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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 %
Two Sigma Advisers
176
Two Sigma Advisers
New York
$2.83M +$2.83M +30,200 New
BAM
177
Baldrige Asset Management
Pennsylvania
$2.8M -$12.3K -131 -0.4%
TIM
178
Tortoise Investment Management
New York
$2.77M -$149K -1,595 -5%
TRCT
179
Tower Research Capital (TRC)
New York
$2.77M +$2.29M +24,431 +474%
OWA
180
One Wealth Advisors
California
$2.76M -$250K -2,676 -8%
CPA
181
Cardiff Park Advisors
California
$2.73M -$40.7K -435 -1%
ASN
182
Advisory Services Network
Georgia
$2.72M -$249K -2,660 -8%
PPC
183
Park Place Capital
Alabama
$2.63M -$116K -1,238 -4%
DT
184
Diversified Trust
Tennessee
$2.61M – – –
PP
185
PrairieView Partners
Minnesota
$2.57M -$4.77K -51 -0.2%
ATPW
186
Ashton Thomas Private Wealth
Arizona
$2.57M +$132K +1,409 +5%
HCA
187
Heck Capital Advisors
Wisconsin
$2.53M +$209K +2,235 +9%
Financial Engines Advisors
188
Financial Engines Advisors
California
$2.52M -$211K -2,251 -8%
FPIS
189
Financial Planning & Information Services
Wisconsin
$2.44M -$221K -2,363 -8%
BCM
190
Becker Capital Management
Oregon
$2.4M +$2.4M +25,611 New
SF
191
Summit Financial
New Jersey
$2.39M +$65.2K +697 +3%
WI
192
Wintrust Investments
Illinois
$2.35M +$111K +1,190 +5%
TIA
193
Tiemann Investment Advisors
California
$2.27M -$4.21K -45 -0.2%
FHC
194
First Heartland Consultants
Missouri
$2.2M -$405K -4,325 -16%
PAG
195
Private Advisor Group
New Jersey
$2.2M -$11.9K -127 -0.5%
WB
196
WesBanco Bank
West Virginia
$2.2M +$37.5K +401 +2%
RCG
197
Regatta Capital Group
California
$2.2M – – –
NSB
198
Norway Savings Bank
Maine
$2.19M -$103K -1,096 -4%
FPAS
199
Focus Partners Advisor Solutions
Missouri
$2.18M -$100K -1,068 -4%
CSWM
200
Cassady Schiller Wealth Management
Ohio
$2.17M – – –
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8
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