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

694 hedge funds and large institutions have $3.82B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 191 increasing their positions, 291 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
-96
Holders Change %
-12.15%
% of All Funds
12%
Holding in Top 10
20
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-31.03%
% of All Funds
0.35%
New
44
Increased
191
Reduced
291
Closed
128
Calls
$2.98M
Puts
$272K
Net Calls
+$2.7M
Net Calls Change
+$2.28M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$42.7M
2
ADL
Asset Dedication LLC
California
+$8.41M
3
BTI
Blue Trust Inc
Georgia
+$6.76M
4
SC
Sepio Capital
Utah
+$5.83M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.63M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$500M
2
LPL Financial
LPL Financial
California
-$115M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$77.9M
4
Bank of America
Bank of America
North Carolina
-$72.5M
5
Morgan Stanley
Morgan Stanley
New York
-$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPW
476
Parcion Private Wealth
Washington
$290K – – –
OWA
477
Outlook Wealth Advisors
Texas
$288K -$7.84K -95 -3%
KFI
478
Key Financial Inc
Pennsylvania
$288K -$7.5K -91 -3%
GTAM
479
Global Trust Asset Management
Florida
$287K – – –
MIC
480
Means Investment Company
Maine
$285K +$742 +9 +0.3%
JE
481
JMAC Enterprises
Pennsylvania
$280K – – –
CFG
482
Cooper Financial Group
California
$276K -$362K -4,398 -57%
SIMM
483
Stillwater Investment Management (Minnesota)
Minnesota
$276K – – –
SFG
484
Sage Financial Group
Pennsylvania
$274K – – –
S
485
SimplyRich
California
$274K – – –
SGI
486
Summit Global Investments
Utah
$274K +$83 +1 +0%
EI
487
Ellevest Inc
New York
$274K +$5.11K +62 +2%
DIA
488
Dana Investment Advisors
Wisconsin
$273K -$17K -206 -6%
CIR
489
Clear Investment Research
Georgia
$273K -$3.29K -40 -1%
B
490
Bensler
Washington
$273K +$495 +6 +0.2%
ML
491
Mayport LLC
Massachusetts
$272K – – –
SC
492
SouthState Corp
Florida
$268K – – –
HI
493
HBK Investments
Texas
$268K +$268K +3,249 New
WFA
494
Wipfli Financial Advisors
Wisconsin
$268K +$268K +3,253 New
MFC
495
Mechanics Financial Corp
Ohio
$266K – – –
BCA
496
Bay Colony Advisors
Massachusetts
$266K +$5.94K +72 +2%
WWA
497
WCG Wealth Advisors
Nevada
$265K – – –
BlackRock
498
BlackRock
New York
$262K -$67.5M -821,858 -100%
KBFS
499
Kohmann Bosshard Financial Services
Ohio
$262K – – –
SFWC
500
Strategic Family Wealth Counselors
New Jersey
$261K +$32.9K +400 +14%
18 19
20
21 22