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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 %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$13.1M +$367K +4,015 +3%
KAS
52
Kestra Advisory Services
Texas
$13M +$2.53M +27,669 +24%
EIP
53
Ellis Investment Partners
Pennsylvania
$12.4M +$42K +460 +0.3%
MCM
54
MAI Capital Management
Ohio
$12.2M +$195K +2,131 +2%
E
55
ETFidea
New York
$11.6M +$103K +1,131 +0.9%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$11.2M +$1.62M +17,724 +17%
WSFS
57
Wilmington Savings Fund Society
Delaware
$10.9M -$693K -7,592 -6%
GT
58
Glenmede Trust
Pennsylvania
$10.6M +$2.08M +22,764 +24%
US Bancorp
59
US Bancorp
Minnesota
$10.3M +$3.89M +42,569 +61%
KeyBank National Association
60
KeyBank National Association
Ohio
$10M +$898K +9,830 +10%
WA
61
Wealth Architects
California
$9.99M -$560K -6,137 -5%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$9.85M +$57K +624 +0.6%
ADL
63
Asset Dedication LLC
California
$9.22M -$97.4K -1,066 -1%
BF
64
BOK Financial
Oklahoma
$9.18M +$257K +2,811 +3%
SWA
65
Sax Wealth Advisors
New Jersey
$9.16M -$18.3K -200 -0.2%
MWM
66
Modera Wealth Management
New Jersey
$8.89M +$266K +2,917 +3%
CIBC World Market
67
CIBC World Market
Ontario, Canada
$8.88M +$428K +4,683 +5%
FAN
68
Financial Advisors Network
California
$8.73M +$102K +1,114 +1%
SC
69
Sepio Capital
Utah
$8.69M +$2.24M +24,481 +35%
Comerica Bank
70
Comerica Bank
Texas
$8.54M +$2.44M +24,753 +40%
SFP
71
Sterling Financial Planning
New Jersey
$8.53M +$94.7K +1,037 +1%
AMG
72
Asset Management Group
Connecticut
$8.49M +$70.1K +768 +0.8%
MML Investors Services
73
MML Investors Services
Massachusetts
$8.4M +$997K +10,923 +13%
JWA
74
JFS Wealth Advisors
Pennsylvania
$8.37M -$874K -9,570 -9%
OAM
75
Oppenheimer Asset Management
New York
$8.29M +$8.29M +90,792 New
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