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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 %
PFP
101
Pinnacle Financial Partners
Tennessee
$6.14M +$388K +4,251 +7%
Bank of New York Mellon
102
Bank of New York Mellon
New York
$6.12M -$2.46M -26,947 -29%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$5.98M +$119K +1,299 +2%
JF
104
JSF Financial
California
$5.91M +$287K +3,140 +5%
APG
105
Abacus Planning Group
South Carolina
$5.87M +$1.99M +21,843 +51%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$5.85M -$2.29M -25,120 -28%
IF
107
Ironwood Financial
Arizona
$5.75M -$132K -1,442 -2%
EK
108
Evensky & Katz
Florida
$5.68M -$756K -8,278 -12%
SFO
109
Stokes Family Office
Louisiana
$5.57M -$223K -2,444 -4%
CGA
110
Crescent Grove Advisors
Illinois
$5.54M -$106K -1,161 -2%
OA
111
Operose Advisors
Wisconsin
$5.52M +$1.12M +12,318 +26%
RVPG
112
Relative Value Partners Group
$5.46M -$13.6M -149,377 -71%
FFP
113
Forbes Financial Planning
Rhode Island
$5.14M – – –
SWM
114
Soundmark Wealth Management
Washington
$5.09M -$36.8K -403 -0.7%
SPIA
115
Strategic Point Investment Advisors
Rhode Island
$5M +$44.3K +485 +0.9%
Prudential Financial
116
Prudential Financial
New Jersey
$4.97M +$567K +6,214 +13%
FMC
117
First Merchants Corp
Indiana
$4.93M -$93.4K -1,023 -2%
GLA
118
Great Lakes Advisors
Illinois
$4.9M -$86.8K -951 -2%
SWA
119
SOA Wealth Advisors
New York
$4.78M -$7.49K -82 -0.2%
PAIM
120
Punch & Associates Investment Management
Minnesota
$4.74M -$9.22K -101 -0.2%
AWP
121
Accretive Wealth Partners
New Jersey
$4.7M -$53.1K -582 -1%
SWPG
122
Strategic Wealth Partners Group
Illinois
$4.69M -$178K -1,946 -4%
CWP
123
Corepath Wealth Partners
Arizona
$4.56M +$54.4K +577 +1%
CPO
124
Cerity Partners OCIO
New York
$4.52M +$411K +4,499 +10%
Franklin Resources
125
Franklin Resources
California
$4.52M -$17.8K -195 -0.4%
3 4
5
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