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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.

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
1
Bank of America
North Carolina
$423M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$144M
3
KWM
3
Kaydan Wealth Management
Michigan
$21.4M
4
WIA
4
World Investment Advisors
California
$16.8M
5
RFC
5
Regions Financial Corp
Alabama
$149M

Top Sellers

1
EWA
1
Exencial Wealth Advisors
Oklahoma
$31.8M
2
MWM
2
Merriman Wealth Management
Washington
$8.12M
3
BFG
3
Barber Financial Group
Kansas
$1.73M
4
LPL Financial
4
LPL Financial
California
$130M
5
Wells Fargo
5
Wells Fargo
California
$210M
Name Market Value Shares Shares
Change 		Shares
Change %
B
26
Bailard
California
$32.2M 308,149 +151 +0%
PHAM
27
Palisades Hudson Asset Management
Florida
$32M 306,344 -77 -0%
EWA
28
Exencial Wealth Advisors
Oklahoma
$31.8M 304,469 -3,019,000 -91%
HighTower Advisors
29
HighTower Advisors
Illinois
$29.9M 285,754 +10,416 +4%
PA
30
Probity Advisors
Texas
$29.2M 279,882 -417 -0.1%
Osaic Holdings
31
Osaic Holdings
Arizona
$29.1M 278,701 -56,459 -17%
OCM
32
One Capital Management
California
$26.8M 256,429 +1,309 +0.5%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$26M 249,095 -132,087 -35%
Stifel Financial
34
Stifel Financial
Missouri
$25.4M 243,115 +16,598 +7%
GIA
35
GHP Investment Advisors
Colorado
$24.4M 233,778 -1,404 -0.6%
Goldman Sachs
36
Goldman Sachs
New York
$24.2M 232,019 +15,990 +7%
SFI
37
SPC Financial Inc
Maryland
$23.3M 223,338 +2,366 +1%
PFM
38
Phillips Financial Management
Indiana
$22.1M 211,552 +4,790 +2%
KWM
39
Kaydan Wealth Management
Michigan
$21.4M 205,215 +205,215 New
WSFS
40
Wilmington Savings Fund Society
Delaware
$20.9M 199,541 +3,243 +2%
HWA
41
Heartwood Wealth Advisors
Virginia
$20.2M 193,380 -380 -0.2%
WIA
42
World Investment Advisors
California
$16.8M 167,233 +157,099 +1,550%
SWA
43
Sax Wealth Advisors
New Jersey
$16.8M 160,398 +2,692 +2%
Creative Planning
44
Creative Planning
Kansas
$15.9M 151,917 -240 -0.2%
EIP
45
Ellis Investment Partners
Pennsylvania
$14M 133,945 -128 -0.1%
WA
46
Wealth Architects
California
$13.6M 130,295 -2,808 -2%
JPMPWA
47
J.P. Morgan Private Wealth Advisors
California
$13.1M 125,312 +30,325 +32%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$13.1M 124,213 +29,548 +31%
PSUF
49
People's United Financial
Connecticut
$12.9M 123,409 -41,919 -25%
COI
50
Connable Office Inc
Michigan
$12.7M 121,093 +6,287 +5%
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