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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 %
WWM
776
Western Wealth Management
Colorado
– -$255K -2,806 Closed
AWM
777
Alterna Wealth Management
Texas
– -$249K -2,800 Closed
WCF
778
West Coast Financial
California
– -$240K -2,692 Closed
NB
779
Nicolet Bankshares
Wisconsin
– -$239K -2,682 Closed
Principal Financial Group
780
Principal Financial Group
Iowa
– -$234K -2,632 Closed
JWM
781
Jeppson Wealth Management
California
– -$223K -2,500 Closed
SAS
782
SMI Advisory Services
Indiana
– -$217K -2,440 Closed
MP
783
McDonald Partners
Ohio
– -$216K -2,430 Closed
MLA
784
My Legacy Advisors
Oregon
– -$213K -2,411 Closed
FB
785
Fulton Bank
Pennsylvania
– -$214K -2,406 Closed
CST
786
Charles Schwab Trust
Nevada
– -$214K -2,400 Closed
OC
787
Oppenheimer & Co
New York
– -$213K -2,394 Closed
MCM
788
Mainstay Capital Management
Michigan
– -$212K -2,381 Closed
TFS
789
Thoroughbred Financial Services
Tennessee
– -$211K -2,371 Closed
RRC
790
Relaxing Retirement Coach
Massachusetts
– -$211K -2,370 Closed
SF
791
SBK Financial
Virginia
– -$210K -2,360 Closed
KAM
792
Kraft Asset Management
Tennessee
– -$210K -2,356 Closed
MHS
793
M Holdings Securities
Oregon
– -$209K -2,350 Closed
EWA
794
EverSource Wealth Advisors
Alabama
– -$206K -2,312 Closed
IA
795
IFG Advisors
Missouri
– -$205K -2,301 Closed
MIM
796
Marco Investment Management
Georgia
– -$204K -2,292 Closed
IF
797
Intrua Financial
Texas
– -$204K -2,292 Closed
CPP
798
Capasso Planning Partners
South Carolina
– -$204K -2,291 Closed
FM
799
Foster & Motley
Ohio
– -$203K -2,276 Closed
NL
800
Navalign LLC
California
– -$200K -2,242 Closed
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