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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 %
CHA
701
Carmichael Hill & Associates
Maryland
$10K – – –
WAM
702
Worth Asset Management
Texas
$9.95K – – –
FCA
703
FinTrust Capital Advisors
South Carolina
$9.86K – – –
RP
704
Rice Partnership
Hawaii
$9.13K – – –
OHWP
705
Oak Harbor Wealth Partners
North Carolina
$9.13K – – –
MRCM
706
M&R Capital Management
New Jersey
$9.13K – – –
MIM
707
MTM Investment Management
South Carolina
$8.22K – – –
CWM
708
CarsonAllaria Wealth Management
Illinois
$7K -$3.83K -41 -35%
TFGT
709
TS Financial Group (TSFG)
Illinois
$7K – – –
PP
710
PFS Partners
New Jersey
$6.58K -$134K -1,472 -95%
OFG
711
Oxford Financial Group
Indiana
$5.48K -$60.8K -666 -92%
S
712
SignatureFD
Georgia
$5.48K -$29.3K -321 -84%
BA
713
Ballast Advisors
Minnesota
$5.48K – – –
SWM
714
Sugarloaf Wealth Management
Georgia
$5.18K +$546 +6 +12%
FWM
715
Focused Wealth Management
New York
$4.69K – – –
EWM
716
EPG Wealth Management
Georgia
$4.57K – – –
SIS
717
Sound Income Strategies
Florida
$4.38K – – –
AWM
718
Accel Wealth Management
Iowa
$4.07K +$90 +1 +2%
DWMG
719
DB Wealth Management Group
California
$4.02K +$4.02K +44 New
WFA
720
WestHill Financial Advisors
California
$3.65K – – –
TFP
721
Tilia Fiduciary Partners
North Carolina
$3.29K – – –
MA
722
Montag & Associates
Georgia
$3.11K +$3.11K +34 New
HFS
723
Hantz Financial Services
Michigan
$3K +$3K +38 New
CBT
724
Central Bank & Trust
Kentucky
$2.19K – – –
OLVIG
725
Oliver Lagore Vanvalin Investment Group
Michigan
$2.01K -$1.46K -16 -42%
27 28
29
30 31