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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 %
JF
101
JSF Financial
California
$6.2M +$144K +1,536 +2%
AWM
102
AE Wealth Management
Kansas
$6.16M +$2.69M +28,738 +77%
1IA
103
1834 Investment Advisors
Wisconsin
$5.95M -$358K -3,828 -6%
IF
104
Ironwood Financial
Arizona
$5.93M +$33.2K +355 +0.6%
NAM
105
NorthCrest Asset Manangement
Minnesota
$5.86M +$5.86M +62,642 New
CS
106
Comerica Securities
Michigan
$5.83M +$1.45M +15,469 +33%
SFO
107
Stokes Family Office
Louisiana
$5.79M +$79.6K +850 +1%
CGA
108
Crescent Grove Advisors
Illinois
$5.77M +$92.5K +988 +2%
Bank of New York Mellon
109
Bank of New York Mellon
New York
$5.76M -$507K -5,420 -8%
BEC
110
Blue Edge Capital
Virginia
$5.7M -$1.7M -18,170 -23%
APG
111
Abacus Planning Group
South Carolina
$5.62M -$390K -4,170 -6%
PA
112
Paragon Advisors
Texas
$5.44M -$1.12M -11,937 -17%
EK
113
Evensky & Katz
Florida
$5.17M -$647K -6,914 -11%
SPIA
114
Strategic Point Investment Advisors
Rhode Island
$5.12M -$11.7K -125 -0.2%
OA
115
Operose Advisors
Wisconsin
$5.09M -$568K -6,066 -10%
JAG
116
Journey Advisory Group
Kentucky
$5.09M +$5.09M +54,349 New
GLA
117
Great Lakes Advisors
Illinois
$5.09M +$61.8K +660 +1%
FMC
118
First Merchants Corp
Indiana
$5.05M -$2.9K -31 -0.1%
SWM
119
Soundmark Wealth Management
Washington
$5.05M -$170K -1,817 -3%
AWE
120
Avidian Wealth Enterprises
Texas
$5.03M +$4.63M +49,468 +1,165%
RFM
121
Royal Fund Management
Florida
$4.9M +$421K +4,500 +9%
CCWM
122
Cassaday & Co Wealth Management
Virginia
$4.89M -$3.12M -33,370 -39%
AWP
123
Accretive Wealth Partners
New Jersey
$4.87M +$54.1K +578 +1%
SWA
124
SOA Wealth Advisors
New York
$4.85M -$44.5K -476 -0.9%
SFS
125
Sowell Financial Services
Arkansas
$4.81M +$440K +4,704 +10%
3 4
5
6 7