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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 %
BEC
176
Blue Edge Capital
Virginia
$2.66M -$3.13M -32,968 -54%
ASN
177
Advisory Services Network
Georgia
$2.65M -$115K -1,205 -4%
Financial Engines Advisors
178
Financial Engines Advisors
California
$2.63M +$70.7K +744 +3%
PP
179
PrairieView Partners
Minnesota
$2.62M +$2.76K +29 +0.1%
SAM
180
Silvercrest Asset Management
New York
$2.59M +$2.59M +27,210 New
ATPW
181
Ashton Thomas Private Wealth
Arizona
$2.58M -$31K -326 -1%
FPIS
182
Financial Planning & Information Services
Wisconsin
$2.57M +$86.4K +909 +3%
CAM
183
Cresset Asset Management
Illinois
$2.55M +$925K +9,732 +57%
OPW
184
Oxler Private Wealth
New York
$2.52M -$1.74M -18,340 -41%
BCM
185
Becker Capital Management
Oregon
$2.44M – – –
PAG
186
Private Advisor Group
New Jersey
$2.43M +$152K +1,575 +7%
TRCT
187
Tower Research Capital (TRC)
New York
$2.42M -$391K -4,111 -14%
OAM
188
Occidental Asset Management
California
$2.41M +$340K +3,577 +16%
WI
189
Wintrust Investments
Illinois
$2.38M -$6.18K -65 -0.3%
CC
190
Courier Capital
New York
$2.37M +$875K +9,205 +58%
KDA
191
Kraft Davis & Associates
Missouri
$2.33M +$2.33M +24,008 New
BRWA
192
B. Riley Wealth Advisors
Florida
$2.27M -$612K -6,432 -21%
NCM
193
Neumann Capital Management
California
$2.26M +$95.1K +1,000 +4%
NL
194
NWAM LLC
Washington
$2.25M +$328K +3,446 +17%
AF
195
Advisornet Financial
Minnesota
$2.23M +$58.4K +614 +3%
CCA
196
Cadent Capital Advisors
Oklahoma
$2.22M +$23.1K +243 +1%
TIA
197
Tiemann Investment Advisors
California
$2.21M -$94K -988 -4%
CSWM
198
Cassady Schiller Wealth Management
Ohio
$2.2M – – –
Natixis Advisors
199
Natixis Advisors
Massachusetts
$2.18M +$21.6K +227 +1%
PGFC
200
Peapack-Gladstone Financial Corp
New Jersey
$2.18M +$153K +1,609 +8%
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