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

637 hedge funds and large institutions have $5.94B invested in iShares S&P Small-Cap 600 Value ETF in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 188 increasing their positions, 238 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
-43
Holders Change %
-6.32%
% of All Funds
11.19%
Holding in Top 10
23
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-45.24%
% of All Funds
0.4%
New
42
Increased
188
Reduced
238
Closed
72
Calls
$3.46M
Puts
$755K
Net Calls
+$2.71M
Net Calls Change
+$518K

Top Buyers

1
EWA
Exencial Wealth Advisors
Oklahoma
+$242M
2
RFC
Regions Financial Corp
Alabama
+$103M
3
MWM
Merriman Wealth Management
Washington
+$61.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$38.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$21.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$422M
2
Osaic Holdings
Osaic Holdings
Arizona
-$226M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$139M
4
OPS
Orion Portfolio Solutions
Nebraska
-$53.8M
5
BCM
Brookstone Capital Management
Illinois
-$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
251
Stratos Wealth Partners
Ohio
$1.23M -$170K -1,687 -12%
CWM
252
Calamos Wealth Management
Illinois
$1.23M – – –
SI
253
Stephens Inc
Arkansas
$1.22M -$3.31M -32,867 -73%
GGI
254
GPM Growth Investors
Michigan
$1.22M +$65.5K +651 +6%
Renaissance Technologies
255
Renaissance Technologies
New York
$1.21M +$745K +7,400 +161%
BFA
256
Bragg Financial Advisors
North Carolina
$1.2M +$8.25K +82 +0.7%
AFA
257
American Financial Advisors
Georgia
$1.2M +$47.5K +472 +4%
VWM
258
Valley Wealth Managers
New Jersey
$1.19M -$52.2K -518 -4%
EDRIA
259
Edmonds Duncan Registered Investment Advisors
Kansas
$1.19M +$22.8K +227 +2%
CWM
260
Concentric Wealth Management
California
$1.18M +$49.3K +490 +4%
IWC
261
Integrated Wealth Concepts
Massachusetts
$1.17M -$120K -1,195 -9%
LSA
262
L & S Advisors
California
$1.17M +$1.17M +11,594 New
RSWM
263
Robertson Stephens Wealth Management
California
$1.16M -$35.5K -353 -3%
TAIM
264
TD Ameritrade Investment Management
Nebraska
$1.15M -$176K -1,437 -13%
BCM
265
Brookstone Capital Management
Illinois
$1.14M -$26.3M -256,067 -96%
EWA
266
ERTS Wealth Advisors
Michigan
$1.13M +$34.9K +346 +3%
MA
267
MCF Advisors
Kentucky
$1.12M +$77.7K +771 +7%
RJT
268
Raymond James Trust
Florida
$1.11M +$39.9K +397 +4%
LNC
269
Lincoln National Corp
Pennsylvania
$1.1M -$165K -1,642 -13%
BSB
270
Bangor Savings Bank
Maine
$1.1M -$3.62K -36 -0.3%
PA
271
Planning Alternatives
Michigan
$1.09M – – –
VFIC
272
Valley Forge Investment Consultants
Pennsylvania
$1.08M – – –
HWM
273
HighMark Wealth Management
Minnesota
$1.08M +$45.6K +453 +4%
PIMG
274
Patriot Investment Management Group
Tennessee
$1.08M -$1.41K -14 -0.1%
CFA
275
Cahill Financial Advisors
Minnesota
$1.08M – – –
9 10
11
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