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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

732 hedge funds and large institutions have $4.11B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
11.54%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.33%
New
55
Increased
215
Reduced
280
Closed
37
Calls
$1.74M
Puts
$295K
Net Calls
+$1.45M
Net Calls Change
-$156K

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
$94.3M
2
MWM
Modera Wealth Management
New Jersey
$77.3M
3
Lido Advisors
Lido Advisors
California
$12.6M
4
Cerity Partners
Cerity Partners
New York
$19M
5
PFA
Petra Financial Advisors
Colorado
$4.34M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.73M
2
Ameriprise
Ameriprise
Minnesota
$66.4M
3
UBS Group
UBS Group
Switzerland
$106M
4
Bank of America
Bank of America
North Carolina
$331M
5
CT
Coastline Trust
Rhode Island
$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCG
151
Sonata Capital Group
Washington
$3.84M -$104K -1,094 -3%
DIP
152
DT Investment Partners
Pennsylvania
$3.81M – – –
AWM
153
AE Wealth Management
Kansas
$3.78M -$2.49M -26,149 -40%
EWA
154
EP Wealth Advisors
California
$3.77M -$6.3M -61,325 -63%
Northern Trust
155
Northern Trust
Illinois
$3.75M -$104K -1,089 -3%
LC
156
LTG Capital
Massachusetts
$3.69M +$4.95K +52 +0.1%
UWPG
157
Ullmann Wealth Partners Group
Florida
$3.57M -$259K -2,719 -7%
TYCC
158
Texas Yale Capital Corp
Florida
$3.52M – – –
BFM
159
Broadview Financial Management
Wisconsin
$3.44M -$29.2K -307 -0.8%
MCWS
160
McKinley Carter Wealth Services
West Virginia
$3.34M -$131K -1,380 -4%
CFA
161
Cahill Financial Advisors
Minnesota
$3.32M +$200K +2,106 +6%
AF
162
Allworth Financial
California
$3.26M -$69.7K -733 -2%
BP
163
Ballentine Partners
Massachusetts
$3.22M – – –
GJIA
164
Glass Jacobson Investment Advisors
Maryland
$3.12M +$3.12M +32,847 New
GLLW
165
Graves Light Lenhart Wealth
Virginia
$3.12M +$160K +1,686 +5%
PA
166
Pinnacle Associates
New York
$2.94M -$43.1K -453 -1%
CT
167
Coastline Trust
Rhode Island
$2.93M -$15.1M -158,383 -84%
HF
168
HRT Financial
New York
$2.89M +$2.89M +30,404 New
OC
169
Oarsman Capital
Wisconsin
$2.83M -$821K -8,631 -23%
TIM
170
Tortoise Investment Management
New York
$2.8M -$19.5K -205 -0.7%
OWA
171
One Wealth Advisors
California
$2.78M -$17.2K -181 -0.6%
CPA
172
Cardiff Park Advisors
California
$2.78M +$2.85K +30 +0.1%
DT
173
Diversified Trust
Tennessee
$2.73M +$80.8K +850 +3%
Thrivent Financial for Lutherans
174
Thrivent Financial for Lutherans
Minnesota
$2.73M -$26.8M -281,927 -91%
PPC
175
Park Place Capital
Alabama
$2.69M +$20.4K +215 +0.8%
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