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iShares S&P Small-Cap 600 Value ETF

571 hedge funds and large institutions have $4.05B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 127 increasing their positions, 217 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+95
Holders Change %
+19.96%
% of All Funds
10.13%
Holding in Top 10
27
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+80%
% of All Funds
0.48%
New
131
Increased
127
Reduced
217
Closed
27
Calls
$2.58M
Puts
$1.44M
Net Calls
+$1.14M
Net Calls Change
+$735K
Name Holding Trade Value Shares
Change
Shares
Change %
CC
226
Courier Capital
New York
$1.02M -$998K -12,277 -49%
EDRIA
227
Edmonds Duncan Registered Investment Advisors
Kansas
$1M +$50K +542 +5%
FAIM
228
Financial Advocates Investment Management
Washington
$995K -$420 -5 -0%
CW
229
CreativeOne Wealth
Kansas
$982K -$1.82M -22,372 -65%
PWM
230
PRW Wealth Management
Massachusetts
$976K +$976K +12,000 New
CFA
231
Cahill Financial Advisors
Minnesota
$973K -$124K -1,528 -11%
NFP
232
Novak Financial Planning
Maryland
$973K +$973K +11,971 New
PIMG
233
Patriot Investment Management Group
Tennessee
$965K -$150K -1,848 -13%
BFA
234
Bragg Financial Advisors
North Carolina
$965K -$48.8K -600 -5%
PWAP
235
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$962K +$962K +11,830 New
CWM
236
Concentric Wealth Management
California
$961K +$9.02K +111 +0.9%
CSA
237
Cottage Street Advisors
Massachusetts
$956K +$646K +7,950 +209%
BSB
238
Bangor Savings Bank
Maine
$955K -$5.85K -72 -0.6%
SFG
239
SNS Financial Group
Minnesota
$927K -$7.48K -92 -0.8%
BWA
240
Beam Wealth Advisors
Louisiana
$916K +$916K +11,261 New
LWP
241
Lumature Wealth Partners
Georgia
$911K +$911K +11,206 New
SWP
242
Stratos Wealth Partners
Ohio
$909K -$13.9K -171 -2%
WCWM
243
Willow Creek Wealth Management
California
$908K
IA
244
IFP Advisors
Florida
$907K +$8.68K +107 +1%
TFA
245
Tobias Financial Advisors
Florida
$904K -$12.7K -156 -1%
PA
246
Planning Alternatives
Michigan
$896K -$4.06K -50 -0.5%
SIA
247
Soltis Investment Advisors
Utah
$869K -$20.9K -257 -2%
PWP
248
Personal Wealth Partners
Minnesota
$862K -$86.9K -1,068 -9%
CSPIA
249
Cary Street Partners Investment Advisory
Virginia
$860K -$44.1K -542 -5%
APW
250
Aurora Private Wealth
New Jersey
$859K +$13.6K +167 +2%