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iShares S&P Small-Cap 600 Value ETF

680 hedge funds and large institutions have $6.9B invested in iShares S&P Small-Cap 600 Value ETF in 2021 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 231 increasing their positions, 229 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+38
Holders Change %
+5.92%
% of All Funds
11.87%
Holding in Top 10
42
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5%
% of All Funds
0.73%
New
83
Increased
231
Reduced
229
Closed
35
Calls
$4.65M
Puts
$2.46M
Net Calls
+$2.19M
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
226
Spire Wealth Management
Virginia
$2.09M +$606K +5,779 +41%
TSWM
227
Triangle Securities Wealth Management
North Carolina
$2.07M -$41K -389 -2%
WB
228
WesBanco Bank
West Virginia
$2.06M +$91.6K +869 +5%
RVPG
229
Relative Value Partners Group
$2.04M +$453K +4,298 +29%
ARC
230
Advisor Resource Council
Texas
$2.03M +$2.03M +19,254 New
CWM
231
Cranbrook Wealth Management
Michigan
$2.02M -$28.8K -273 -1%
TRCT
232
Tower Research Capital (TRC)
New York
$2.02M -$224K -2,129 -10%
OAM
233
Occidental Asset Management
California
$1.97M +$256K +2,432 +15%
APG
234
Abacus Planning Group
South Carolina
$1.97M -$78.7K -746 -4%
CCT
235
Country Club Trust
Missouri
$1.97M +$38.8K +371 +2%
RHBC
236
R.H. Bluestein & Co
Michigan
$1.91M +$675K +6,400 +55%
SIA
237
Soltis Investment Advisors
Utah
$1.91M +$476K +4,519 +33%
BAM
238
Belpointe Asset Management
Nevada
$1.86M -$122K -1,155 -6%
CFGS
239
Concourse Financial Group Securities
Alabama
$1.85M +$197K +1,864 +12%
SLT
240
St Louis Trust
Missouri
$1.81M -$509K -4,834 -22%
CAC
241
Certified Advisory Corp
Florida
$1.81M +$82K +778 +5%
CA
242
Cetera Advisors
Colorado
$1.77M +$57.8K +548 +3%
PFA
243
Pure Financial Advisors
California
$1.76M -$97.1K -921 -5%
GA
244
GFS Advisors
Texas
$1.75M -$1.69K -16 -0.1%
VAM
245
Verity Asset Management
North Carolina
$1.71M +$66.8K +634 +4%
RB
246
Renasant Bank
Mississippi
$1.7M -$51.4K -487 -3%
PFG
247
Pacific Financial Group
Washington
$1.68M -$18.4K -175 -1%
MAS
248
Managed Account Services
Florida
$1.68M +$48.5K +460 +3%
APW
249
Aurora Private Wealth
New Jersey
$1.68M +$239K +2,267 +17%
EH
250
Equitable Holdings
New York
$1.68M -$148K -1,405 -8%