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

725 hedge funds and large institutions have $4.07B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 221 increasing their positions, 274 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
-3
Holders Change %
-0.41%
% of All Funds
11.61%
Holding in Top 10
18
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-37.93%
% of All Funds
0.29%
New
63
Increased
221
Reduced
274
Closed
43
Calls
$1.92M
Puts
$318K
Net Calls
+$1.6M
Net Calls Change
+$442K

Top Buyers

1
GHA
1
GW Henssler & Associates
Georgia
$26.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$106M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$51.8M
4
Cerity Partners
4
Cerity Partners
New York
$14.1M
5
Stifel Financial
5
Stifel Financial
Missouri
$35.2M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$74.6M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$80.6M
3
AAP
3
Arax Advisory Partners
Colorado
$1.5M
4
WIA
4
World Investment Advisors
California
$2.12M
5
Ameriprise
5
Ameriprise
Minnesota
$88.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
76
Sterling Financial Planning
New Jersey
$8.4M -$342K -3,659 -4%
EAM
77
Evanson Asset Management
California
$8.17M -$13.4K -143 -0.2%
SPIA
78
Steward Partners Investment Advisory
New York
$7.9M -$52K -556 -0.7%
AAS
79
Avantax Advisory Services
Texas
$7.89M +$549K +5,863 +7%
BSW
80
Buckingham Strategic Wealth
Missouri
$7.78M – – –
HFBOT
81
Home Federal Bank of Tennessee
Tennessee
$7.78M -$90.3K -965 -1%
CAL
82
Capital Advisors Ltd
Ohio
$7.76M -$21.9K -234 -0.3%
ODIJL
83
One Day In July LLC
Vermont
$7.69M +$424K +4,529 +6%
JWBC
84
J.W. Burns & Co
New York
$7.44M +$207K +2,207 +3%
FFP
85
Forbes Financial Planning
Rhode Island
$7.38M +$1.54M +16,506 +26%
MML Investors Services
86
MML Investors Services
Massachusetts
$7.3M -$1.31M -14,013 -15%
BL
87
BFSG LLC
California
$7.27M +$194K +2,077 +3%
Lido Advisors
88
Lido Advisors
California
$7.26M +$842K +9,000 +13%
RFA
89
RTD Financial Advisors
Pennsylvania
$7.26M -$68.5K -732 -0.9%
SL
90
Salomon & Ludwin
Virginia
$7.23M +$34K +363 +0.5%
KAS
91
Kestra Advisory Services
Texas
$7.12M -$6.24M -66,636 -47%
NFC
92
Northeast Financial Consultants
Connecticut
$7M -$326K -3,480 -4%
AWA
93
Arkadios Wealth Advisors
Georgia
$6.93M +$400K +4,272 +6%
Jane Street
94
Jane Street
New York
$6.84M +$6.84M +73,053 New
TFF
95
The Family Firm
Maryland
$6.6M +$29.6K +316 +0.4%
PFP
96
Pinnacle Financial Partners
Tennessee
$6.48M +$189K +2,019 +3%
IFS
97
Ifrah Financial Services
Arkansas
$6.44M +$19.1K +204 +0.3%
SPC
98
Sigma Planning Corp
Michigan
$6.31M -$1.2M -12,779 -16%
CPIG
99
Chicago Partners Investment Group
Illinois
$6.29M -$505K -5,494 -7%
VC
100
Vicus Capital
Pennsylvania
$6.22M -$1.75M -18,662 -22%
2 3
4
5 6