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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 %
MA
826
Mezzasalma Advisors
New Jersey
– -$228K -2,224 Closed
KL
827
KWMG LLC
Kansas
– -$227K -2,217 Closed
IC
828
IEQ Capital
California
– -$226K -2,206 Closed
PAM
829
Peak Asset Management
Colorado
– -$225K -2,200 Closed
IAG
830
Investment Advisory Group
Massachusetts
– -$221K -2,167 Closed
OCM
831
Orser Capital Management
Texas
– -$220K -2,150 Closed
EGA
832
E&G Advisors
Texas
– -$220K -2,145 Closed
WCP
833
Wick Capital Partners
Pennsylvania
– -$217K -2,118 Closed
HIMC
834
Heritage Investors Management Corp
Maryland
– -$215K -2,100 Closed
KCM
835
Kendall Capital Management
Maryland
– -$215K -2,097 Closed
ONB
836
Old National Bancorp
Indiana
– -$212K -2,070 Closed
BFS
837
Bickling Financial Services
Massachusetts
– -$212K -2,069 Closed
SOS
838
Silver Oak Securities
Tennessee
– -$202K -2,034 Closed
AC
839
Abbrea Capital
California
– -$206K -2,016 Closed
NEWAS
840
N.E.W. Advisory Services
Wisconsin
– -$203K -2,010 Closed
CFS
841
CRA Financial Services
New Jersey
– -$201K -1,966 Closed
IAIM
842
International Assets Investment Management
Florida
– -$210K -1,837 Closed
CSIA
843
Carl Stuart Investment Advisor
Texas
– -$1.28M -1,249 Closed
BFC
844
Bedel Financial Consulting
Indiana
– -$89K -870 Closed
SLWA
845
San Luis Wealth Advisors
California
– -$89K -848 Closed
GAM
846
Gemmer Asset Management
California
– -$81K -793 Closed
ECM
847
ExodusPoint Capital Management
New York
– -$81K -790 Closed
Koshinski Asset Management
848
Koshinski Asset Management
Illinois
– -$74.5K -728 Closed
SC
849
Sierra Capital
Florida
– -$46K -450 Closed
Optiver Holding
850
Optiver Holding
Netherlands
– -$43K -417 Closed
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