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

709 hedge funds and large institutions have $5.94B invested in iShares S&P Small-Cap 600 Value ETF in 2021 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 220 increasing their positions, 205 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
+72
Holders Change %
+11.3%
% of All Funds
10.95%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.43%
New
135
Increased
220
Reduced
205
Closed
51
Calls
$7.2M
Puts
$8.85M
Net Calls
-$1.65M
Net Calls Change
-$4.36M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$423M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$144M
3
WIA
3
World Investment Advisors
California
$16.8M
4
RFC
4
Regions Financial Corp
Alabama
$149M
5
M&T Bank
5
M&T Bank
New York
$156M

Top Sellers

1
EWA
1
Exencial Wealth Advisors
Oklahoma
$31.8M
2
MWM
2
Merriman Wealth Management
Washington
$8.12M
3
BFG
3
Barber Financial Group
Kansas
$1.73M
4
LPL Financial
4
LPL Financial
California
$130M
5
Wells Fargo
5
Wells Fargo
California
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
YAL
701
Your Advocates Ltd
Texas
$3K – – –
RI
702
Rinkey Investments
California
$2K +$2K +28 New
SBL
703
Sargent Bickham Lagudis
Colorado
$1K +$1K +13 New
BFG
704
Baron Financial Group
New Jersey
$836 – – –
FHC
705
First Heartland Consultants
Missouri
$417 -$646 -6,196 -61%
BBHC
706
Brown Brothers Harriman & Co
New York
$266 – – –
CP
707
Castleview Partners
Texas
$232 +$232 +24,241 New
TAM
708
Tucker Asset Management
Colorado
$105 – – –
FGAM
709
Financial Gravity Asset Management
Texas
$5 +$5 +45 New
PFG
710
Piershale Financial Group
Illinois
– -$16.2M -160,987 Closed
BOS
711
Bingham Osborn & Scarborough
California
– -$12.6M -125,486 Closed
PRS
712
Pinkerton Retirement Specialists
Idaho
– -$11.3M -112,455 Closed
MWM
713
Mattern Wealth Management
Kansas
– -$8.72M -86,572 Closed
RFM
714
Royal Fund Management
Florida
– -$7.35M -73,038 Closed
EE
715
EWG Elevate
California
– -$4.55M -45,184 Closed
SFS
716
Sowell Financial Services
Arkansas
– -$4.31M -42,811 Closed
QIM
717
Quantitative Investment Management
Virginia
– -$2.48M -24,620 Closed
Legacy Financial Group (Iowa)
718
Legacy Financial Group (Iowa)
Iowa
– -$1.83M -18,166 Closed
CM
719
Columbus Macro
Pennsylvania
– -$1.73M -17,213 Closed
AWA
720
Arete Wealth Advisors
Illinois
– -$1.57M -15,537 Closed
TFA
721
Tobias Financial Advisors
Florida
– -$1.4M -13,869 Closed
CWM
722
Calamos Wealth Management
Illinois
– -$1.23M -12,172 Closed
Renaissance Technologies
723
Renaissance Technologies
New York
– -$1.21M -12,000 Closed
LSA
724
L & S Advisors
California
– -$1.17M -11,594 Closed
MA
725
MCF Advisors
Kentucky
– -$1.12M -11,160 Closed
27 28
29
30 31