459
Guidance Point Advisors
Massachusetts
$369K +$1.01K +11 +0.3%
CIA
460
Capital Investment Advisors
Georgia
$368K +$2.83K +31 +0.8%
WS
461
Wedbush Securities
California
$367K +$23.5K +258 +7%
VCP
462
Vista Capital Partners
Oregon
$363K – – –
DJYG
463
David J. Yvars Group
Florida
$363K -$68.7K -750 -16%
NS
464
Newman & Schimel
Illinois
$363K -$1.83K -20 -0.5%
CT
465
Columbia Trust
Oregon
$357K +$87.4K +957 +32%
LWA
466
LWS Wealth Advisors
New Jersey
$357K -$3.47K -38 -1%
Deutsche Bank
467
Deutsche Bank
Germany
$355K +$181K +1,984 +104%
MWA
468
Monograph Wealth Advisors
California
$351K – – –
ANTB
469
AMG National Trust Bank
Colorado
$351K -$7.31K -80 -2%
WC
470
Weil Company
California
$350K – – –
AFP
471
Ausdal Financial Partners
Iowa
$349K -$479K -5,242 -58%
TA
472
TrueWealth Advisors
Alabama
$348K -$27.5K -301 -7%
CCA
473
Clearwater Capital Advisors
Illinois
$347K – – –
GC
474
Grimes & Company
Massachusetts
$343K +$343K +3,751 New
MSWM
475
McGlone Suttner Wealth Management
Wisconsin
$341K +$341K +3,736 New
17 18
19
20 21