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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 %
BSWA
551
Bromfield Sneider Wealth Advisors
Massachusetts
$187K – – –
BWP
552
Baldwin Wealth Partners
Massachusetts
$177K – – –
CA
553
Clearstead Advisors
Ohio
$176K +$17.8K +215 +11%
DWP
554
Destiny Wealth Partners
Florida
$172K – – –
HIA
555
Harbor Investment Advisory
Maryland
$168K -$1.48K -18 -0.9%
GC
556
Garde Capital
Washington
$165K – – –
GRP
557
Global Retirement Partners
California
$157K -$477K -5,047 -75%
Deutsche Bank
558
Deutsche Bank
Germany
$157K -$243K -2,946 -61%
FA
559
Flagstar Advisors
New York
$157K +$157K +1,899 New
EW
560
Evoke Wealth
California
$154K -$2.55K -31 -2%
PMFA
561
Plante Moran Financial Advisors
Michigan
$147K -$3.87K -47 -3%
JGIA
562
Jackson Grant Investment Advisers
Connecticut
$147K +$906 +11 +0.6%
AWM
563
AllSquare Wealth Management
New York
$147K +$14K +170 +11%
RA
564
Rise Advisors
New York
$144K +$907 +11 +0.6%
LC
565
Lindbrook Capital
California
$135K – – –
LPIC
566
LeJeune Puetz Investment Counsel
Michigan
$132K – – –
Simplex Trading
567
Simplex Trading
Illinois
$131K +$131K +1,596 New
MFT
568
Moisand Fitzgerald Tamayo
Florida
$130K -$31.1K -378 -19%
PP
569
PFS Partners
New Jersey
$127K – – –
TCOV
570
Trust Company of Vermont
Vermont
$127K – – –
AIP
571
Almanack Investment Partners
Pennsylvania
$120K +$120K +1,460 New
MCM
572
Mill Capital Management
North Carolina
$115K +$115K +1,400 New
CCM
573
Covington Capital Management
California
$108K -$6.43K -78 -6%
AIC
574
Archer Investment Corporation
Indiana
$107K -$742 -9 -0.7%
IRAG
575
Investment Research & Advisory Group
Georgia
$107K – – –
21 22
23
24 25