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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.

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 %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$16.8M +$5.84M +65,603 +53%
HWA
52
Heartwood Wealth Advisors
Virginia
$16.4M +$611K +6,868 +4%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$15.6M +$3M +33,558 +24%
JMF
54
Johnson Midwest Financial
Iowa
$15.6M +$1.64M +18,417 +12%
Creative Planning
55
Creative Planning
Kansas
$14.2M +$726K +8,150 +5%
Cerity Partners
56
Cerity Partners
New York
$13.7M +$3.43M +38,516 +33%
JC
57
JB Capital
Connecticut
$13.6M +$13.6M +152,660 New
KAS
58
Kestra Advisory Services
Texas
$13.5M +$6.42M +72,127 +91%
WP
59
WealthSource Partners
California
$13.3M +$11.5M +128,736 +629%
EIP
60
Ellis Investment Partners
Pennsylvania
$11.9M -$47.8K -537 -0.4%
CCFM
61
Clear Creek Financial Management
Washington
$11.6M +$11.2M +125,648 +2,655%
WSFS
62
Wilmington Savings Fund Society
Delaware
$11.4M -$6.63M -74,488 -37%
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$11.2M +$240K +2,694 +2%
MCM
64
MAI Capital Management
Ohio
$11M +$2.35M +26,343 +27%
WA
65
Wealth Architects
California
$10.9M -$624K -7,006 -5%
E
66
ETFidea
New York
$10.4M +$442K +4,961 +4%
NA
67
NewEdge Advisors
Louisiana
$10.1M +$8.85M +99,368 +709%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$9.82M +$2.98M +33,486 +44%
JWA
69
JFS Wealth Advisors
Pennsylvania
$9.27M -$66.2K -744 -0.7%
SWA
70
Sax Wealth Advisors
New Jersey
$9.21M -$338K -3,793 -4%
AWS
71
Atria Wealth Solutions
New York
$9.13M +$4.68M +52,528 +105%
1IA
72
1834 Investment Advisors
Wisconsin
$9.11M +$34.7K +390 +0.4%
NFC
73
Northeast Financial Consultants
Connecticut
$8.99M -$1.03M -11,517 -10%
BF
74
BOK Financial
Oklahoma
$8.93M +$217K +2,440 +2%
Prudential Financial
75
Prudential Financial
New Jersey
$8.92M +$3.03M +33,984 +51%
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