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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

735 hedge funds and large institutions have $5.76B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 256 increasing their positions, 212 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
+26
Holders Change %
+3.67%
% of All Funds
11.63%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.54%
New
93
Increased
256
Reduced
212
Closed
55
Calls
$5.75M
Puts
$3.92M
Net Calls
+$1.83M
Net Calls Change
+$3.48M

Top Buyers

1
MWM
Merriman Wealth Management
Washington
+$145M
2
BFG
Barber Financial Group
Kansas
+$76.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$38.8M
4
AAP
Arax Advisory Partners
Colorado
+$36.9M
5
Bank of America
Bank of America
North Carolina
+$31.1M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$615M
2
Ameriprise
Ameriprise
Minnesota
-$23.6M
3
COI
Connable Office Inc
Michigan
-$12.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$7.41M
5
NAM
NorthCrest Asset Manangement
Minnesota
-$7.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
RhumbLine Advisers
551
RhumbLine Advisers
Massachusetts
$235K +$235K +2,300 New
FM
552
Foster & Motley
Ohio
$233K -$1.23K -12 -0.5%
BSWA
553
Bromfield Sneider Wealth Advisors
Massachusetts
$233K – – –
GWA
554
GGM Wealth Advisors
Maryland
$230K – – –
MA
555
Mezzasalma Advisors
New Jersey
$228K – – –
KL
556
KWMG LLC
Kansas
$227K -$1.84K -18 -0.8%
IC
557
IEQ Capital
California
$226K -$2.46K -24 -1%
PAM
558
Peak Asset Management
Colorado
$225K – – –
CPP
559
Capasso Planning Partners
South Carolina
$225K – – –
IIC
560
Integrated Investment Consultants
Michigan
$223K +$20.5K +200 +10%
IAG
561
Investment Advisory Group
Massachusetts
$221K – – –
BWP
562
Baldwin Wealth Partners
Massachusetts
$220K – – –
EGA
563
E&G Advisors
Texas
$220K +$220K +2,145 New
OCM
564
Orser Capital Management
Texas
$220K +$220K +2,150 New
FCBT
565
First Citizens Bank & Trust
North Carolina
$219K -$15.6K -152 -7%
WCP
566
Wick Capital Partners
Pennsylvania
$217K -$160K -1,560 -42%
NL
567
Navalign LLC
California
$216K -$55.1K -572 -20%
HIMC
568
Heritage Investors Management Corp
Maryland
$215K – – –
KCM
569
Kendall Capital Management
Maryland
$215K +$6.56K +64 +3%
DWP
570
Destiny Wealth Partners
Florida
$214K +$102 +1 +0%
MFW
571
Meristem Family Wealth
Minnesota
$212K -$46.5K -454 -18%
ONB
572
Old National Bancorp
Indiana
$212K – – –
BFS
573
Bickling Financial Services
Massachusetts
$212K – – –
IAIM
574
International Assets Investment Management
Florida
$210K +$114 +1 +0.1%
JPLA
575
Joseph P. Lucia & Associates
New York
$206K – – –
21 22
23
24 25