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

642 hedge funds and large institutions have $5.58B invested in iShares S&P Small-Cap 600 Value ETF in 2021 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 178 increasing their positions, 221 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
Holders Change
+71
Holders Change %
+12.43%
% of All Funds
11.3%
Holding in Top 10
40
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+48.15%
% of All Funds
0.7%
New
111
Increased
178
Reduced
221
Closed
33
Calls
$2.7M
Puts
$2M
Net Calls
+$695K
Net Calls Change
-$445K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$119M
2
Ameriprise
Ameriprise
Minnesota
+$64.8M
3
Wells Fargo
Wells Fargo
California
+$54.9M
4
BFG
Barber Financial Group
Kansas
+$52.2M
5
Morgan Stanley
Morgan Stanley
New York
+$50.3M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$144M
2
Stifel Financial
Stifel Financial
Missouri
-$90.6M
3
WIA
World Investment Advisors
California
-$32.5M
4
UCFA
United Capital Financial Advisors
Texas
-$10.7M
5
FI
FormulaFolio Investments
Michigan
-$4.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
226
Arete Wealth Advisors
Illinois
$1.8M +$93.1K +924 +5%
PFA
227
Pure Financial Advisors
California
$1.78M -$577K -5,724 -24%
Mercer Global Advisors
228
Mercer Global Advisors
Colorado
$1.78M +$1.29M +12,852 +269%
A
229
AdvicePeriod
California
$1.77M -$261K -2,593 -13%
NFG
230
Nations Financial Group
Iowa
$1.76M +$1.44M +14,292 +446%
MGIA
231
Moneta Group Investment Advisors
Missouri
$1.76M +$800K +7,939 +84%
EH
232
Equitable Holdings
New York
$1.75M -$4.13K -41 -0.2%
KM
233
Kalos Management
Georgia
$1.74M +$1.74M +16,754 New
T. Rowe Price Associates
234
T. Rowe Price Associates
Maryland
$1.73M – – –
TPCW
235
TD Private Client Wealth
New York
$1.72M -$270K -2,682 -14%
AA
236
Alesco Advisors
New York
$1.7M -$102K -1,008 -6%
Financial Engines Advisors
237
Financial Engines Advisors
California
$1.68M -$167K -1,663 -9%
RB
238
Renasant Bank
Mississippi
$1.68M -$49.2K -488 -3%
GA
239
GFS Advisors
Texas
$1.67M -$83.4K -828 -5%
PWM
240
PBMares Wealth Management
Virginia
$1.65M -$149K -1,483 -8%
CAC
241
Certified Advisory Corp
Florida
$1.65M +$1.65M +16,346 New
OAM
242
Occidental Asset Management
California
$1.64M -$408K -4,052 -20%
CA
243
Cetera Advisors
Colorado
$1.64M -$210K -2,082 -11%
PFG
244
Pacific Financial Group
Washington
$1.63M -$36.4K -361 -2%
CFGS
245
Concourse Financial Group Securities
Alabama
$1.58M +$822K +8,157 +109%
VAM
246
Verity Asset Management
North Carolina
$1.57M +$1.57M +15,561 New
MAS
247
Managed Account Services
Florida
$1.56M -$4.03K -40 -0.3%
EWA
248
ERTS Wealth Advisors
Michigan
$1.54M -$221K -2,190 -13%
SFG
249
StrategIQ Financial Group
Indiana
$1.53M +$26.5K +263 +2%
RVPG
250
Relative Value Partners Group
$1.52M +$482K +4,788 +47%
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