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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 %
FA
576
Flagstar Advisors
New York
$215K +$215K +2,261 New
TLFA
577
True Link Financial Advisors
California
$214K – – –
CIBC Private Wealth Group
578
CIBC Private Wealth Group
Georgia
$213K -$1.24K -13 -0.6%
IIC
579
Integrated Investment Consultants
Michigan
$213K -$18.1K -190 -8%
SB
580
Strategic Blueprint
Georgia
$212K -$331K -3,484 -61%
KCM
581
Kendall Capital Management
Maryland
$210K – – –
QCIG
582
Quad-Cities Investment Group
Iowa
$210K +$210K +2,208 New
DWP
583
Destiny Wealth Partners
Florida
$205K +$205K +2,077 New
IAG
584
Investment Advisory Group
Massachusetts
$203K +$203K +2,130 New
HI
585
Harbour Investments
Wisconsin
$200K +$44.1K +464 +28%
HIA
586
Harbor Investment Advisory
Maryland
$199K +$33.1K +348 +20%
GC
587
Garde Capital
Washington
$191K – – –
DI
588
Disciplined Investments
Oklahoma
$190K -$1.98M -20,862 -91%
CA
589
Clearstead Advisors
Ohio
$182K – – –
AIA
590
Arcadia Investment Advisors
Idaho
$180K – – –
HCM
591
Hollencrest Capital Management
California
$178K – – –
JGIA
592
Jackson Grant Investment Advisers
Connecticut
$171K +$761 +8 +0.4%
RA
593
Rise Advisors
New York
$171K -$10.1K -106 -6%
PMFA
594
Plante Moran Financial Advisors
Michigan
$165K +$10.6K +111 +7%
AWM
595
AllSquare Wealth Management
New York
$159K – – –
TCOV
596
Trust Company of Vermont
Vermont
$147K – – –
MFT
597
Moisand Fitzgerald Tamayo
Florida
$145K -$3.33K -35 -2%
BAAM
598
Baker Avenue Asset Management
California
$142K +$2K +21 +1%
FA
599
Fiduciary Alliance
South Carolina
$140K +$140K +1,473 New
PFBT
600
Parkside Financial Bank & Trust
Missouri
$135K – – –
22 23
24
25 26