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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$677M 7,606,330 +5,853,354 +334%
Morgan Stanley
2
Morgan Stanley
New York
$451M 5,061,950 +898,823 +22%
Bank of America
3
Bank of America
North Carolina
$402M 4,516,945 +167,231 +4%
LPL Financial
4
LPL Financial
California
$210M 2,359,855 +1,156,612 +96%
M&T Bank
5
M&T Bank
New York
$182M 2,155,958 +412,264 +24%
Wells Fargo
6
Wells Fargo
California
$177M 1,982,528 -54,106 -3%
Truist Financial
7
Truist Financial
North Carolina
$125M 1,403,396 -62,513 -4%
Ameriprise
8
Ameriprise
Minnesota
$120M 1,349,378 +292,744 +28%
RFC
9
Regions Financial Corp
Alabama
$112M 1,253,802 -213,655 -15%
UBS Group
10
UBS Group
Switzerland
$110M 1,238,326 +109,941 +10%
PS
11
Portfolio Solutions
Michigan
$101M 1,133,513 -27,101 -2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$99.7M 1,119,589 -534,086 -32%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$92.2M 1,035,227 -145,649 -12%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$85M 954,377 +947,954 +14,759%
Osaic Holdings
15
Osaic Holdings
Arizona
$78.4M 880,045 +453,506 +106%
RWA
16
RGT Wealth Advisors
Texas
$75.6M 849,304 -31,608 -4%
BFG
17
Barber Financial Group
Kansas
$74.9M 841,825 +80,574 +11%
BlackRock
18
BlackRock
New York
$73.5M 825,046 +824,640 +203,113%
UCFA
19
United Capital Financial Advisors
Texas
$71.8M 806,887 -24,377 -3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$61.7M 693,238 +218,915 +46%
PAS
21
Park Avenue Securities
New York
$55.9M 627,595 +624,049 +17,599%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$53.9M 605,701 +64,577 +12%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$52M 583,912 +205,305 +54%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$51.6M 579,269 +152,196 +36%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$50.2M 563,688 +75,139 +15%
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