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

790 hedge funds and large institutions have $5.71B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 326 increasing their positions, 181 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+55
Holders Change %
+7.48%
% of All Funds
13.36%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.49%
New
137
Increased
326
Reduced
181
Closed
70
Calls
$1.4M
Puts
$971K
Net Calls
+$428K
Net Calls Change
-$1.41M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$677M
2
LPL Financial
2
LPL Financial
California
$210M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$85M
4
Morgan Stanley
4
Morgan Stanley
New York
$451M
5
BlackRock
5
BlackRock
New York
$73.5M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$26.6M
2
MWM
2
Merriman Wealth Management
Washington
$261K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$99.7M
4
AAP
4
Arax Advisory Partners
Colorado
$0
5
RFC
5
Regions Financial Corp
Alabama
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAM
626
Kraft Asset Management
Tennessee
$210K +$210K +2,356 New
MHS
627
M Holdings Securities
Oregon
$209K -$90.4K -1,017 -30%
AIM
628
Anchor Investment Management
South Carolina
$206K – – –
EWA
629
EverSource Wealth Advisors
Alabama
$206K +$206K +2,312 New
IA
630
IFG Advisors
Missouri
$205K +$205K +2,301 New
CPP
631
Capasso Planning Partners
South Carolina
$204K +$8.1K +91 +4%
MIM
632
Marco Investment Management
Georgia
$204K +$204K +2,292 New
IF
633
Intrua Financial
Texas
$204K +$204K +2,292 New
FM
634
Foster & Motley
Ohio
$203K – – –
BSWA
635
Bromfield Sneider Wealth Advisors
Massachusetts
$202K – – –
NL
636
Navalign LLC
California
$200K +$89 +1 +0%
FCA
637
FinTrust Capital Advisors
South Carolina
$195K +$185K +2,000 +1,852%
BWP
638
Baldwin Wealth Partners
Massachusetts
$191K – – –
DWP
639
Destiny Wealth Partners
Florida
$186K +$89 +1 +0%
HIA
640
Harbor Investment Advisory
Maryland
$183K +$34.8K +391 +23%
JPLA
641
Joseph P. Lucia & Associates
New York
$179K – – –
GC
642
Garde Capital
Washington
$179K +$2.5K +28 +1%
MFT
643
Moisand Fitzgerald Tamayo
Florida
$174K +$78.3K +882 +82%
CA
644
Clearstead Advisors
Ohio
$171K – – –
EW
645
Evoke Wealth
California
$169K – – –
PMFA
646
Plante Moran Financial Advisors
Michigan
$163K +$4.18K +47 +3%
JGIA
647
Jackson Grant Investment Advisers
Connecticut
$158K +$534 +6 +0.3%
AA
648
Ancora Advisors
Ohio
$156K +$156K +1,755 New
RA
649
Rise Advisors
New York
$154K +$6.39K +72 +4%
LC
650
Lindbrook Capital
California
$146K – – –
24 25
26
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