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

725 hedge funds and large institutions have $4.07B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 221 increasing their positions, 274 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
-3
Holders Change %
-0.41%
% of All Funds
11.61%
Holding in Top 10
18
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-37.93%
% of All Funds
0.29%
New
63
Increased
221
Reduced
274
Closed
43
Calls
$1.92M
Puts
$318K
Net Calls
+$1.6M
Net Calls Change
+$442K

Top Buyers

1
GHA
1
GW Henssler & Associates
Georgia
$26.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$106M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$51.8M
4
Cerity Partners
4
Cerity Partners
New York
$14.1M
5
Stifel Financial
5
Stifel Financial
Missouri
$35.2M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$74.6M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$80.6M
3
AAP
3
Arax Advisory Partners
Colorado
$1.5M
4
WIA
4
World Investment Advisors
California
$2.12M
5
Ameriprise
5
Ameriprise
Minnesota
$88.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$29M +$1.31M +14,061 +5%
B
27
Bailard
California
$28.9M -$307K -3,280 -1%
Mariner
28
Mariner
Kansas
$28.6M -$5.82M -62,169 -17%
PHAM
29
Palisades Hudson Asset Management
Florida
$27.5M -$832K -8,885 -3%
SC
30
Savant Capital
Illinois
$26.6M -$777K -8,303 -3%
WA
31
Waverly Advisors
Alabama
$26.1M -$1.35M -14,469 -5%
GHA
32
GW Henssler & Associates
Georgia
$26.1M +$26.1M +278,669 New
Jones Financial Companies
33
Jones Financial Companies
Missouri
$24.6M -$1.02M -10,934 -4%
Goldman Sachs
34
Goldman Sachs
New York
$23.7M -$4.98M -53,191 -17%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$23.1M +$910K +9,722 +4%
SFI
36
SPC Financial Inc
Maryland
$21.6M +$1.12M +11,999 +5%
GIA
37
GHP Investment Advisors
Colorado
$21.1M -$5.05K -54 -0%
Osaic Holdings
38
Osaic Holdings
Arizona
$20.5M +$329K +3,523 +2%
PFM
39
Phillips Financial Management
Indiana
$19.7M -$255K -2,726 -1%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$19.2M -$656K -7,011 -3%
HWA
41
Heartwood Wealth Advisors
Virginia
$18.3M +$425K +4,541 +2%
CT
42
Coastline Trust
Rhode Island
$17.7M -$1.36M -14,557 -7%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$17M -$2.99M -31,955 -15%
SAF
44
Smith Anglin Financial
Texas
$14.8M +$773K +8,260 +5%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$14.6M +$373K +3,987 +3%
Creative Planning
46
Creative Planning
Kansas
$14.2M +$58.4K +624 +0.4%
Cerity Partners
47
Cerity Partners
New York
$14.1M +$11.2M +120,974 +391%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$13.4M -$47.3K -505 -0.4%
MCM
49
MAI Capital Management
Ohio
$13.2M +$662K +7,074 +5%
EIP
50
Ellis Investment Partners
Pennsylvania
$12.9M +$165K +1,767 +1%
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