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

728 hedge funds and large institutions have $4.1B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 232 increasing their positions, 249 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+34
Holders Change %
+4.9%
% of All Funds
11.75%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.47%
New
105
Increased
232
Reduced
249
Closed
53
Calls
$1.35M
Puts
$192K
Net Calls
+$1.16M
Net Calls Change
-$1.55M

Top Buyers

1
WA
Waverly Advisors
Alabama
+$25.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$21.7M
3
WIA
World Investment Advisors
California
+$21.7M
4
AAP
Arax Advisory Partners
Colorado
+$21.6M
5
CT
Coastline Trust
Rhode Island
+$18.6M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$47.8M
2
Morgan Stanley
Morgan Stanley
New York
-$14.4M
3
RVPG
Relative Value Partners Group
-$13.6M
4
IA
IFP Advisors
Florida
-$6.53M
5
BTI
Blue Trust Inc
Georgia
-$6.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
201
Cadent Capital Advisors
Oklahoma
$2.17M -$2.18M -23,865 -50%
PFO
202
Pathstone Family Office
New Jersey
$2.16M +$2.16M +2,528 New
AM
203
AGF Management
Ontario, Canada
$2.13M +$2.13M +23,355 New
CSWM
204
Cassady Schiller Wealth Management
Ohio
$2.11M +$286K +3,136 +16%
WB
205
WesBanco Bank
West Virginia
$2.11M +$835K +9,144 +65%
CCB
206
Country Club Bank
Missouri
$2.1M +$105K +1,151 +5%
SLT
207
St Louis Trust
Missouri
$2.1M +$541K +5,923 +35%
AF
208
Advisornet Financial
Minnesota
$2.1M +$161K +1,761 +8%
DI
209
Disciplined Investments
Oklahoma
$2.09M +$1.1K +12 +0.1%
Natixis Advisors
210
Natixis Advisors
Massachusetts
$2.08M -$1.48M -16,205 -42%
FCI
211
Financial Counselors Inc
Kansas
$2.07M -$13.9K -152 -0.7%
GIM
212
Goelzer Investment Management
Indiana
$2.02M -$321K -3,518 -14%
LF
213
LifeSteps Financial
California
$2M -$50.6K -554 -2%
WP
214
WealthSource Partners
California
$2M -$283K -3,095 -12%
PWA
215
Physician Wealth Advisors
Utah
$1.99M -$123K -1,243 -6%
PGFC
216
Peapack-Gladstone Financial Corp
New Jersey
$1.98M +$1.21M +13,270 +157%
OAM
217
Occidental Asset Management
California
$1.98M -$26.4K -289 -1%
CA
218
Cetera Advisors
Colorado
$1.98M -$1.32M -14,466 -40%
TSWM
219
Triangle Securities Wealth Management
North Carolina
$1.98M +$74.2K +813 +4%
BIM
220
Bridges Investment Management
Nebraska
$1.98M -$69.4K -760 -3%
BFG
221
Bleakley Financial Group
New Jersey
$1.94M +$1.94M +21,255 New
CAC
222
Certified Advisory Corp
Florida
$1.81M +$7.58K +83 +0.4%
DSN
223
D. Scott Neal
Kentucky
$1.75M +$4.2K +46 +0.2%
RF
224
Resolute Financial
Massachusetts
$1.71M +$39.4K +432 +2%
RA
225
Riversedge Advisors
Delaware
$1.69M -$23.6K -259 -1%
7 8
9
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