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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 %
CPWMP
526
Cardinal Point Wealth Management Partners
California
$229K – – –
SSB
527
Sandy Spring Bank
Maryland
$227K -$16.5K -200 -7%
EWM
528
Endurance Wealth Management
Rhode Island
$227K – – –
MWM
529
Merriman Wealth Management
Washington
$225K -$16.3K -198 -7%
PP
530
Prosperity Planning
Missouri
$220K – – –
CW
531
Connectus Wealth
Ohio
$219K – – –
LF
532
Lantz Financial
Illinois
$217K -$436K -5,292 -67%
WCP
533
Wick Capital Partners
Pennsylvania
$216K +$216K +2,625 New
BFS
534
Bradley Foster & Sargent
Connecticut
$215K -$3.29K -40 -2%
SB
535
Simmons Bank
Arkansas
$214K -$816K -9,906 -79%
QCIG
536
Quad-Cities Investment Group
Iowa
$214K -$10.5K -127 -5%
FP
537
Financial Perspectives
Minnesota
$213K +$1.57K +19 +0.7%
SIC
538
Sigma Investment Counselors
Michigan
$211K – – –
IWA
539
Inspirion Wealth Advisors
Illinois
$210K -$138K -1,670 -40%
BBHC
540
Brown Brothers Harriman & Co
New York
$210K – – –
VVP
541
Venture Visionary Partners
Ohio
$210K – – –
LBC
542
Lowe Brockenbrough & Co
Virginia
$209K – – –
NCM
543
Narwhal Capital Management
Georgia
$209K – – –
AWA
544
Arete Wealth Advisors
Illinois
$209K +$209K +2,531 New
IC
545
IEQ Capital
California
$207K +$207K +2,512 New
EL
546
EQ LLC
Washington
$205K -$171K -2,081 -46%
VCM
547
Vivaldi Capital Management
Illinois
$204K +$204K +2,400 New
GWA
548
GGM Wealth Advisors
Maryland
$203K +$203K +2,230 New
AIM
549
Anchor Investment Management
South Carolina
$203K +$11.8K +143 +6%
AP
550
Atwood & Palmer
Missouri
$196K – – –
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