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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 %
FA
501
FDx Advisors
Illinois
$258K -$351K -4,254 -58%
F
502
F3Logic
Minnesota
$256K -$15.9K -192 -6%
WQ
503
Wealth Quarterback
New Jersey
$255K -$122K -1,480 -32%
CIAS
504
Capital Investment Advisory Services
North Carolina
$255K -$659 -8 -0.3%
BCWM
505
Bartlett & Co Wealth Management
Ohio
$254K – – –
WPC
506
Wedmont Private Capital
Pennsylvania
$254K – – –
BC
507
Bartlett & Co
Ohio
$254K – – –
SFWA
508
Summit Financial Wealth Advisors
Louisiana
$253K – – –
DC
509
Davenport & Co
Virginia
$250K -$14.6K -177 -6%
EW
510
Element Wealth
Mississippi
$250K +$1.48K +18 +0.6%
MAM
511
MMA Asset Management
Pennsylvania
$250K +$3.63K +44 +1%
OSAM
512
O'Shaughnessy Asset Management
Connecticut
$249K – – –
HR
513
Howe & Rusling
New York
$248K – – –
WH
514
Willner & Heller
California
$248K +$1.48K +18 +0.6%
WAP
515
Wealthcare Advisory Partners
Pennsylvania
$245K +$20.5K +249 +9%
PAM
516
Peak Asset Management
Colorado
$245K +$245K +2,969 New
CT
517
Columbia Trust
Oregon
$243K +$4.53K +55 +2%
WWM
518
Windsor Wealth Management
Indiana
$241K -$18.3K -216 -7%
AIA
519
Arcadia Investment Advisors
Idaho
$240K – – –
AW
520
Avion Wealth
Texas
$239K – – –
T
521
TCWP
Ohio
$237K -$4.28M -52,124 -95%
BOPW
522
Brandywine Oak Private Wealth
Pennsylvania
$235K -$16.2K -197 -6%
FA
523
Fiducient Advisors
Illinois
$235K – – –
FWTB
524
First Western Trust Bank
Colorado
$232K – – –
T
525
TNF
Montana
$231K -$2.01M -23,610 -90%
19 20
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