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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 %
Brown Advisory
501
Brown Advisory
Maryland
$264K +$30.5K +292 +13%
DIA
502
Dana Investment Advisors
Wisconsin
$262K – – –
MCM
503
Mainstay Capital Management
Michigan
$261K -$132K -1,272 -34%
JWM
504
Jeppson Wealth Management
California
$261K – – –
MFW
505
Mosaic Family Wealth
Missouri
$259K -$74.9K -717 -22%
LC
506
LCNB Corp
Ohio
$257K -$10.4K -100 -4%
FMWA
507
Forvis Mazars Wealth Advisors
Missouri
$257K +$836 +8 +0.3%
T
508
TNF
Montana
$256K – – –
AIM
509
Anchor Investment Management
South Carolina
$252K +$2.09K +20 +0.8%
CST
510
Charles Schwab Trust
Nevada
$251K – – –
AP
511
Atwood & Palmer
Missouri
$248K – – –
RRC
512
Relaxing Retirement Coach
Massachusetts
$248K – – –
ANTB
513
AMG National Trust Bank
Colorado
$247K +$20.9K +200 +9%
SF
514
SBK Financial
Virginia
$247K +$247K +2,360 New
GGS
515
Galvin Gaustad & Stein
Arizona
$245K -$5.22K -50 -2%
EFSCE
516
Enterprise Financial Services Corp (EFSC)
Missouri
$243K +$243K +2,325 New
FCBT
517
First Citizens Bank & Trust
North Carolina
$239K -$4.49K -43 -2%
FM
518
Foster & Motley
Ohio
$239K +$239K +2,288 New
CI
519
Chartist Inc
California
$238K -$18.8K -180 -7%
GWA
520
GGM Wealth Advisors
Maryland
$237K -$5.28K -50 -2%
IA
521
IndexIQ Advisors
New York
$237K +$237K +2,265 New
BSWA
522
Bromfield Sneider Wealth Advisors
Massachusetts
$237K +$237K +2,271 New
DC
523
Davenport & Co
Virginia
$236K +$236K +2,254 New
KL
524
KWMG LLC
Kansas
$234K -$8.59K -82 -4%
IC
525
IEQ Capital
California
$233K +$233K +2,230 New
19 20
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