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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 %
Franklin Resources
151
Franklin Resources
California
$4.42M +$7.57K +85 +0.2%
WWG
152
West Wealth Group
California
$4.33M +$4.33M +48,657 New
LFAS
153
Level Four Advisory Services
Texas
$4.32M – – –
SWA
154
SOA Wealth Advisors
New York
$4.32M +$74.8K +840 +2%
PAG
155
Private Advisor Group
New Jersey
$4.27M -$555K -6,239 -12%
CCA
156
Cadent Capital Advisors
Oklahoma
$4.27M -$50.3K -565 -1%
LFS
157
Lutz Financial Services
Nebraska
$4.26M -$13K -146 -0.3%
FHB
158
First Hawaiian Bank
Hawaii
$4.24M -$57K -640 -1%
APG
159
Abacus Planning Group
South Carolina
$4.14M +$653K +7,336 +19%
SW
160
SteelPeak Wealth
California
$4.13M +$4.13M +46,401 New
CWP
161
Corepath Wealth Partners
Arizona
$4.11M +$11.7K +134 +0.3%
JWS
162
Juncture Wealth Strategies
Arizona
$4.07M +$218K +2,445 +6%
PAI
163
Pittenger & Anderson Inc
Nebraska
$4.07M – – –
IWP
164
Icon Wealth Partners
Texas
$4.03M +$4.03M +45,264 New
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$4M +$1.57M +17,627 +64%
GT
166
Greenleaf Trust
Michigan
$3.99M +$25.8K +290 +0.7%
Cetera Investment Advisers
167
Cetera Investment Advisers
Illinois
$3.96M +$293K +3,294 +8%
MA
168
MUFG Americas
New York
$3.91M -$28.9K -325 -0.7%
OPW
169
Oxler Private Wealth
New York
$3.91M +$1.04M +11,730 +36%
FIA
170
Foundations Investment Advisors
Arizona
$3.8M +$3.8M +43,081 New
ASN
171
Advisory Services Network
Georgia
$3.79M +$990K +11,120 +35%
CA
172
Cetera Advisors
Colorado
$3.74M +$1.59M +17,889 +74%
PFG
173
PAX Financial Group
Texas
$3.73M +$3.73M +41,930 New
MCWS
174
McKinley Carter Wealth Services
West Virginia
$3.73M -$356K -4,002 -9%
SCG
175
Sonata Capital Group
Washington
$3.71M +$89 +1 +0%
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