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

790 hedge funds and large institutions have $5.71B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 326 increasing their positions, 181 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+55
Holders Change %
+7.48%
% of All Funds
13.36%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.49%
New
137
Increased
326
Reduced
181
Closed
70
Calls
$1.4M
Puts
$971K
Net Calls
+$428K
Net Calls Change
-$1.41M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$677M
2
LPL Financial
2
LPL Financial
California
$210M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$85M
4
Morgan Stanley
4
Morgan Stanley
New York
$451M
5
BlackRock
5
BlackRock
New York
$73.5M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$26.6M
2
MWM
2
Merriman Wealth Management
Washington
$261K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$99.7M
4
AAP
4
Arax Advisory Partners
Colorado
$0
5
RFC
5
Regions Financial Corp
Alabama
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
801
Freedman Financial Associates
Massachusetts
– -$3.68M -35,737 Closed
ASFA
802
All Season Financial Advisors
Colorado
– -$3.4M -33,154 Closed
Renaissance Technologies
803
Renaissance Technologies
New York
– -$2.51M -24,500 Closed
ACM
804
AlphaStar Capital Management
North Carolina
– -$2.34M -22,819 Closed
Citadel Advisors
805
Citadel Advisors
Florida
– -$1.42M -13,864 Closed
SWM
806
Scissortail Wealth Management
Oklahoma
– -$1.06M -10,507 Closed
GA
807
GoalVest Advisory
New York
– -$826K -8,067 Closed
PWP
808
Personal Wealth Partners
Minnesota
– -$824K -8,043 Closed
Millennium Management
809
Millennium Management
New York
– -$794K -7,754 Closed
TI
810
Trexquant Investment
Connecticut
– -$557K -5,439 Closed
YIH
811
Y-Intercept (HK)
Hong Kong
– -$506K -4,943 Closed
OCM
812
Objective Capital Management
Ohio
– -$499K -4,872 Closed
LWMNY
813
Landmark Wealth Management (New York)
New York
– -$243K -4,716 Closed
CWM
814
Calamos Wealth Management
Illinois
– -$449K -4,382 Closed
RL
815
Retireful LLC
Michigan
– -$371K -3,835 Closed
TSS
816
Two Sigma Securities
New York
– -$374K -3,649 Closed
AP
817
Americana Partners
Texas
– -$368K -3,600 Closed
TA
818
Tiedemann Advisors
New York
– -$366K -3,570 Closed
RCG
819
Resource Consulting Group
Florida
– -$309K -3,016 Closed
AP
820
Advisor Partners
California
– -$307K -2,995 Closed
BMCM
821
Bryn Mawr Capital Management
Pennsylvania
– -$285K -2,784 Closed
FMWA
822
Forvis Mazars Wealth Advisors
Missouri
– -$252K -2,461 Closed
LC
823
LCNB Corp
Ohio
– -$252K -2,460 Closed
RhumbLine Advisers
824
RhumbLine Advisers
Massachusetts
– -$235K -2,300 Closed
GWA
825
GGM Wealth Advisors
Maryland
– -$230K -2,245 Closed
31 32
33
34 35