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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 %
TPCW
251
TD Private Client Wealth
New York
$1.68M -$130K -1,232 -7%
AA
252
Alesco Advisors
New York
$1.64M -$134K -1,272 -8%
TNB
253
Thomasville National Bank
Georgia
$1.63M +$712K +6,753 +78%
SFG
254
StrategIQ Financial Group
Indiana
$1.62M +$18.7K +177 +1%
PWM
255
PBMares Wealth Management
Virginia
$1.61M -$118K -1,120 -7%
CI
256
Conning Inc
Connecticut
$1.56M -$1.33M -12,602 -46%
A
257
AdvicePeriod
California
$1.56M -$291K -2,757 -16%
WTC
258
WhitTier Trust Company
Nevada
$1.54M +$56.9K +540 +4%
Susquehanna International Group
259
Susquehanna International Group
Pennsylvania
$1.51M -$4.32M -40,959 -74%
LWP
260
Lumature Wealth Partners
Georgia
$1.51M +$6.96K +66 +0.5%
ATPW
261
Ashton Thomas Private Wealth
Arizona
$1.5M
T. Rowe Price Associates
262
T. Rowe Price Associates
Maryland
$1.49M -$316K -3,000 -17%
HA
263
HYA Advisors
Missouri
$1.48M +$35.1K +333 +2%
TFA
264
Tobias Financial Advisors
Florida
$1.46M -$3.8K -36 -0.3%
MGIA
265
Moneta Group Investment Advisors
Missouri
$1.46M -$374K -3,544 -20%
SWP
266
Stratos Wealth Partners
Ohio
$1.46M +$144K +1,361 +11%
PFGIA
267
Patriot Financial Group Insurance Agency
Massachusetts
$1.45M +$1.45M +13,778 New
ZF
268
Zhang Financial
Michigan
$1.44M -$103K -976 -7%
WMP
269
Wealth Management Partners
Arizona
$1.43M -$36.7K -348 -3%
NNP
270
Nachman Norwood & Parrott
South Carolina
$1.39M -$25.2K -239 -2%
AI
271
Atria Investments
North Carolina
$1.38M +$1.38M +13,057 New
IWC
272
Integrated Wealth Concepts
Massachusetts
$1.35M +$457K +4,337 +51%
FWP
273
FAS Wealth Partners
Kansas
$1.34M +$13.4K +127 +1%
AIS
274
American Investment Services
Massachusetts
$1.33M -$90.9K -862 -6%
LNC
275
Lincoln National Corp
Pennsylvania
$1.33M +$329K +3,121 +33%