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

728 hedge funds and large institutions have $4.1B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 232 increasing their positions, 249 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+34
Holders Change %
+4.9%
% of All Funds
11.75%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.47%
New
105
Increased
232
Reduced
249
Closed
53
Calls
$1.35M
Puts
$192K
Net Calls
+$1.16M
Net Calls Change
-$1.55M

Top Buyers

1
WA
1
Waverly Advisors
Alabama
$26.8M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$27.1M
3
WIA
3
World Investment Advisors
California
$22.1M
4
AAP
4
Arax Advisory Partners
Colorado
$21.6M
5
CT
5
Coastline Trust
Rhode Island
$18.6M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$13.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$371M
3
RVPG
3
Relative Value Partners Group
$5.46M
4
IA
4
IFP Advisors
Florida
$1.27M
5
BTI
5
Blue Trust Inc
Georgia
$200K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
76
Stone Asset Management
Texas
$8.23M +$271K +2,969 +3%
EAM
77
Evanson Asset Management
California
$7.98M -$15.1K -165 -0.2%
CCWM
78
Cassaday & Co Wealth Management
Virginia
$7.81M +$7.81M +85,571 New
BSW
79
Buckingham Strategic Wealth
Missouri
$7.78M +$466K +5,100 +6%
VC
80
Vicus Capital
Pennsylvania
$7.77M +$1.24M +13,624 +19%
SPIA
81
Steward Partners Investment Advisory
New York
$7.76M +$352K +3,854 +5%
CPIG
82
Chicago Partners Investment Group
Illinois
$7.73M +$12.7K +121 +0.2%
HFBOT
83
Home Federal Bank of Tennessee
Tennessee
$7.68M -$99.9K -1,094 -1%
CAL
84
Capital Advisors Ltd
Ohio
$7.59M +$127K +1,387 +2%
MGIA
85
Moneta Group Investment Advisors
Missouri
$7.59M -$431K -4,214 -5%
SPC
86
Sigma Planning Corp
Michigan
$7.32M -$242K -2,646 -3%
BEC
87
Blue Edge Capital
Virginia
$7.22M +$270K +2,959 +4%
AAS
88
Avantax Advisory Services
Texas
$7.16M +$430K +4,706 +6%
NFC
89
Northeast Financial Consultants
Connecticut
$7.15M -$1.88M -20,600 -21%
RFA
90
RTD Financial Advisors
Pennsylvania
$7.15M +$285K +3,121 +4%
ODIJL
91
One Day In July LLC
Vermont
$7.09M +$863K +9,454 +14%
JWBC
92
J.W. Burns & Co
New York
$7.06M -$118K -1,292 -2%
SL
93
Salomon & Ludwin
Virginia
$7.02M -$53.9K -590 -0.8%
BL
94
BFSG LLC
California
$6.9M -$916K -10,027 -12%
TFF
95
The Family Firm
Maryland
$6.42M +$146K +1,598 +2%
PA
96
Paragon Advisors
Texas
$6.4M +$5.04M +55,245 +373%
AWA
97
Arkadios Wealth Advisors
Georgia
$6.37M +$1.65M +18,082 +35%
IFS
98
Ifrah Financial Services
Arkansas
$6.26M +$25.1K +275 +0.4%
Lido Advisors
99
Lido Advisors
California
$6.26M -$2.31M -25,325 -27%
1IA
100
1834 Investment Advisors
Wisconsin
$6.16M -$309K -3,380 -5%
2 3
4
5 6