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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of America
North Carolina
+$112M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$55.2M
3
WIA
World Investment Advisors
California
+$15.8M
4
RFC
Regions Financial Corp
Alabama
+$12.6M
5
M&T Bank
M&T Bank
New York
+$12M

Top Sellers

1
EWA
Exencial Wealth Advisors
Oklahoma
-$315M
2
MWM
Merriman Wealth Management
Washington
-$115M
3
BFG
Barber Financial Group
Kansas
-$38.8M
4
LPL Financial
LPL Financial
California
-$38M
5
Wells Fargo
Wells Fargo
California
-$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
476
Fiducient Advisors
Illinois
$300K -$5.95K -57 -2%
HR
477
Hardy Reed
Mississippi
$298K -$2.61K -25 -0.9%
AW
478
Avion Wealth
Texas
$298K – – –
BMCM
479
Bryn Mawr Capital Management
Pennsylvania
$298K +$298K +2,848 New
NL
480
Navalign LLC
California
$294K -$60K -574 -17%
TFS
481
Thoroughbred Financial Services
Tennessee
$294K – – –
SFWA
482
Summit Financial Wealth Advisors
Louisiana
$294K +$294K +2,740 New
BFO
483
Boston Family Office
Massachusetts
$290K +$290K +2,775 New
EWM
484
Endurance Wealth Management
Rhode Island
$288K -$9.93K -95 -3%
WAP
485
Wealthcare Advisory Partners
Pennsylvania
$287K -$52.8K -506 -16%
FWA
486
FSC Wealth Advisors
New York
$286K +$286K +2,741 New
ATIA
487
American Trust Investment Advisors
New Hampshire
$284K – – –
CPWMP
488
Cardinal Point Wealth Management Partners
California
$282K +$282K +2,696 New
WCF
489
West Coast Financial
California
$281K +$281K +2,692 New
PP
490
Prosperity Planning
Missouri
$279K – – –
WH
491
Willner & Heller
California
$279K +$279K +2,772 New
DAS
492
Dynamic Advisor Solutions
Arizona
$276K +$276K +2,638 New
QCIG
493
Quad-Cities Investment Group
Iowa
$274K +$47.3K +452 +21%
PPW
494
Parcion Private Wealth
Washington
$268K +$55.1K +518 +26%
VVP
495
Venture Visionary Partners
Ohio
$267K – – –
LBC
496
Lowe Brockenbrough & Co
Virginia
$265K – – –
NCM
497
Narwhal Capital Management
Georgia
$265K +$265K +2,533 New
FP
498
Financial Perspectives
Minnesota
$264K +$1.67K +16 +0.6%
MFW
499
Meristem Family Wealth
Minnesota
$264K -$84.3K -806 -24%
SPL
500
Smart Portfolios LLC
Washington
$264K +$13.4K +128 +5%
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