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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 %
CWM
276
Concentric Wealth Management
California
$1.16M -$28.2K -280 -2%
First Trust Advisors
277
First Trust Advisors
Illinois
$1.15M -$3.05M -30,219 -73%
FAIM
278
Financial Advocates Investment Management
Washington
$1.14M -$55.9K -555 -5%
EDRIA
279
Edmonds Duncan Registered Investment Advisors
Kansas
$1.13M +$41.2K +409 +4%
BWA
280
Beam Wealth Advisors
Louisiana
$1.13M -$8.16K -81 -0.7%
PA
281
Planning Alternatives
Michigan
$1.11M – – –
SFG
282
SNS Financial Group
Minnesota
$1.11M -$39.2K -389 -3%
WCWM
283
Willow Creek Wealth Management
California
$1.11M -$20.5K -203 -2%
BSB
284
Bangor Savings Bank
Maine
$1.1M -$82.5K -819 -7%
CFA
285
Cahill Financial Advisors
Minnesota
$1.09M -$114K -1,133 -9%
NFP
286
Novak Financial Planning
Maryland
$1.09M -$121K -1,201 -10%
CG
287
Colony Group
Massachusetts
$1.08M +$43.5K +432 +4%
PIMG
288
Patriot Investment Management Group
Tennessee
$1.08M -$118K -1,173 -10%
RJT
289
Raymond James Trust
Florida
$1.08M +$399K +3,960 +59%
MA
290
MCF Advisors
Kentucky
$1.05M – – –
PWLP
291
Prio Wealth Limited Partnership
Massachusetts
$1.04M – – –
CSPIA
292
Cary Street Partners Investment Advisory
Virginia
$1.03M -$35.8K -355 -3%
HR
293
Hayden Royal
North Carolina
$1.03M -$19.1K -190 -2%
OCM
294
Orser Capital Management
Texas
$1.03M +$1.03M +10,194 New
FDCDDQ
295
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.02M -$2.02K -20 -0.2%
IFO
296
Independent Family Office
New York
$1.02M – – –
VWA
297
Visionary Wealth Advisors
Illinois
$997K -$64.4K -639 -6%
EW
298
Evoke Wealth
California
$997K – – –
GVAG
299
Great Valley Advisor Group
Delaware
$991K -$1.61K -16 -0.2%
MLIC
300
Mandatum Life Insurance Company
Finland
$987K – – –
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