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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 %
CF
726
Centaurus Financial
California
– -$709K -7,043 Closed
GRP
727
Global Retirement Partners
California
– -$656K -6,512 Closed
FFS
728
Founders Financial Securities
Maryland
– -$623K -6,190 Closed
Millennium Management
729
Millennium Management
New York
– -$500K -4,965 Closed
PWM
730
PRW Wealth Management
Massachusetts
– -$458K -4,550 Closed
PFO
731
Pathstone Family Office
New Jersey
– -$455K -4,516 Closed
CA
732
Calton & Associates
Florida
– -$411K -4,085 Closed
FFW
733
Fusion Family Wealth
New York
– -$356K -3,540 Closed
PA
734
PFG Advisors
Arizona
– -$267K -2,657 Closed
HCM
735
Hollencrest Capital Management
California
– -$245K -2,431 Closed
MP
736
McDonald Partners
Ohio
– -$244K -2,421 Closed
CA
737
Continuum Advisory
Idaho
– -$241K -2,391 Closed
HW
738
Hedeker Wealth
Illinois
– -$232K -2,312 Closed
PFA
739
Pinnacle Family Advisors
Missouri
– -$229K -2,279 Closed
GL
740
Graypoint LLC
New York
– -$228K -2,267 Closed
FTUS
741
Flow Traders U.S.
New York
– -$209K -2,076 Closed
PMG
742
ProVise Management Group
Florida
– -$202K -2,008 Closed
FA
743
Flagstar Advisors
New York
– -$105K -1,045 Closed
CDIA
744
Capital Directions Investment Advisors
Georgia
– -$90K -896 Closed
WT
745
Washington Trust
Rhode Island
– -$70K -694 Closed
Barclays
746
Barclays
United Kingdom
– -$31K -311 Closed
CICI
747
Capital Investment Counsel Inc
North Carolina
– -$27K -268 Closed
BW
748
Bison Wealth
Georgia
– -$27K -266 Closed
LWM
749
Liberty Wealth Management
California
– -$27K -264 Closed
IWA
750
IBEX Wealth Advisors
New Jersey
– -$25K -250 Closed
27 28 29
30
31