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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 %
HWA
476
HHM Wealth Advisors
Tennessee
$341K – – –
HHRDM
477
H&H Retirement Design & Management
Nevada
$341K -$42.9K -434 -11%
JWCA
478
J.W. Cole Advisors
Florida
$334K -$548 -6 -0.2%
RFWA
479
RPg Family Wealth Advisory
Massachusetts
$330K +$36K +394 +12%
MBT
480
Montecito Bank & Trust
California
$329K – – –
WT
481
Whittier Trust
California
$328K – – –
RW
482
Regimen Wealth
Georgia
$326K +$326K +3,574 New
MCM
483
Maple Capital Management
Vermont
$320K – – –
DFC
484
DBK Financial Counsel
Ohio
$317K -$166K -1,818 -34%
AFG
485
Altiora Financial Group
Ohio
$316K +$316K +3,466 New
EI
486
Ellevest Inc
New York
$316K +$12.8K +140 +4%
MIC
487
Means Investment Company
Maine
$316K +$457 +5 +0.1%
BCG
488
Breakwater Capital Group
New Jersey
$315K +$315K +3,452 New
NP
489
NorthRock Partners
Minnesota
$315K -$15.2K -166 -5%
JE
490
JMAC Enterprises
Pennsylvania
$310K – – –
SIMM
491
Stillwater Investment Management (Minnesota)
Minnesota
$308K +$2.74K +30 +0.9%
WH
492
Willner & Heller
California
$308K +$32.4K +355 +12%
GTAM
493
Global Trust Asset Management
Florida
$307K -$11K -120 -3%
FCP
494
Fidelis Capital Partners
Florida
$305K +$305K +3,239 New
S
495
SimplyRich
California
$304K – – –
SFG
496
Sage Financial Group
Pennsylvania
$304K – – –
SGI
497
Summit Global Investments
Utah
$303K +$91 +1 +0%
B
498
Bensler
Washington
$303K +$274 +3 +0.1%
DIA
499
Dana Investment Advisors
Wisconsin
$302K – – –
CCFM
500
Clear Creek Financial Management
Washington
$302K -$321K -3,520 -52%
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