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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 %
CI
751
CX Institutional
Indiana
– -$705K -7,915 Closed
CP
752
Covenant Partners
Tennessee
– -$693K -7,782 Closed
EFSCE
753
Enterprise Financial Services Corp (EFSC)
Missouri
– -$651K -7,307 Closed
SHFP
754
Second Half Financial Partners
Florida
– -$723K -7,179 Closed
TCA
755
Transcend Capital Advisors
New Jersey
– -$567K -6,374 Closed
PPP
756
Private Portfolio Partners
New Jersey
– -$539K -6,055 Closed
CAM
757
Concorde Asset Management
Michigan
– -$506K -5,688 Closed
RCM
758
Raleigh Capital Management
North Carolina
– -$452K -5,078 Closed
AT
759
American Trust
Kentucky
– -$420K -4,717 Closed
BTWM
760
Baker Tilly Wealth Management
Wisconsin
– -$411K -4,611 Closed
SFG
761
Sovereign Financial Group
Connecticut
– -$398K -4,466 Closed
OPOWM
762
One Plus One Wealth Management
Florida
– -$393K -4,412 Closed
SEM
763
Strategic Equity Management
Arizona
– -$387K -4,352 Closed
RA
764
RFG Advisory
Alabama
– -$392K -4,077 Closed
VAS
765
Vestmark Advisory Solutions
Massachusetts
– -$360K -4,043 Closed
LWAC
766
Laurel Wealth Advisors (California)
California
– -$354K -3,983 Closed
IIC
767
Integrated Investment Consultants
Michigan
– -$339K -3,805 Closed
SWM
768
SeaCrest Wealth Management
New York
– -$319K -3,586 Closed
CFS
769
Cannon Financial Strategists
Georgia
– -$315K -3,543 Closed
TPWA
770
TRUE Private Wealth Advisors
Oregon
– -$309K -3,473 Closed
BCI
771
Brinker Capital Investments
Pennsylvania
– -$283K -3,177 Closed
WAL
772
W Advisors LLC
Tennessee
– -$283K -3,172 Closed
FCBT
773
First Citizens Bank & Trust
North Carolina
– -$266K -2,988 Closed
HIM
774
Hanlon Investment Management
New Jersey
– -$265K -2,973 Closed
TC
775
TownSquare Capital
Utah
– -$254K -2,852 Closed
29 30
31
32 33