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

732 hedge funds and large institutions have $4.11B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
11.54%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.33%
New
55
Increased
215
Reduced
280
Closed
37
Calls
$1.74M
Puts
$295K
Net Calls
+$1.45M
Net Calls Change
-$156K

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$92.4M
2
MWM
Modera Wealth Management
New Jersey
+$68.1M
3
Lido Advisors
Lido Advisors
California
+$5.24M
4
Cerity Partners
Cerity Partners
New York
+$4.54M
5
PFA
Petra Financial Advisors
Colorado
+$4.34M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$26.8M
2
Ameriprise
Ameriprise
Minnesota
-$23.5M
3
UBS Group
UBS Group
Switzerland
-$19.5M
4
Bank of America
Bank of America
North Carolina
-$17.6M
5
CT
Coastline Trust
Rhode Island
-$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMCM
551
Bryn Mawr Capital Management
Pennsylvania
$229K +$229K +2,406 New
H
552
HoyleCohen
California
$228K +$228K +2,402 New
QPWM
553
Quadrant Private Wealth Management
Pennsylvania
$228K -$22.3K -235 -9%
VFA
554
Valeo Financial Advisors
Indiana
$226K -$10.4K -109 -4%
AP
555
Atwood & Palmer
Missouri
$225K – – –
RRC
556
Relaxing Retirement Coach
Massachusetts
$225K – – –
GL
557
Graypoint LLC
New York
$225K +$225K +2,370 New
AAP
558
Arax Advisory Partners
Colorado
$225K -$1.3M -13,622 -85%
TFS
559
Thoroughbred Financial Services
Tennessee
$225K – – –
SG
560
Sharper & Granite
California
$224K +$224K +2,360 New
PA
561
PFG Advisors
Arizona
$224K -$69.7K -733 -24%
CFS
562
Cannon Financial Strategists
Georgia
$224K – – –
NB
563
Nicolet Bankshares
Wisconsin
$223K – – –
QCG
564
Quadrant Capital Group
Ohio
$222K -$111K -1,166 -33%
CPP
565
Capasso Planning Partners
South Carolina
$220K +$5.14K +54 +2%
PFO
566
Pathstone Family Office
New Jersey
$219K +$219K +2,304 New
HIMC
567
Heritage Investors Management Corp
Maryland
$219K – – –
MIM
568
Marco Investment Management
Georgia
$218K -$1.14K -12 -0.5%
SI
569
Saxon Interests
Texas
$218K +$218K +2,289 New
MCCP
570
Mission Creek Capital Partners
California
$217K -$1.52K -16 -0.7%
FM
571
Foster & Motley
Ohio
$217K – – –
TH
572
Team Hewins
California
$217K – – –
FFN
573
Focus Financial Network
Minnesota
$216K -$620K -6,521 -74%
BSWA
574
Bromfield Sneider Wealth Advisors
Massachusetts
$216K – – –
SFG
575
SNS Financial Group
Minnesota
$216K -$137K -1,439 -39%
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