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

735 hedge funds and large institutions have $5.76B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 256 increasing their positions, 212 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
+26
Holders Change %
+3.67%
% of All Funds
11.63%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.54%
New
93
Increased
256
Reduced
212
Closed
55
Calls
$5.75M
Puts
$3.92M
Net Calls
+$1.83M
Net Calls Change
+$3.48M

Top Buyers

1
MWM
Merriman Wealth Management
Washington
+$145M
2
BFG
Barber Financial Group
Kansas
+$76.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$38.8M
4
AAP
Arax Advisory Partners
Colorado
+$36.9M
5
Bank of America
Bank of America
North Carolina
+$31.1M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$615M
2
Ameriprise
Ameriprise
Minnesota
-$23.6M
3
COI
Connable Office Inc
Michigan
-$12.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$7.41M
5
NAM
NorthCrest Asset Manangement
Minnesota
-$7.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
576
Abbrea Capital
California
$206K – – –
GC
577
Garde Capital
Washington
$203K – – –
NEWAS
578
N.E.W. Advisory Services
Wisconsin
$203K +$203K +2,010 New
OC
579
Oppenheimer & Co
New York
$202K +$202K +1,970 New
SOS
580
Silver Oak Securities
Tennessee
$202K +$202K +2,034 New
CFS
581
CRA Financial Services
New Jersey
$201K +$1.84K +18 +0.9%
CA
582
Clearstead Advisors
Ohio
$196K – – –
EW
583
Evoke Wealth
California
$195K – – –
Deutsche Bank
584
Deutsche Bank
Germany
$194K – – –
PMFA
585
Plante Moran Financial Advisors
Michigan
$183K – – –
PO
586
Private Ocean
California
$181K -$10.7K -105 -6%
JGIA
587
Jackson Grant Investment Advisers
Connecticut
$181K +$512 +5 +0.3%
HIA
588
Harbor Investment Advisory
Maryland
$171K +$159K +1,550 +1,336%
RA
589
Rise Advisors
New York
$170K -$307 -3 -0.2%
HWA
590
HHM Wealth Advisors
Tennessee
$170K – – –
LC
591
Lindbrook Capital
California
$168K +$168K +1,642 New
FPS
592
Fieldpoint Private Securities
Connecticut
$166K – – –
AWM
593
AllSquare Wealth Management
New York
$165K – – –
PA
594
PSI Advisors
Florida
$165K – – –
LPIC
595
LeJeune Puetz Investment Counsel
Michigan
$163K – – –
COCM
596
Charter Oak Capital Management
New Hampshire
$162K +$102 +1 +0.1%
BBPWM
597
Blue Bell Private Wealth Management
Pennsylvania
$159K -$156K -1,525 -50%
CCM
598
Covington Capital Management
California
$159K +$60.1K +585 +61%
PP
599
PFS Partners
New Jersey
$158K – – –
T
600
TCWP
Ohio
$156K +$156K +1,533 New
22 23
24
25 26