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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 %
BAAM
726
Baker Avenue Asset Management
California
$822 +$822 +9 New
BCWM
727
Bartlett & Co Wealth Management
Ohio
$365 -$281K -3,078 -100%
NAM
728
NorthCrest Asset Manangement
Minnesota
– -$5.42M -65,691 Closed
MA
729
MUFG Americas
New York
– -$3.58M -43,363 Closed
CCMG
730
Clark Capital Management Group
Pennsylvania
– -$2.6M -31,491 Closed
Jane Street
731
Jane Street
New York
– -$2.24M -27,099 Closed
HAS
732
Holland Advisory Services
Florida
– -$1.83M -22,203 Closed
ANB
733
Amarillo National Bank
Texas
– -$1.2M -14,546 Closed
ECM
734
Evergreen Capital Management
Washington
– -$1.16M -14,111 Closed
Walleye Capital
735
Walleye Capital
New York
– -$1.06M -12,873 Closed
SWM
736
Scissortail Wealth Management
Oklahoma
– -$988K -10,776 Closed
CSA
737
Cottage Street Advisors
Massachusetts
– -$836K -10,145 Closed
FFN
738
Focus Financial Network
Minnesota
– -$786K -9,529 Closed
PAS
739
Park Avenue Securities
New York
– -$459K -5,562 Closed
FNBOO
740
First National Bank of Omaha
Nebraska
– -$421K -5,104 Closed
H
741
HoyleCohen
California
– -$398K -4,824 Closed
TGAM
742
TBH Global Asset Management
Tennessee
– -$390K -4,734 Closed
CF
743
Centaurus Financial
California
– -$363K -4,404 Closed
Millennium Management
744
Millennium Management
New York
– -$306K -3,706 Closed
SFPM
745
Sensible Financial Planning & Management
Massachusetts
– -$302K -3,662 Closed
FFW
746
Fusion Family Wealth
New York
– -$356K -3,540 Closed
OWA
747
Outlook Wealth Advisors
Texas
– -$288K -3,490 Closed
HI
748
HBK Investments
Texas
– -$268K -3,249 Closed
WWA
749
WCG Wealth Advisors
Nevada
– -$265K -3,210 Closed
SFWC
750
Strategic Family Wealth Counselors
New Jersey
– -$261K -3,169 Closed
28 29
30
31 32