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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 %
MAM
526
MMA Asset Management
Pennsylvania
$249K +$95 +1 +0%
PAM
527
Peak Asset Management
Colorado
$249K -$33.2K -349 -12%
FP
528
Financial Perspectives
Minnesota
$248K +$5.61K +59 +2%
BF
529
Blankinship & Foster
California
$247K -$155K -1,634 -39%
SIC
530
Sigma Investment Counselors
Michigan
$246K +$14.7K +155 +6%
BWP
531
Baldwin Wealth Partners
Massachusetts
$245K +$41.3K +434 +20%
CPCM
532
Cardinal Point Capital Management
Ontario, Canada
$245K – – –
BBHC
533
Brown Brothers Harriman & Co
New York
$242K – – –
LBC
534
Lowe Brockenbrough & Co
Virginia
$241K – – –
DJYG
535
David J. Yvars Group
Florida
$241K -$136K -1,430 -36%
KOC
536
Koss-Olinger Consulting
Florida
$241K +$380 +4 +0.2%
CT
537
Columbia Trust
Oregon
$240K -$6.75K -71 -3%
IWA
538
Inspirion Wealth Advisors
Illinois
$240K +$95 +1 +0%
PP
539
Prosperity Planning
Missouri
$240K – – –
NCM
540
Narwhal Capital Management
Georgia
$239K -$1.62K -17 -0.7%
FMII
541
Farmers & Merchants Investments Inc
Nebraska
$239K – – –
TW
542
TrinityPoint Wealth
Connecticut
$239K +$239K +2,509 New
PPW
543
Parcion Private Wealth
Washington
$239K – – –
EW
544
Element Wealth
Mississippi
$238K -$10.6K -111 -4%
RCG
545
Regatta Capital Group
California
$238K -$2.05M -21,595 -90%
WAP
546
Wealthcare Advisory Partners
Pennsylvania
$236K -$78.1K -821 -25%
FAM
547
Frontier Asset Management
Wyoming
$235K -$310K -3,255 -57%
GA
548
Greenspring Advisors
Maryland
$235K -$441K -4,635 -65%
AIM
549
Anchor Investment Management
South Carolina
$232K – – –
CW
550
Connectus Wealth
Ohio
$230K +$4.28K +45 +2%
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