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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.

New
Increased
Maintained
Reduced
Closed
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 %
GFP
726
Gryphon Financial Partners
Ohio
$27K +$27K +300 New
FA
727
Fortis Advisors
Pennsylvania
$27K +$27K +304 New
VCM
728
Versant Capital Management
Arizona
$27K +$27K +306 New
ARIS
729
Advanced Research Investment Solutions
California
$26K -$39.7K -449 -60%
CFN
730
Cordasco Financial Network
Florida
$26K – – –
BLC
731
Brown, Lisle/Cummings
Rhode Island
$24K – – –
AIP
732
Ahrens Investment Partners
Louisiana
$24K -$1.79K -20 -7%
SSC
733
Syverson Strege & Co
Iowa
$22K – – –
UIA
734
Ulland Investment Advisors
Minnesota
$22K – – –
BCMLT
735
Beacon Capital Management LLC (Tennessee)
Tennessee
$21K – – –
Bank of Montreal
736
Bank of Montreal
Ontario, Canada
$20.5K +$3.13K +34,322 +18%
SIAP
737
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$20K – – –
ED
738
Exane Derivatives
France
$19.2K – – –
CC
739
Corsicana & Co
Texas
$19K – – –
OHWP
740
Oak Harbor Wealth Partners
North Carolina
$19K – – –
CWM
741
Curi Wealth Management
North Carolina
$19K +$442 +5 +2%
AIP
742
Ameritas Investment Partners
Nebraska
$18K – – –
SFG
743
Steward Financial Group
Texas
$18K +$18K +204 New
SWM
744
Selective Wealth Management
Virginia
$17K – – –
PCFFS
745
Pacific Center for Financial Services
California
$17K – – –
MBFW
746
Morton Brown Family Wealth
Pennsylvania
$17K +$17K +189 New
TCWM
747
Total Clarity Wealth Management
Illinois
$17K +$17K +191 New
WOSD
748
WFA of San Diego
California
$16K +$16K +180 New
TSWM
749
Tyler-Stone Wealth Management
Ohio
$15K – – –
AWM
750
Abound Wealth Management
Tennessee
$13.1K – – –
28 29
30
31 32