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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 %
TH
576
Team Hewins
California
$208K +$208K +2,280 New
FM
577
Foster & Motley
Ohio
$208K +$208K +2,277 New
MHS
578
M Holdings Securities
Oregon
$208K +$208K +2,283 New
BSWA
579
Bromfield Sneider Wealth Advisors
Massachusetts
$207K – – –
CPP
580
Capasso Planning Partners
South Carolina
$206K +$206K +2,260 New
TLFA
581
True Link Financial Advisors
California
$206K +$206K +2,252 New
CW
582
Connectus Wealth
Ohio
$203K -$39.2K -430 -16%
WQ
583
Wealth Quarterback
New Jersey
$202K -$79.6K -872 -28%
IC
584
IEQ Capital
California
$201K -$27.9K -306 -12%
MA
585
Mezzasalma Advisors
New Jersey
$201K +$201K +2,204 New
SAS
586
SMI Advisory Services
Indiana
$201K +$201K +2,440 New
BTI
587
Blue Trust Inc
Georgia
$200K -$6.17M -74,832 -97%
BWP
588
Baldwin Wealth Partners
Massachusetts
$196K – – –
DWP
589
Destiny Wealth Partners
Florida
$193K +$2.19K +24 +1%
GC
590
Garde Capital
Washington
$183K – – –
CA
591
Clearstead Advisors
Ohio
$175K -$19.6K -215 -10%
RA
592
Rise Advisors
New York
$173K +$14.1K +154 +9%
HCM
593
Hollencrest Capital Management
California
$171K +$171K +1,875 New
GRP
594
Global Retirement Partners
California
$166K +$14K +153 +9%
JGIA
595
Jackson Grant Investment Advisers
Connecticut
$163K +$456 +5 +0.3%
AWM
596
AllSquare Wealth Management
New York
$163K – – –
LC
597
Lindbrook Capital
California
$150K – – –
PMFA
598
Plante Moran Financial Advisors
Michigan
$149K -$14.2K -156 -9%
LPIC
599
LeJeune Puetz Investment Counsel
Michigan
$146K – – –
MFT
600
Moisand Fitzgerald Tamayo
Florida
$145K +$183 +2 +0.1%
22 23
24
25 26