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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 %
MA
526
Mezzasalma Advisors
New Jersey
$232K -$9.39K -90 -4%
PAM
527
Peak Asset Management
Colorado
$230K – – –
CPP
528
Capasso Planning Partners
South Carolina
$230K +$230K +2,200 New
SIC
529
Sigma Investment Counselors
Michigan
$229K -$52.3K -500 -19%
TPA
530
Trivium Point Advisory
Connecticut
$227K -$3.03K -29 -1%
IAIM
531
International Assets Investment Management
Florida
$225K +$2.08K +17 +0.9%
BWP
532
Baldwin Wealth Partners
Massachusetts
$224K – – –
CAMG
533
CWA Asset Management Group
Florida
$222K -$627 -6 -0.3%
DW
534
Domani Wealth
Pennsylvania
$221K +$221K +2,114 New
HIMC
535
Heritage Investors Management Corp
Maryland
$220K – – –
DWP
536
Destiny Wealth Partners
Florida
$218K +$30.8K +295 +16%
IAG
537
Investment Advisory Group
Massachusetts
$217K +$217K +2,167 New
ONB
538
Old National Bancorp
Indiana
$216K -$34.6K -332 -14%
MFT
539
Moisand Fitzgerald Tamayo
Florida
$216K -$4.07K -39 -2%
BFS
540
Bickling Financial Services
Massachusetts
$216K – – –
AB
541
Atlas Brown
Kentucky
$213K -$12.9K -124 -6%
VWA
542
V Wealth Advisors
Kansas
$213K – – –
LWAC
543
Laurel Wealth Advisors (California)
California
$213K +$213K +2,039 New
KCM
544
Kendall Capital Management
Maryland
$212K -$10.3K -99 -5%
AC
545
Abbrea Capital
California
$211K – – –
CIBC Private Wealth Group
546
CIBC Private Wealth Group
Georgia
$211K +$211K +2,016 New
JPLA
547
Joseph P. Lucia & Associates
New York
$210K – – –
BPA
548
Beacon Pointe Advisors
California
$207K -$43.8K -420 -17%
GC
549
Garde Capital
Washington
$207K – – –
IIC
550
Integrated Investment Consultants
Michigan
$207K +$207K +1,980 New
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