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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 %
CTB
626
Country Trust Bank
Illinois
$62.7K – – –
FRA
627
Front Row Advisors
California
$61K -$5.72K -60 -9%
CTA
628
Colonial Trust Advisors
South Carolina
$57.8K – – –
GBT
629
Grove Bank & Trust
Florida
$57.1K – – –
CTC
630
Central Trust Company
Missouri
$54.3K +$22.8K +240 +73%
MPWT
631
MassMutual Private Wealth & Trust
Connecticut
$52.3K – – –
AAG
632
Armstrong Advisory Group
Massachusetts
$52.3K – – –
SS
633
Sunbelt Securities
Texas
$52.3K +$8.74K +92 +20%
WWP
634
WR Wealth Planners
Missouri
$50.6K -$18.7K -197 -27%
JEST
635
JTC Employer Solutions Trustee
Jersey
$50K – – –
LF
636
Lee Financial
Texas
$49.5K – – –
GIP
637
Granite Investment Partners
California
$45.7K – – –
MTIC
638
Missouri Trust & Investment Company
Missouri
$45.2K -$16.6K -175 -27%
APW
639
Acima Private Wealth
Virginia
$44.2K – – –
SIC
640
Salem Investment Counselors
North Carolina
$42.8K -$856 -9 -2%
WP
641
WealthPLAN Partners
Nebraska
$42.2K – – –
IWP
642
IAG Wealth Partners
Wisconsin
$42.2K +$42.2K +444 New
IIL
643
Insight Inv LLC
California
$41.6K – – –
Barclays
644
Barclays
United Kingdom
$41K – – –
CWC
645
Carolinas Wealth Consulting
North Carolina
$39.7K -$1.52K -16 -4%
SWA
646
Sutton Wealth Advisors
Florida
$38.8K -$16.1K -169 -29%
GFPC
647
Global Financial Private Client
Florida
$38.5K – – –
TWC
648
TD Waterhouse Canada
Ontario, Canada
$38.3K -$3.35K -35 -8%
BlackRock
649
BlackRock
New York
$37.1K – – –
HS
650
Horan Securities
United States
$36.8K -$5.13K -54 -12%
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