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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
Waverly Advisors
Alabama
$26.8M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$27.1M
3
WIA
World Investment Advisors
California
$22.1M
4
AAP
Arax Advisory Partners
Colorado
$21.6M
5
CT
Coastline Trust
Rhode Island
$18.6M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$13.3M
2
Morgan Stanley
Morgan Stanley
New York
$371M
3
RVPG
Relative Value Partners Group
$5.46M
4
IA
IFP Advisors
Florida
$1.27M
5
BTI
Blue Trust Inc
Georgia
$200K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
126
Larson Financial Group
Missouri
$4.49M +$2.21M +24,237 +97%
EWM
127
Empirical Wealth Management
Washington
$4.46M -$13.7K -150 -0.3%
LFAS
128
Level Four Advisory Services
Texas
$4.43M +$18.3K +200 +0.4%
CA
129
Centerpoint Advisors
Massachusetts
$4.4M -$210K -2,298 -5%
RFM
130
Royal Fund Management
Florida
$4.37M -$1.09M -11,896 -20%
UB
131
UMB Bank
Missouri
$4.31M -$600K -6,570 -12%
LFS
132
Lutz Financial Services
Nebraska
$4.3M -$54.6K -598 -1%
IPW
133
Intergy Private Wealth
Colorado
$4.27M +$511K +5,592 +14%
CS
134
Comerica Securities
Michigan
$4.27M +$182K +1,994 +4%
SFS
135
Sowell Financial Services
Arkansas
$4.27M +$128K +1,407 +3%
CAN
136
Cetera Advisor Networks
California
$4.24M -$860K -9,416 -17%
PAI
137
Pittenger & Anderson Inc
Nebraska
$4.17M – – –
FHB
138
First Hawaiian Bank
Hawaii
$4.13M -$61.4K -672 -1%
AWS
139
Atria Wealth Solutions
New York
$4.11M +$774K +8,481 +23%
GW
140
GW & Wade
Massachusetts
$4.11M +$1.41M +15,403 +52%
GT
141
Greenleaf Trust
Michigan
$4.06M +$8.31K +91 +0.2%
OPW
142
Oxler Private Wealth
New York
$4M -$135K -1,477 -3%
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$3.94M +$1.92M +21,030 +95%
QC
144
Quent Capital
New York
$3.91M +$72.8K +797 +2%
PFGIA
145
Patriot Financial Group Insurance Agency
Massachusetts
$3.88M -$8.13K -89 -0.2%
SCA
146
Southern Capital Advisors
Tennessee
$3.88M +$3.88M +42,476 New
SCG
147
Sonata Capital Group
Washington
$3.8M -$8.04K -88 -0.2%
BRWA
148
B. Riley Wealth Advisors
Florida
$3.75M +$381K +4,168 +11%
RA
149
Rodgers & Associates
Pennsylvania
$3.74M +$90.9K +995 +2%
UWPG
150
Ullmann Wealth Partners Group
Florida
$3.73M -$30.5K -334 -0.8%
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