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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 %
SF
201
Summit Financial
New Jersey
$2.16M -$265K -2,790 -11%
FCI
202
Financial Counselors Inc
Kansas
$2.15M -$4.09K -43 -0.2%
AWM
203
Apollon Wealth Management
South Carolina
$2.14M +$508K +5,338 +31%
HNB
204
Huntington National Bank
Ohio
$2.11M -$1.32M – –
NSB
205
Norway Savings Bank
Maine
$2.1M -$123K -1,290 -6%
CCB
206
Country Club Bank
Missouri
$2.1M -$81.2K -854 -4%
GIM
207
Goelzer Investment Management
Indiana
$2.1M +$1.05K +11 +0%
AM
208
AGF Management
Ontario, Canada
$2.09M -$68.5K -720 -3%
WB
209
WesBanco Bank
West Virginia
$2.05M -$187K -1,968 -8%
SIA
210
Soltis Investment Advisors
Utah
$2.04M +$825K +8,671 +68%
LF
211
LifeSteps Financial
California
$2.03M -$15.5K -163 -0.8%
TSWM
212
Triangle Securities Wealth Management
North Carolina
$2M +$4.95K +52 +0.2%
BIM
213
Bridges Investment Management
Nebraska
$1.99M -$28K -294 -1%
IPW
214
Intergy Private Wealth
Colorado
$1.98M -$2.61M -27,485 -57%
FPAS
215
Focus Partners Advisor Solutions
Missouri
$1.93M -$279K -2,935 -13%
CAC
216
Certified Advisory Corp
Florida
$1.9M -$3.42K -36 -0.2%
WP
217
WealthSource Partners
California
$1.88M -$3.71K -39 -0.2%
Two Sigma Advisers
218
Two Sigma Advisers
New York
$1.87M -$998K -10,500 -35%
SLT
219
St Louis Trust
Missouri
$1.87M +$7.8K +82 +0.4%
MFG
220
Mainsail Financial Group
Washington
$1.84M +$28.6K +301 +2%
ABC
221
Associated Banc-Corp
Wisconsin
$1.83M +$149K +1,566 +9%
EH
222
Equitable Holdings
New York
$1.79M +$193K +2,034 +12%
JWS
223
Juncture Wealth Strategies
Arizona
$1.78M -$1.31M -13,815 -42%
MCA
224
MSH Capital Advisors
Arizona
$1.77M +$48K +505 +3%
Citigroup
225
Citigroup
New York
$1.71M -$123K -1,296 -7%
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