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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 %
PAM
526
Peak Asset Management
Colorado
$271K – – –
WPC
527
Wedmont Private Capital
Pennsylvania
$266K -$24.9K -264 -9%
AIA
528
Arcadia Investment Advisors
Idaho
$266K – – –
QPWM
529
Quadrant Private Wealth Management
Pennsylvania
$262K +$262K +2,867 New
HR
530
Hardy Reed
Mississippi
$261K +$261K +2,855 New
SPL
531
Smart Portfolios LLC
Washington
$260K +$260K +2,844 New
OC
532
Oppenheimer & Co
New York
$260K +$260K +2,843 New
FA
533
Fiducient Advisors
Illinois
$258K -$2.56K -28 -1%
EW
534
Element Wealth
Mississippi
$256K -$20.5K -224 -7%
EWM
535
Endurance Wealth Management
Rhode Island
$252K – – –
SSB
536
Sandy Spring Bank
Maryland
$251K – – –
CWS
537
Confluence Wealth Services
Pennsylvania
$251K +$251K +2,746 New
SFWA
538
Summit Financial Wealth Advisors
Louisiana
$250K – – –
VCM
539
Vivaldi Capital Management
Illinois
$250K +$23.6K +250 +10%
MAM
540
MMA Asset Management
Pennsylvania
$248K -$28.6K -313 -10%
EL
541
EQ LLC
Washington
$242K +$14.6K +160 +6%
AW
542
Avion Wealth
Texas
$238K – – –
CPWMP
543
Cardinal Point Wealth Management Partners
California
$235K -$11K -120 -4%
CPCM
544
Cardinal Point Capital Management
Ontario, Canada
$235K +$235K +2,576 New
BFS
545
Bradley Foster & Sargent
Connecticut
$235K -$3.84K -42 -2%
LA
546
Lane & Associates
New Jersey
$234K +$234K +2,566 New
BBHC
547
Brown Brothers Harriman & Co
New York
$232K – – –
LBC
548
Lowe Brockenbrough & Co
Virginia
$232K – – –
PP
549
Prosperity Planning
Missouri
$232K – – –
NCM
550
Narwhal Capital Management
Georgia
$231K -$91 -1 -0%
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22
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