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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 %
CAN
76
Cetera Advisor Networks
California
$8.83M +$5.01M +56,296 +131%
GT
77
Glenmede Trust
Pennsylvania
$8.8M +$582K +6,540 +7%
SPIA
78
Steward Partners Investment Advisory
New York
$8.76M -$3.83M -43,029 -30%
IWC
79
Integrated Wealth Concepts
Massachusetts
$8.75M +$7.61M +85,478 +669%
MWM
80
Modera Wealth Management
New Jersey
$8.56M +$88K +988 +1%
KeyBank National Association
81
KeyBank National Association
Ohio
$8.53M +$591K +6,639 +7%
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$8.51M +$566K +6,357 +7%
WF
83
Williams Financial
Vermont
$8.48M +$8.48M +95,266 New
FAN
84
Financial Advisors Network
California
$8.42M +$27.1K +304 +0.3%
AMG
85
Asset Management Group
Connecticut
$8.26M +$13.1K +147 +0.2%
CW
86
CreativeOne Wealth
Kansas
$8.03M +$8.03M +90,168 New
SFP
87
Sterling Financial Planning
New Jersey
$7.83M +$296K +3,327 +4%
BL
88
BFSG LLC
California
$7.81M +$282K +3,173 +4%
EAM
89
Evanson Asset Management
California
$7.81M -$67K -753 -0.9%
IA
90
IFP Advisors
Florida
$7.8M – – –
SAF
91
Smith Anglin Financial
Texas
$7.68M +$275K +3,086 +4%
CIBC World Market
92
CIBC World Market
Ontario, Canada
$7.64M +$614K +6,891 +9%
HFBOT
93
Home Federal Bank of Tennessee
Tennessee
$7.61M -$7.57K -85 -0.1%
RFA
94
RTD Financial Advisors
Pennsylvania
$7.54M -$196K -2,203 -3%
EE
95
EWG Elevate
California
$7.32M +$7.32M +82,203 New
CAL
96
Capital Advisors Ltd
Ohio
$7.31M +$267 +3 +0%
OWA
97
One Wealth Advisors
California
$7.31M +$511K +5,745 +8%
SPC
98
Sigma Planning Corp
Michigan
$7.27M +$191K +2,151 +3%
JWBC
99
J.W. Burns & Co
New York
$7.26M +$114K +1,285 +2%
CPIG
100
Chicago Partners Investment Group
Illinois
$7.1M +$90.1K +933 +1%
2 3
4
5 6