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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 %
PFA
151
Petra Financial Advisors
Colorado
$3.73M +$3.73M +40,805 New
Northern Trust
152
Northern Trust
Illinois
$3.66M +$127K +1,388 +4%
PA
153
Parallel Advisors
California
$3.63M -$91 -1 -0%
LC
154
LTG Capital
Massachusetts
$3.62M +$2.38M +26,119 +193%
MCWS
155
McKinley Carter Wealth Services
West Virginia
$3.56M +$16.9K +185 +0.5%
LCM
156
Liberty Capital Management
Michigan
$3.53M -$195K -2,139 -5%
DIP
157
DT Investment Partners
Pennsylvania
$3.46M – – –
OC
158
Oarsman Capital
Wisconsin
$3.46M -$80.2K -878 -2%
FCFC
159
First Citizens Financial Corp
Iowa
$3.44M +$26.6K +291 +0.8%
AWM
160
AE Wealth Management
Kansas
$3.39M -$3.14M -34,415 -48%
TYCC
161
Texas Yale Capital Corp
Florida
$3.38M -$137K -1,500 -4%
BFM
162
Broadview Financial Management
Wisconsin
$3.32M -$274K -3,006 -8%
AF
163
Allworth Financial
California
$3.24M -$189K -2,073 -6%
NFG
164
Northeast Financial Group
Pennsylvania
$3.18M +$3.18M +34,825 New
JWS
165
Juncture Wealth Strategies
Arizona
$3.16M -$51.8K -567 -2%
BP
166
Ballentine Partners
Massachusetts
$3.13M -$68.5K -750 -2%
FAIM
167
Financial Advocates Investment Management
Washington
$3.03M +$2.48M +59,713 +453%
PA
168
Pinnacle Associates
New York
$3.02M -$44.6K -488 -1%
RC
169
Rovin Capital
Arizona
$2.99M +$1.51M +16,511 +102%
GJIA
170
Glass Jacobson Investment Advisors
Maryland
$2.95M +$2.95M +32,362 New
OWA
171
One Wealth Advisors
California
$2.93M +$2.93M +32,135 New
ASN
172
Advisory Services Network
Georgia
$2.9M +$74.7K +818 +3%
RSWM
173
Robertson Stephens Wealth Management
California
$2.85M +$165K +1,806 +6%
TIM
174
Tortoise Investment Management
New York
$2.85M -$34K -372 -1%
CFA
175
Cahill Financial Advisors
Minnesota
$2.78M -$836K -9,156 -23%
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