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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 %
AAS
101
Avantax Advisory Services
Texas
$6.88M +$35.9K +403 +0.5%
BEC
102
Blue Edge Capital
Virginia
$6.87M +$241K +2,705 +4%
EK
103
Evensky & Katz
Florida
$6.85M -$718K -8,061 -9%
SL
104
Salomon & Ludwin
Virginia
$6.8M -$45.4K -510 -0.7%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$6.72M +$4.2M +47,169 +167%
CS
106
Comerica Securities
Michigan
$6.65M +$2.34M +26,313 +54%
AI
107
Atria Investments
North Carolina
$6.59M +$6.59M +73,967 New
MGIA
108
Moneta Group Investment Advisors
Missouri
$6.49M +$4.27M +47,968 +193%
UB
109
UMB Bank
Missouri
$6.38M -$139K -1,561 -2%
IFS
110
Ifrah Financial Services
Arkansas
$6.32M -$92.2K -1,036 -1%
BRWA
111
B. Riley Wealth Advisors
Florida
$6.31M +$2.95M +33,084 +88%
MSWMA
112
Market Street Wealth Management Advisors
Indiana
$6.26M +$4.32M +48,501 +223%
US Bancorp
113
US Bancorp
Minnesota
$6.18M -$2.49K -28 -0%
Jane Street
114
Jane Street
New York
$6.17M +$4.3M +48,337 +231%
TFF
115
The Family Firm
Maryland
$6.02M +$24K +270 +0.4%
SAM
116
Stone Asset Management
Texas
$5.99M +$311K +3,496 +5%
VC
117
Vicus Capital
Pennsylvania
$5.94M +$5.94M +66,778 New
PFA
118
Pettinga Financial Advisors
Indiana
$5.88M +$5.88M +66,010 New
NAM
119
NorthCrest Asset Manangement
Minnesota
$5.82M +$5.82M +65,354 New
IF
120
Ironwood Financial
Arizona
$5.72M -$39.6K -445 -0.7%
SFO
121
Stokes Family Office
Louisiana
$5.72M +$29.2K +328 +0.5%
BSW
122
Buckingham Strategic Wealth
Missouri
$5.67M +$1.62M +18,210 +40%
Comerica Bank
123
Comerica Bank
Texas
$5.64M +$265K +2,879 +5%
PFP
124
Pinnacle Financial Partners
Tennessee
$5.51M -$38.9K -437 -0.7%
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$5.47M +$364K +4,086 +7%
3 4
5
6 7