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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 %
ZF
251
Zhang Financial
Michigan
$1.48M +$67.4K +669 +5%
AWM
252
Avior Wealth Management
Nebraska
$1.44M -$519K -5,150 -26%
LWP
253
Lumature Wealth Partners
Georgia
$1.43M +$304K +3,019 +27%
ATPW
254
Ashton Thomas Private Wealth
Arizona
$1.43M -$22.4K -222 -2%
SWM
255
Spire Wealth Management
Virginia
$1.43M +$1.43M +14,159 New
WTC
256
WhitTier Trust Company
Nevada
$1.42M -$42.6K -423 -3%
WMP
257
Wealth Management Partners
Arizona
$1.4M -$109K -1,079 -7%
TFA
258
Tobias Financial Advisors
Florida
$1.4M +$283K +2,811 +25%
HA
259
HYA Advisors
Missouri
$1.38M +$91.1K +904 +7%
APW
260
Aurora Private Wealth
New Jersey
$1.38M +$312K +3,100 +29%
SIA
261
Soltis Investment Advisors
Utah
$1.37M +$289K +2,866 +27%
IWA
262
IBEX Wealth Advisors
New Jersey
$1.36M +$1.36M +13,538 New
AIS
263
American Investment Services
Massachusetts
$1.36M -$106K -1,049 -7%
NNP
264
Nachman Norwood & Parrott
South Carolina
$1.35M -$6.35K -63 -0.5%
TAIM
265
TD Ameritrade Investment Management
Nebraska
$1.28M – – –
FWP
266
FAS Wealth Partners
Kansas
$1.27M +$504 +5 +0%
SWP
267
Stratos Wealth Partners
Ohio
$1.26M +$133K +1,322 +12%
SEIA
268
Signature Estate & Investment Advisors
California
$1.24M -$230K -2,284 -16%
CC
269
Courier Capital
New York
$1.24M -$24.7K -245 -2%
CSA
270
Cottage Street Advisors
Massachusetts
$1.22M +$35.3K +350 +3%
VWM
271
Valley Wealth Managers
New Jersey
$1.22M -$120K -1,196 -9%
BFA
272
Bragg Financial Advisors
North Carolina
$1.2M – – –
DJYG
273
David J. Yvars Group
Florida
$1.18M +$714K +7,082 +153%
RHBC
274
R.H. Bluestein & Co
Michigan
$1.18M +$267K +2,654 +29%
RSWM
275
Robertson Stephens Wealth Management
California
$1.17M +$590K +5,860 +102%
9 10
11
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