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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

694 hedge funds and large institutions have $3.82B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 191 increasing their positions, 291 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
-96
Holders Change %
-12.15%
% of All Funds
12%
Holding in Top 10
20
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-31.03%
% of All Funds
0.35%
New
44
Increased
191
Reduced
291
Closed
128
Calls
$2.98M
Puts
$272K
Net Calls
+$2.7M
Net Calls Change
+$2.28M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$42.7M
2
ADL
Asset Dedication LLC
California
$8.41M
3
BTI
Blue Trust Inc
Georgia
$6.88M
4
SC
Sepio Capital
Utah
$5.83M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.63M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$127M
2
LPL Financial
LPL Financial
California
$79.1M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$758K
4
Bank of America
Bank of America
North Carolina
$300M
5
Morgan Stanley
Morgan Stanley
New York
$348M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAP
726
One Advisory Partners
Kansas
– -$2.24M -25,166 Closed
OPS
727
Orion Portfolio Solutions
Nebraska
– -$2.09M -23,430 Closed
WA
728
Wealth Alliance
New York
– -$2.07M -23,267 Closed
ARC
729
Advisor Resource Council
Texas
– -$1.77M -19,911 Closed
CWS
730
Cypress Wealth Services
California
– -$1.49M -16,749 Closed
SWP
731
ShoreHaven Wealth Partners
New Jersey
– -$1.49M -16,737 Closed
TF
732
Trek Financial
Arizona
– -$1.38M -15,508 Closed
PWM
733
Perigon Wealth Management
California
– -$1.29M -14,493 Closed
SXL
734
Summit X LLC
Missouri
– -$1.25M -14,001 Closed
KWM
735
Keebeck Wealth Management
Illinois
– -$1.19M -13,353 Closed
SWM
736
SigFig Wealth Management
California
– -$1.24M -13,189 Closed
TLFA
737
True Link Financial Advisors
California
– -$1.14M -12,768 Closed
4WM
738
4J Wealth Management
Virginia
– -$1.11M -12,468 Closed
MCIA
739
Mountain Capital Investment Advisors
Colorado
– -$1.08M -12,035 Closed
CWA
740
Clearview Wealth Advisors
Oregon
– -$1.06M -11,945 Closed
SPAS
741
Spectrum Planning & Advisory Services
California
– -$1.01M -11,330 Closed
AR
742
Apeiron RIA
Texas
– -$99 -11,100 Closed
PWMG
743
Provence Wealth Management Group
California
– -$926K -10,406 Closed
CAG
744
Csenge Advisory Group
Florida
– -$925K -10,386 Closed
MYIA
745
Mount Yale Investment Advisors
Colorado
– -$868K -9,752 Closed
DL
746
DOHJ LLC
Washington
– -$850K -9,551 Closed
MFA
747
Mayflower Financial Advisors
Massachusetts
– -$798K -8,967 Closed
IWN
748
Independent Wealth Network
Iowa
– -$786K -8,824 Closed
VWA
749
Visionary Wealth Advisors
Illinois
– -$778K -8,735 Closed
VWM
750
Venturi Wealth Management
Texas
– -$736K -8,269 Closed
28 29
30
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