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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 %
B
26
Bailard
California
$28.5M +$282K +3,089 +1%
Goldman Sachs
27
Goldman Sachs
New York
$28M +$1.87M +20,511 +7%
OCM
28
One Capital Management
California
$27.8M +$1.38M +15,129 +5%
PHAM
29
Palisades Hudson Asset Management
Florida
$27.7M -$211K -2,314 -0.8%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$27.1M +$21.7M +238,014 +407%
PA
31
Probity Advisors
Texas
$27M +$110K +1,201 +0.4%
WA
32
Waverly Advisors
Alabama
$26.8M +$25.5M +279,272 +1,992%
Stifel Financial
33
Stifel Financial
Missouri
$25.2M -$5.37M -58,770 -18%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$25M -$1.24M -13,577 -5%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$23M +$1.82M +18,337 +9%
WIA
36
World Investment Advisors
California
$22.1M +$21.7M +237,350 +5,419%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$21.6M +$1.49M +16,327 +7%
AAP
38
Arax Advisory Partners
Colorado
$21.6M +$21.6M +236,971 New
GIA
39
GHP Investment Advisors
Colorado
$20.5M -$422K -4,617 -2%
SFI
40
SPC Financial Inc
Maryland
$20M -$66.5K -728 -0.3%
Osaic Holdings
41
Osaic Holdings
Arizona
$19.7M -$2.85M -31,178 -13%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$19.5M +$1.52M +16,695 +8%
PFM
43
Phillips Financial Management
Indiana
$19.5M -$396K -4,334 -2%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$19.3M -$5.84K -64 -0%
CT
45
Coastline Trust
Rhode Island
$18.6M +$18.6M +203,760 New
HWA
46
Heartwood Wealth Advisors
Virginia
$17.4M +$204K +2,232 +1%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$13.8M -$4.02M -44,024 -22%
Creative Planning
48
Creative Planning
Kansas
$13.8M -$486K -5,327 -3%
SAF
49
Smith Anglin Financial
Texas
$13.7M +$733K +8,028 +6%
Cerity Partners
50
Cerity Partners
New York
$13.3M -$47.8M -111,340 -78%
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