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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 %
KOC
551
Koss-Olinger Consulting
Florida
$231K +$231K +2,526 New
IWA
552
Inspirion Wealth Advisors
Illinois
$231K -$1.83K -20 -0.8%
FP
553
Financial Perspectives
Minnesota
$230K -$5.21K -57 -2%
CWA
554
CM Wealth Advisors
Ohio
$230K -$14.5K -159 -6%
MWM
555
Merriman Wealth Management
Washington
$227K -$22.2K -243 -9%
PCA
556
Personal Capital Advisors
California
$226K +$226K +2,473 New
CBFP
557
Cedar Brook Financial Partners
Ohio
$225K +$225K +2,469 New
PPW
558
Parcion Private Wealth
Washington
$225K -$96.9K -1,061 -30%
AIM
559
Anchor Investment Management
South Carolina
$225K – – –
VA
560
Valmark Advisers
Ohio
$224K +$224K +2,451 New
SIC
561
Sigma Investment Counselors
Michigan
$222K -$11.4K -125 -5%
IIC
562
Integrated Investment Consultants
Michigan
$222K +$222K +2,428 New
CST
563
Charles Schwab Trust
Nevada
$219K +$219K +2,400 New
SB
564
Simmons Bank
Arkansas
$218K -$19.3K -211 -8%
AP
565
Atwood & Palmer
Missouri
$217K – – –
RRC
566
Relaxing Retirement Coach
Massachusetts
$216K +$216K +2,370 New
TFS
567
Thoroughbred Financial Services
Tennessee
$216K +$216K +2,371 New
QCIG
568
Quad-Cities Investment Group
Iowa
$216K -$21.4K -234 -9%
CFS
569
Cannon Financial Strategists
Georgia
$215K +$215K +2,359 New
NB
570
Nicolet Bankshares
Wisconsin
$214K +$214K +2,343 New
MCCP
571
Mission Creek Capital Partners
California
$214K +$214K +2,341 New
QCG
572
Quadrant Capital Group
Ohio
$213K +$125K +1,364 +141%
HIMC
573
Heritage Investors Management Corp
Maryland
$211K +$211K +2,306 New
MIM
574
Marco Investment Management
Georgia
$209K +$209K +2,292 New
HIA
575
Harbor Investment Advisory
Maryland
$209K +$22.8K +250 +12%
21 22
23
24 25