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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 %
HNB
276
Huntington National Bank
Ohio
$1.32M +$1.32M +3,814 New
KM
277
Kalos Management
Georgia
$1.32M -$372K -3,693 -22%
VWM
278
Valley Wealth Managers
New Jersey
$1.3M +$28.7K +272 +2%
CC
279
Courier Capital
New York
$1.3M -$2.53K -24 -0.2%
CSA
280
Cottage Street Advisors
Massachusetts
$1.29M +$10.5K +100 +0.8%
FFN
281
Focus Financial Network
Minnesota
$1.29M +$694K +6,584 +117%
CWM
282
Calamos Wealth Management
Illinois
$1.28M +$1.28M +12,172 New
SEIA
283
Signature Estate & Investment Advisors
California
$1.28M -$23.7K -225 -2%
RSWM
284
Robertson Stephens Wealth Management
California
$1.26M +$31.6K +300 +3%
BFA
285
Bragg Financial Advisors
North Carolina
$1.25M
EDRIA
286
Edmonds Duncan Registered Investment Advisors
Kansas
$1.22M +$34.4K +326 +3%
HF
287
HRT Financial
New York
$1.22M +$1.22M +11,596 New
GGI
288
GPM Growth Investors
Michigan
$1.21M +$601K +5,698 +99%
AFA
289
American Financial Advisors
Georgia
$1.2M +$315K +2,989 +36%
CWM
290
Concentric Wealth Management
California
$1.18M -$37.5K -356 -3%
DJYG
291
David J. Yvars Group
Florida
$1.18M -$53.8K -512 -4%
BWA
292
Beam Wealth Advisors
Louisiana
$1.17M -$10.1K -96 -0.9%
WCWM
293
Willow Creek Wealth Management
California
$1.15M -$1.9K -18 -0.2%
BSB
294
Bangor Savings Bank
Maine
$1.15M
EWA
295
ERTS Wealth Advisors
Michigan
$1.15M -$466K -4,420 -29%
PA
296
Planning Alternatives
Michigan
$1.14M -$18.1K -172 -2%
AWM
297
Avior Wealth Management
Nebraska
$1.14M -$368K -3,492 -24%
TAIM
298
TD Ameritrade Investment Management
Nebraska
$1.14M -$522K -4,947 -31%
VFIC
299
Valley Forge Investment Consultants
Pennsylvania
$1.13M +$128K +1,216 +13%
PIMG
300
Patriot Investment Management Group
Tennessee
$1.13M +$105 +1 +0%