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

732 hedge funds and large institutions have $4.11B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
11.54%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.33%
New
55
Increased
215
Reduced
280
Closed
37
Calls
$1.74M
Puts
$295K
Net Calls
+$1.45M
Net Calls Change
-$156K

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$92.4M
2
MWM
Modera Wealth Management
New Jersey
+$68.1M
3
Lido Advisors
Lido Advisors
California
+$5.24M
4
Cerity Partners
Cerity Partners
New York
+$4.54M
5
PFA
Petra Financial Advisors
Colorado
+$4.34M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$26.8M
2
Ameriprise
Ameriprise
Minnesota
-$23.5M
3
UBS Group
UBS Group
Switzerland
-$19.5M
4
Bank of America
Bank of America
North Carolina
-$17.6M
5
CT
Coastline Trust
Rhode Island
-$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
476
Dakota Wealth Management
Florida
$331K +$331K +3,482 New
FA
477
Fiducient Advisors
Illinois
$331K +$61.8K +650 +23%
KWS
478
Keystone Wealth Services
California
$330K -$138K -1,450 -29%
LA
479
Lane & Associates
New Jersey
$330K +$9.32K +98 +3%
AFG
480
Altiora Financial Group
Ohio
$330K – – –
JE
481
JMAC Enterprises
Pennsylvania
$323K – – –
MIC
482
Means Investment Company
Maine
$323K +$666 +7 +0.2%
AFA
483
American Financial Advisors
Georgia
$320K -$810K -8,518 -72%
FNBT
484
FineMark National Bank & Trust
Florida
$318K +$318K +3,346 New
S
485
SimplyRich
California
$317K – – –
SGI
486
Summit Global Investments
Utah
$316K +$95 +1 +0%
ML
487
Mayport LLC
Massachusetts
$314K – – –
NP
488
NorthRock Partners
Minnesota
$314K -$14.4K -151 -4%
WT
489
Whittier Trust
California
$313K – – –
SF
490
Safeguard Financial
Wisconsin
$312K – – –
B
491
Bensler
Washington
$312K +$380 +4 +0.1%
FFL
492
Financial Freedom LLC
Ohio
$310K +$24.2K +254 +8%
MFC
493
Mechanics Financial Corp
Ohio
$307K – – –
QCM
494
Quantinno Capital Management
New York
$306K +$306K +3,223 New
GTAM
495
Global Trust Asset Management
Florida
$306K – – –
CIR
496
Clear Investment Research
Georgia
$305K – – –
EFS
497
Essex Financial Services
Connecticut
$304K -$95K -999 -24%
BCI
498
Brinker Capital Investments
Pennsylvania
$303K -$397K -4,173 -57%
OPS
499
Orion Portfolio Solutions
Nebraska
$303K -$397K -4,173 -57%
KBFS
500
Kohmann Bosshard Financial Services
Ohio
$302K – – –
18 19
20
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