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

790 hedge funds and large institutions have $5.71B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 326 increasing their positions, 181 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
790
Holders Change
+55
Holders Change %
+7.48%
% of All Funds
13.36%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.49%
New
137
Increased
326
Reduced
181
Closed
70
Calls
$1.4M
Puts
$971K
Net Calls
+$428K
Net Calls Change
-$1.41M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$677M
2
LPL Financial
2
LPL Financial
California
$210M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$85M
4
Morgan Stanley
4
Morgan Stanley
New York
$451M
5
BlackRock
5
BlackRock
New York
$73.5M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$26.6M
2
MWM
2
Merriman Wealth Management
Washington
$261K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$99.7M
4
AAP
4
Arax Advisory Partners
Colorado
$0
5
RFC
5
Regions Financial Corp
Alabama
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
201
Scarborough Advisors
Maryland
$3.22M +$3.22M +36,131 New
EWA
202
EP Wealth Advisors
California
$3.15M -$232K -2,605 -7%
HF
203
HRT Financial
New York
$3.14M +$2.34M +26,324 +293%
BP
204
Ballentine Partners
Massachusetts
$3.12M – – –
CFA
205
Cahill Financial Advisors
Minnesota
$3.07M +$2.11M +23,756 +222%
AWA
206
Arkadios Wealth Advisors
Georgia
$3.06M +$1.39M +15,581 +83%
TSA
207
Tri-Star Advisors
Texas
$2.99M +$2.99M +33,199 New
CPA
208
Cardiff Park Advisors
California
$2.96M -$16.9K -190 -0.6%
KFS
209
Kelly Financial Services
Massachusetts
$2.87M +$2.85M +31,975 +13,105%
MFG
210
Merit Financial Group
Georgia
$2.81M +$2.81M +31,601 New
TIM
211
Tortoise Investment Management
New York
$2.8M -$3.29K -37 -0.1%
MA
212
Mutual Advisors
Nebraska
$2.8M +$1.38M +15,445 +97%
UWPG
213
Ullmann Wealth Partners Group
Florida
$2.74M -$110K -1,232 -4%
GLLW
214
Graves Light Lenhart Wealth
Virginia
$2.74M +$806K +9,052 +42%
BAM
215
Baldrige Asset Management
Pennsylvania
$2.72M -$141K -1,579 -5%
CFGS
216
Concourse Financial Group Securities
Alabama
$2.72M +$2.36M +26,475 +659%
CCMG
217
Clark Capital Management Group
Pennsylvania
$2.65M +$2.65M +29,771 New
GW
218
GW & Wade
Massachusetts
$2.62M +$52.2K +586 +2%
AF
219
Advisornet Financial
Minnesota
$2.6M +$749K +8,407 +40%
SF
220
Summit Financial
New Jersey
$2.58M +$388K +4,355 +18%
Financial Engines Advisors
221
Financial Engines Advisors
California
$2.57M -$98.3K -1,105 -4%
PP
222
PrairieView Partners
Minnesota
$2.52M -$25.1K -282 -1%
BWP
223
Bernardo Wealth Planning
Pennsylvania
$2.51M +$2.51M +28,193 New
NSB
224
Norway Savings Bank
Maine
$2.46M -$62.3K -699 -2%
LWM
225
Liberty Wealth Management
California
$2.45M +$2.45M +27,548 New
7 8
9
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