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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 %
TCOV
601
Trust Company of Vermont
Vermont
$141K – – –
HI
602
Harbour Investments
Wisconsin
$139K -$627K -6,863 -82%
FA
603
Fiduciary Alliance
South Carolina
$133K +$133K +1,461 New
MCM
604
Mill Capital Management
North Carolina
$128K – – –
GFWA
605
Grey Fox Wealth Advisors
Delaware
$120K +$120K +1,310 New
IRAG
606
Investment Research & Advisory Group
Georgia
$118K – – –
AIC
607
Archer Investment Corporation
Indiana
$117K -$1.74K -19 -1%
CT
608
Colonial Trust
South Carolina
$110K +$110K +1,200 New
LWANC
609
Laurel Wealth Advisors (North Carolina)
North Carolina
$108K – – –
MIM
610
Macroview Investment Management
Maryland
$102K +$11.7K +128 +13%
GBT
611
Grove Bank & Trust
Florida
$101K +$101K +1,111 New
EBA
612
Eagle Bay Advisors
New York
$100K +$100K +1,100 New
DSC
613
Duncker Streett & Co
Missouri
$100K – – –
IGWM
614
ICA Group Wealth Management
Colorado
$95K +$95K +1,040 New
GWM
615
Geneos Wealth Management
Colorado
$94.4K +$35.4K +388 +60%
MCC
616
Money Concepts Capital
Florida
$94K +$88.7K +971 +1,674%
BA
617
Bellwether Advisors
Nebraska
$93K +$37.7K +413 +68%
CI
618
Cordant Inc
Oregon
$89.8K – – –
TAM
619
Townsend Asset Management
North Carolina
$84.2K – – –
TWA
620
TCI Wealth Advisors
Arizona
$83.1K – – –
CWP
621
Concord Wealth Partners
Virginia
$81.2K +$81.2K +889 New
WWP
622
WR Wealth Planners
Missouri
$74.2K -$16.8K -184 -18%
OCM
623
Orion Capital Management
California
$73.4K – – –
CDIA
624
Capital Directions Investment Advisors
Georgia
$73K +$73K +800 New
FFA
625
Farther Finance Advisors
California
$72.5K +$72.5K +794 New
23 24
25
26 27