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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 %
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$4.79M -$1.21M -12,910 -20%
SWPG
127
Strategic Wealth Partners Group
Illinois
$4.78M +$212K +2,381 +5%
AWS
128
Atria Wealth Solutions
New York
$4.74M +$526K +5,623 +12%
PAIM
129
Punch & Associates Investment Management
Minnesota
$4.72M -$134K -1,437 -3%
Franklin Resources
130
Franklin Resources
California
$4.63M -$4.68K -50 -0.1%
LFAS
131
Level Four Advisory Services
Texas
$4.61M +$70.3K +751 +2%
LFG
132
Larson Financial Group
Missouri
$4.56M -$44.5K -476 -1%
IPW
133
Intergy Private Wealth
Colorado
$4.52M +$144K +1,542 +3%
CWP
134
Corepath Wealth Partners
Arizona
$4.52M +$76.2K +828 +2%
CAN
135
Cetera Advisor Networks
California
$4.49M +$143K +1,524 +3%
LFS
136
Lutz Financial Services
Nebraska
$4.35M -$56.1K -599 -1%
Cetera Investment Advisers
137
Cetera Investment Advisers
Illinois
$4.34M +$300K +3,206 +7%
CA
138
Centerpoint Advisors
Massachusetts
$4.33M -$185K -1,975 -4%
PAI
139
Pittenger & Anderson Inc
Nebraska
$4.28M – – –
GW
140
GW & Wade
Massachusetts
$4.27M +$58.1K +621 +1%
EWM
141
Empirical Wealth Management
Washington
$4.25M -$321K -3,433 -7%
SCA
142
Southern Capital Advisors
Tennessee
$4.2M +$225K +2,402 +6%
OPW
143
Oxler Private Wealth
New York
$4.19M +$92.2K +985 +2%
GT
144
Greenleaf Trust
Michigan
$4.15M -$6.46K -69 -0.2%
FHB
145
First Hawaiian Bank
Hawaii
$4.15M -$83.3K -890 -2%
UB
146
UMB Bank
Missouri
$4.12M -$295K -3,148 -7%
QC
147
Quent Capital
New York
$4.05M +$37.7K +403 +0.9%
RA
148
Rodgers & Associates
Pennsylvania
$3.95M +$117K +1,248 +3%
PA
149
Parallel Advisors
California
$3.9M +$180K +1,920 +5%
SCG
150
Sonata Capital Group
Washington
$3.88M -$9.36K -100 -0.2%
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