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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 %
CCA
201
Cadent Capital Advisors
Oklahoma
$2.16M -$69.9K -747 -3%
DI
202
Disciplined Investments
Oklahoma
$2.14M +$1.59K +17 +0.1%
AF
203
Advisornet Financial
Minnesota
$2.14M -$12.6K -135 -0.6%
NCM
204
Neumann Capital Management
California
$2.13M -$122K -1,300 -5%
Natixis Advisors
205
Natixis Advisors
Massachusetts
$2.13M -$7.11K -76 -0.3%
FCI
206
Financial Counselors Inc
Kansas
$2.12M +$7.21K +77 +0.3%
WIA
207
World Investment Advisors
California
$2.12M -$20.5M -219,040 -91%
AM
208
AGF Management
Ontario, Canada
$2.12M -$63.2K -675 -3%
CCB
209
Country Club Bank
Missouri
$2.11M -$7.99K -87 -0.4%
GIM
210
Goelzer Investment Management
Indiana
$2.06M -$6.65K -71 -0.3%
IA
211
IFP Advisors
Florida
$2.05M +$790K +4,832 +63%
OAM
212
Occidental Asset Management
California
$2.03M +$4.21K +45 +0.2%
LF
213
LifeSteps Financial
California
$2.01M -$39.2K -419 -2%
PGFC
214
Peapack-Gladstone Financial Corp
New Jersey
$1.99M -$39.3K -420 -2%
TAM
215
TCP Asset Management
Ohio
$1.99M +$1.99M +21,254 New
BIM
216
Bridges Investment Management
Nebraska
$1.98M -$41.5K -443 -2%
TSWM
217
Triangle Securities Wealth Management
North Carolina
$1.96M -$65.1K -696 -3%
NL
218
NWAM LLC
Washington
$1.89M -$385K -4,112 -17%
CAC
219
Certified Advisory Corp
Florida
$1.88M +$27.1K +290 +1%
WP
220
WealthSource Partners
California
$1.86M -$193K -2,058 -9%
PCIA
221
Prime Capital Investment Advisors
Kansas
$1.84M +$1.84M +19,670 New
SLT
222
St Louis Trust
Missouri
$1.83M -$320K -3,417 -15%
Citigroup
223
Citigroup
New York
$1.81M +$130K +1,394 +8%
MFG
224
Mainsail Financial Group
Washington
$1.76M -$571K -6,169 -24%
RA
225
Riversedge Advisors
Delaware
$1.74M +$10.1K +108 +0.6%
7 8
9
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