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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
11.6%
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 %
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$3.88M -$101K -1,076 -3%
Northern Trust
152
Northern Trust
Illinois
$3.8M +$45.1K +482 +1%
SS
153
Simplicity Solutions
Minnesota
$3.77M +$3.77M +40,325 New
UWPG
154
Ullmann Wealth Partners Group
Florida
$3.77M -$51.9K -555 -1%
IWC
155
Integrated Wealth Concepts
Massachusetts
$3.76M +$2.5M +26,707 +198%
LCM
156
Liberty Capital Management
Michigan
$3.76M +$141K +1,510 +4%
LC
157
LTG Capital
Massachusetts
$3.63M -$79.7K -853 -2%
OC
158
Oarsman Capital
Wisconsin
$3.59M +$41.6K +445 +1%
RC
159
Rovin Capital
Arizona
$3.59M +$523K +5,588 +17%
NFG
160
Northeast Financial Group
Pennsylvania
$3.54M -$16.2K -159 -0.5%
LSA
161
Lansing Street Advisors
Pennsylvania
$3.53M +$828K +8,849 +31%
SAM
162
Stone Asset Management
Texas
$3.52M -$4.91M -52,473 -58%
TYCC
163
Texas Yale Capital Corp
Florida
$3.46M – – –
DIP
164
DT Investment Partners
Pennsylvania
$3.46M – – –
BFM
165
Broadview Financial Management
Wisconsin
$3.42M +$9.36K +100 +0.3%
MCWS
166
McKinley Carter Wealth Services
West Virginia
$3.41M -$232K -2,475 -6%
KPWS
167
Kestra Private Wealth Services
Texas
$3.36M +$3.36M +35,929 New
AF
168
Allworth Financial
California
$3.28M -$41K -438 -1%
BP
169
Ballentine Partners
Massachusetts
$3.17M -$36.5K -390 -1%
CFA
170
Cahill Financial Advisors
Minnesota
$3.07M +$224K +2,394 +8%
JWS
171
Juncture Wealth Strategies
Arizona
$3.05M -$191K -2,042 -6%
RSWM
172
Robertson Stephens Wealth Management
California
$3.01M +$82.8K +885 +3%
PA
173
Pinnacle Associates
New York
$2.93M -$159K -1,697 -5%
GLLW
174
Graves Light Lenhart Wealth
Virginia
$2.91M +$70.9K +758 +2%
BRWA
175
B. Riley Wealth Advisors
Florida
$2.84M -$1.01M -10,752 -26%
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