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

709 hedge funds and large institutions have $5.94B invested in iShares S&P Small-Cap 600 Value ETF in 2021 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 220 increasing their positions, 205 reducing their positions, and 51 closing their positions.

Holders
709
Holders Change
+72
Holders Change %
+11.3%
% of All Funds
10.95%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.43%
New
135
Increased
220
Reduced
205
Closed
51
Calls
$7.2M
Puts
$8.85M
Net Calls
-$1.65M
Net Calls Change
-$4.36M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$423M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$144M
3
WIA
3
World Investment Advisors
California
$16.8M
4
RFC
4
Regions Financial Corp
Alabama
$149M
5
M&T Bank
5
M&T Bank
New York
$156M

Top Sellers

1
EWA
1
Exencial Wealth Advisors
Oklahoma
$31.8M
2
MWM
2
Merriman Wealth Management
Washington
$8.12M
3
BFG
3
Barber Financial Group
Kansas
$1.73M
4
LPL Financial
4
LPL Financial
California
$130M
5
Wells Fargo
5
Wells Fargo
California
$210M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$5.96M 57,058 +1,955 +4%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$5.94M 56,835 +9,219 +19%
SWM
103
Soundmark Wealth Management
Washington
$5.92M 56,659 -29,707 -34%
FMC
104
First Merchants Corp
Indiana
$5.88M 56,278 -1,037 -2%
FFP
105
Forbes Financial Planning
Rhode Island
$5.7M 54,532 +54,532 New
MCWS
106
McKinley Carter Wealth Services
West Virginia
$5.69M 54,456 -12,340 -18%
GLA
107
Great Lakes Advisors
Illinois
$5.55M 53,060 -539 -1%
CA
108
Centerpoint Advisors
Massachusetts
$5.53M 52,956 -774 -1%
Comerica Bank
109
Comerica Bank
Texas
$5.3M 52,707 -2,470 -4%
MWA
110
MFA Wealth Advisors
Pennsylvania
$5.25M 50,219 +2,013 +4%
AWP
111
Accretive Wealth Partners
New Jersey
$5.21M 49,902 +1,609 +3%
Franklin Resources
112
Franklin Resources
California
$5.18M 49,581 -906 -2%
EWM
113
Empirical Wealth Management
Washington
$5.17M 49,510 -2,054 -4%
SWPG
114
Strategic Wealth Partners Group
Illinois
$5.15M 49,289 +309 +0.6%
CS
115
Comerica Securities
Michigan
$5.15M 49,273 +1,986 +4%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$5.14M 49,175 +225 +0.5%
LFAS
117
Level Four Advisory Services
Texas
$5.09M 48,705 +564 +1%
FHB
118
First Hawaiian Bank
Hawaii
$5.07M 48,549 -1,330 -3%
LFS
119
Lutz Financial Services
Nebraska
$5.02M 48,028 +126 +0.3%
CPO
120
Cerity Partners OCIO
New York
$5M 47,862 -3,189 -6%
AAS
121
Avantax Advisory Services
Texas
$4.97M 47,516 -12,797 -21%
MA
122
MUFG Americas
New York
$4.93M 47,159 -1,879 -4%
SWA
123
SOA Wealth Advisors
New York
$4.93M 47,126 +1,071 +2%
AF
124
Allworth Financial
California
$4.89M 46,821 -563 -1%
CWP
125
Corepath Wealth Partners
Arizona
$4.87M 46,177 +832 +2%
3 4
5
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