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

790 hedge funds and large institutions have $5.71B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 326 increasing their positions, 181 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+55
Holders Change %
+7.48%
% of All Funds
13.36%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.49%
New
137
Increased
326
Reduced
181
Closed
70
Calls
$1.4M
Puts
$971K
Net Calls
+$428K
Net Calls Change
-$1.41M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$677M
2
LPL Financial
LPL Financial
California
$210M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$85M
4
Morgan Stanley
Morgan Stanley
New York
$451M
5
BlackRock
BlackRock
New York
$73.5M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$26.6M
2
MWM
Merriman Wealth Management
Washington
$261K
3
Fidelity Investments
Fidelity Investments
Massachusetts
$99.7M
4
AAP
Arax Advisory Partners
Colorado
$0
5
RFC
Regions Financial Corp
Alabama
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIMM
551
Stillwater Investment Management (Minnesota)
Minnesota
$298K +$980 +11 +0.3%
S
552
SimplyRich
California
$296K – – –
SFG
553
Sage Financial Group
Pennsylvania
$296K +$296K +3,324 New
SGI
554
Summit Global Investments
Utah
$295K +$89 +1 +0%
B
555
Bensler
Washington
$294K +$267 +3 +0.1%
ML
556
Mayport LLC
Massachusetts
$294K – – –
SPL
557
Smart Portfolios LLC
Washington
$294K +$21.2K +211 +8%
F
558
F3Logic
Minnesota
$293K +$19.7K +221 +7%
EI
559
Ellevest Inc
New York
$290K +$534 +6 +0.2%
SC
560
SouthState Corp
Florida
$289K – – –
MFC
561
Mechanics Financial Corp
Ohio
$287K – – –
PP
562
Prosperity Planning
Missouri
$287K – – –
RFWA
563
RPg Family Wealth Advisory
Massachusetts
$286K – – –
DC
564
Davenport & Co
Virginia
$286K +$46.2K +518 +19%
WWA
565
WCG Wealth Advisors
Nevada
$286K +$286K +3,210 New
KBFS
566
Kohmann Bosshard Financial Services
Ohio
$283K – – –
JWCA
567
J.W. Cole Advisors
Florida
$283K +$1.96K +22 +0.7%
WAL
568
W Advisors LLC
Tennessee
$283K +$283K +3,172 New
BCI
569
Brinker Capital Investments
Pennsylvania
$283K +$283K +3,177 New
CIAS
570
Capital Investment Advisory Services
North Carolina
$276K +$261K +2,930 +1,703%
BCWM
571
Bartlett & Co Wealth Management
Ohio
$274K – – –
WPC
572
Wedmont Private Capital
Pennsylvania
$274K -$39.1K -440 -13%
BC
573
Bartlett & Co
Ohio
$274K – – –
BOPW
574
Brandywine Oak Private Wealth
Pennsylvania
$271K -$155K -1,743 -36%
WWM
575
Windsor Wealth Management
Indiana
$270K -$69K -782 -20%
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