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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 %
OSAM
501
O'Shaughnessy Asset Management
Connecticut
$302K +$14.7K +155 +5%
GFA
502
Gallagher Fiduciary Advisors
Illinois
$297K +$1.24K +13 +0.4%
BCA
503
Bay Colony Advisors
Massachusetts
$295K +$295K +3,102 New
GRP
504
Global Retirement Partners
California
$294K -$29K -305 -9%
JWCA
505
J.W. Cole Advisors
Florida
$294K -$24.2K -254 -8%
IA
506
IFG Advisors
Missouri
$294K -$24.4K -257 -8%
DFC
507
DBK Financial Counsel
Ohio
$294K -$36K -379 -11%
SSB
508
Sandy Spring Bank
Maryland
$291K +$190 +2 +0.1%
HR
509
Howe & Rusling
New York
$287K – – –
FCBT
510
First Citizens Bank & Trust
North Carolina
$280K +$280K +2,949 New
DC
511
Davenport & Co
Virginia
$279K -$15.6K -164 -5%
WIA
512
World Investment Advisors
California
$278K -$1.88M -19,764 -87%
OC
513
Oppenheimer & Co
New York
$278K +$22.3K +234 +9%
CCFM
514
Clear Creek Financial Management
Washington
$276K -$4.18K -44 -1%
SC
515
SouthState Corp
Florida
$275K – – –
BFS
516
Bradley Foster & Sargent
Connecticut
$275K +$24K +252 +10%
CWM
517
Concentrum Wealth Management
California
$274K +$274K +2,881 New
AT
518
Avalon Trust
New Mexico
$270K – – –
CL
519
CIM LLC
New York
$267K +$10.8K +114 +4%
CWA
520
CM Wealth Advisors
Ohio
$265K +$265K +2,655 New
Nomura Asset Management
521
Nomura Asset Management
Japan
$263K – – –
EWM
522
Endurance Wealth Management
Rhode Island
$262K – – –
SPL
523
Smart Portfolios LLC
Washington
$262K -$3.8K -40 -1%
CWS
524
Confluence Wealth Services
Pennsylvania
$261K +$95 +1 +0%
T
525
TNF
Montana
$252K – – –
19 20
21
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