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

637 hedge funds and large institutions have $5.94B invested in iShares S&P Small-Cap 600 Value ETF in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 188 increasing their positions, 238 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
-43
Holders Change %
-6.32%
% of All Funds
11.19%
Holding in Top 10
23
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-45.24%
% of All Funds
0.4%
New
42
Increased
188
Reduced
238
Closed
72
Calls
$3.46M
Puts
$755K
Net Calls
+$2.71M
Net Calls Change
+$518K

Top Buyers

1
EWA
1
Exencial Wealth Advisors
Oklahoma
$267M
2
RFC
2
Regions Financial Corp
Alabama
$132M
3
MWM
3
Merriman Wealth Management
Washington
$119M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$85.8M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.26B

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$179M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$33.8M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
OPS
4
Orion Portfolio Solutions
Nebraska
$0
5
BCM
5
Brookstone Capital Management
Illinois
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
651
CreativeOne Wealth
Kansas
– -$2.19M -20,790 Closed
ARC
652
Advisor Resource Council
Texas
– -$2.03M -19,254 Closed
VAM
653
Verity Asset Management
North Carolina
– -$1.71M -16,195 Closed
APW
654
Aurora Private Wealth
New Jersey
– -$1.68M -15,928 Closed
KM
655
Kalos Management
Georgia
– -$1.32M -13,061 Closed
AI
656
Atria Investments
North Carolina
– -$1.38M -13,057 Closed
HF
657
HRT Financial
New York
– -$1.22M -11,596 Closed
BWA
658
Beam Wealth Advisors
Louisiana
– -$1.17M -11,084 Closed
OCM
659
Orser Capital Management
Texas
– -$1.12M -10,604 Closed
IFO
660
Independent Family Office
New York
– -$1.06M -10,080 Closed
FEM
661
Fulcrum Equity Management
Texas
– -$961K -9,112 Closed
ACM
662
AlphaStar Capital Management
North Carolina
– -$860K -8,516 Closed
VCM
663
Virtue Capital Management
Tennessee
– -$758K -7,192 Closed
BCM
664
Barometer Capital Management
Ontario, Canada
– -$727K -6,900 Closed
TPWA
665
TRUE Private Wealth Advisors
Oregon
– -$639K -6,063 Closed
PIA
666
Pinion Investment Advisors
Kansas
– -$631K -5,988 Closed
TCWA
667
Ten Capital Wealth Advisors
Washington
– -$628K -5,953 Closed
JWCA
668
J.W. Cole Advisors
Florida
– -$550K -5,221 Closed
BMWM
669
Brown Miller Wealth Management
Virginia
– -$466K -4,427 Closed
IWM
670
IHT Wealth Management
Illinois
– -$439K -4,169 Closed
CAM
671
Concorde Asset Management
Michigan
– -$438K -4,152 Closed
AL
672
Aspiriant LLC
California
– -$423K -4,010 Closed
DL
673
DOHJ LLC
Washington
– -$414K -3,923 Closed
KOMWMG
674
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$406K -3,848 Closed
JPG
675
Jordan Park Group
California
– -$374K -3,547 Closed
25 26
27
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