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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 %
WAP
501
Wealthcare Advisory Partners
Pennsylvania
$302K +$30.6K +335 +11%
ML
502
Mayport LLC
Massachusetts
$302K – – –
HSA
503
HBK Sorce Advisory
Pennsylvania
$301K +$301K +3,294 New
SF
504
Safeguard Financial
Wisconsin
$300K +$300K +3,286 New
HW
505
Hancock Whitney
Mississippi
$300K +$300K +3,288 New
CIAS
506
Capital Investment Advisory Services
North Carolina
$297K +$14.7K +161 +5%
SC
507
SouthState Corp
Florida
$296K – – –
IA
508
IFG Advisors
Missouri
$296K +$296K +3,242 New
MFC
509
Mechanics Financial Corp
Ohio
$294K – – –
CIR
510
Clear Investment Research
Georgia
$293K -$9.48K -104 -3%
CL
511
CIM LLC
New York
$292K -$19.8K -195 -6%
KBFS
512
Kohmann Bosshard Financial Services
Ohio
$290K – – –
Qube Research & Technologies (QRT)
513
Qube Research & Technologies (QRT)
United Kingdom
$289K +$289K +3,167 New
KFI
514
Key Financial Inc
Pennsylvania
$288K – – –
BFAG
515
Blackston Financial Advisory Group
Florida
$287K +$1.37K +15 +0.5%
SWM
516
Southern Wealth Management
Texas
$286K +$822 +9 +0.3%
F
517
F3Logic
Minnesota
$283K +$731 +8 +0.3%
GBS
518
Gallagher Benefit Services
Illinois
$283K +$283K +3,103 New
Renaissance Technologies
519
Renaissance Technologies
New York
$283K -$128K -1,400 -31%
LT
520
Legacy Trust
Michigan
$283K +$283K +3,098 New
DC
521
Davenport & Co
Virginia
$278K +$1.28K +14 +0.5%
OSAM
522
O'Shaughnessy Asset Management
Connecticut
$276K – – –
T
523
TNF
Montana
$276K -$7.18K -69 -3%
HR
524
Howe & Rusling
New York
$275K +$913 +10 +0.3%
FFL
525
Financial Freedom LLC
Ohio
$274K +$274K +3,003 New
19 20
21
22 23