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

725 hedge funds and large institutions have $4.07B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 221 increasing their positions, 274 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
-3
Holders Change %
-0.41%
% of All Funds
11.6%
Holding in Top 10
18
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-37.93%
% of All Funds
0.29%
New
63
Increased
221
Reduced
274
Closed
43
Calls
$1.92M
Puts
$318K
Net Calls
+$1.6M
Net Calls Change
+$442K

Top Buyers

1
GHA
GW Henssler & Associates
Georgia
+$26.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.6M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$11.4M
4
Cerity Partners
Cerity Partners
New York
+$11.2M
5
Stifel Financial
Stifel Financial
Missouri
+$9.36M

Top Sellers

1
LPL Financial
LPL Financial
California
-$24.2M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$21.3M
3
AAP
Arax Advisory Partners
Colorado
-$20.7M
4
WIA
World Investment Advisors
California
-$20.5M
5
Ameriprise
Ameriprise
Minnesota
-$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
551
Farmers & Merchants Investments Inc
Nebraska
$235K -$248K -2,650 -51%
PPW
552
Parcion Private Wealth
Washington
$235K +$4.49K +48 +2%
MWM
553
Merriman Wealth Management
Washington
$234K +$1.12K +12 +0.5%
VFA
554
Valeo Financial Advisors
Indiana
$232K +$232K +2,483 New
AIM
555
Anchor Investment Management
South Carolina
$228K -$2.25K -24 -1%
IIC
556
Integrated Investment Consultants
Michigan
$228K +$374 +4 +0.2%
SIC
557
Sigma Investment Counselors
Michigan
$227K – – –
CST
558
Charles Schwab Trust
Nevada
$225K – – –
CW
559
Connectus Wealth
Ohio
$222K +$14K +150 +7%
AP
560
Atwood & Palmer
Missouri
$222K – – –
RRC
561
Relaxing Retirement Coach
Massachusetts
$222K – – –
TFS
562
Thoroughbred Financial Services
Tennessee
$221K – – –
CFS
563
Cannon Financial Strategists
Georgia
$221K – – –
NB
564
Nicolet Bankshares
Wisconsin
$219K – – –
SAS
565
SMI Advisory Services
Indiana
$216K -$6.3K -69 -3%
HIMC
566
Heritage Investors Management Corp
Maryland
$216K – – –
MIM
567
Marco Investment Management
Georgia
$216K +$1.12K +12 +0.5%
MCCP
568
Mission Creek Capital Partners
California
$215K -$3.93K -42 -2%
MHS
569
M Holdings Securities
Oregon
$214K – – –
TH
570
Team Hewins
California
$213K – – –
FM
571
Foster & Motley
Ohio
$213K – – –
BSWA
572
Bromfield Sneider Wealth Advisors
Massachusetts
$213K – – –
CPP
573
Capasso Planning Partners
South Carolina
$212K – – –
CIBC Private Wealth Group
574
CIBC Private Wealth Group
Georgia
$211K +$211K +2,256 New
TLFA
575
True Link Financial Advisors
California
$211K – – –
21 22
23
24 25