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

735 hedge funds and large institutions have $5.76B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 256 increasing their positions, 212 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
+26
Holders Change %
+3.67%
% of All Funds
11.63%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.54%
New
93
Increased
256
Reduced
212
Closed
55
Calls
$5.75M
Puts
$3.92M
Net Calls
+$1.83M
Net Calls Change
+$3.48M

Top Buyers

1
MWM
Merriman Wealth Management
Washington
+$145M
2
BFG
Barber Financial Group
Kansas
+$76.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$38.8M
4
AAP
Arax Advisory Partners
Colorado
+$36.9M
5
Bank of America
Bank of America
North Carolina
+$31.1M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$615M
2
Ameriprise
Ameriprise
Minnesota
-$23.6M
3
COI
Connable Office Inc
Michigan
-$12.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$7.41M
5
NAM
NorthCrest Asset Manangement
Minnesota
-$7.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCG
501
Resource Consulting Group
Florida
$309K – – –
OSAM
502
O'Shaughnessy Asset Management
Connecticut
$309K +$2.05K +20 +0.7%
HR
503
Howe & Rusling
New York
$308K -$23.1K -226 -7%
EW
504
Element Wealth
Mississippi
$308K -$19.7K -192 -6%
AP
505
Advisor Partners
California
$307K – – –
SSB
506
Sandy Spring Bank
Maryland
$304K +$1.64K +16 +0.5%
WH
507
Willner & Heller
California
$302K +$12.8K +123 +4%
Brown Advisory
508
Brown Advisory
Maryland
$301K +$41.8K +408 +16%
AIA
509
Arcadia Investment Advisors
Idaho
$298K – – –
AW
510
Avion Wealth
Texas
$297K +$4.1K +40 +1%
FA
511
Fiducient Advisors
Illinois
$295K +$513 +5 +0.2%
WS
512
Wedbush Securities
California
$294K -$2.15K -21 -0.7%
CT
513
Columbia Trust
Oregon
$292K +$292K +2,895 New
FWTB
514
First Western Trust Bank
Colorado
$291K +$291K +2,813 New
BMCM
515
Bryn Mawr Capital Management
Pennsylvania
$285K -$6.55K -64 -2%
BFO
516
Boston Family Office
Massachusetts
$284K – – –
SWA
517
Stratos Wealth Advisors
Ohio
$283K -$48.3K -471 -15%
TFS
518
Thoroughbred Financial Services
Tennessee
$282K -$6.03K -59 -2%
EWM
519
Endurance Wealth Management
Rhode Island
$282K – – –
WAP
520
Wealthcare Advisory Partners
Pennsylvania
$278K -$3.58K -35 -1%
SPL
521
Smart Portfolios LLC
Washington
$278K +$20K +196 +8%
WCF
522
West Coast Financial
California
$276K – – –
CPWMP
523
Cardinal Point Wealth Management Partners
California
$276K – – –
MAM
524
MMA Asset Management
Pennsylvania
$276K +$1.02K +11 +0.4%
DC
525
Davenport & Co
Virginia
$275K +$44.6K +436 +19%
19 20
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