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

732 hedge funds and large institutions have $4.11B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
11.54%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.33%
New
55
Increased
215
Reduced
280
Closed
37
Calls
$1.74M
Puts
$295K
Net Calls
+$1.45M
Net Calls Change
-$156K

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
$94.3M
2
MWM
Modera Wealth Management
New Jersey
$77.3M
3
Lido Advisors
Lido Advisors
California
$12.6M
4
Cerity Partners
Cerity Partners
New York
$19M
5
PFA
Petra Financial Advisors
Colorado
$4.34M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.73M
2
Ameriprise
Ameriprise
Minnesota
$66.4M
3
UBS Group
UBS Group
Switzerland
$106M
4
Bank of America
Bank of America
North Carolina
$331M
5
CT
Coastline Trust
Rhode Island
$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
726
EverSource Wealth Advisors
Alabama
$1.24K – – –
FBC
727
Fairfield, Bush & Co
Connecticut
$951 +$951 +10 New
NCM
728
Northwest Capital Management
Oregon
$571 +$571 +6 New
PP
729
Pacifica Partners
Canada
$567 +$567 +6 New
Russell Investments Group
730
Russell Investments Group
United Kingdom
$560 – – –
BCWM
731
Bartlett & Co Wealth Management
Ohio
$380 – – –
IHWM
732
Iron Horse Wealth Management
Iowa
$217 – – –
FGAM
733
Financial Gravity Asset Management
Texas
$108 +$108 +1,133 New
NFG
734
Northeast Financial Group
Pennsylvania
– -$3.54M -34,666 Closed
TAM
735
TCP Asset Management
Ohio
– -$1.99M -21,254 Closed
RA
736
Riversedge Advisors
Delaware
– -$1.74M -18,572 Closed
EE
737
EWG Elevate
California
– -$1.39M -14,822 Closed
Millennium Management
738
Millennium Management
New York
– -$1.22M -13,082 Closed
DE
739
Day & Ennis
Georgia
– -$1.15M -12,314 Closed
SFS
740
Security Financial Services
Indiana
– -$1.02M -10,913 Closed
BWA
741
Beam Wealth Advisors
Louisiana
– -$757K -8,090 Closed
YIH
742
Y-Intercept (HK)
Hong Kong
– -$666K -7,114 Closed
TI
743
Trexquant Investment
Connecticut
– -$609K -6,504 Closed
AAS
744
Ameritas Advisory Services
Nebraska
– -$584K -6,308 Closed
HI
745
HBK Investments
Texas
– -$530K -5,665 Closed
TPSF
746
Texas Permanent School Fund
Texas
– -$467K -4,993 Closed
IA
747
IFG Advisory
Georgia
– -$455K -4,857 Closed
DC
748
Diametric Capital
Massachusetts
– -$400K -4,277 Closed
TSS
749
Two Sigma Securities
New York
– -$378K -4,043 Closed
AL
750
Aspiriant LLC
California
– -$339K -3,620 Closed
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