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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 %
AWM
276
Avior Wealth Management
Nebraska
$1.07M -$25.8K -256 -2%
WCWM
277
Willow Creek Wealth Management
California
$1.06M -$44.9K -446 -4%
DJYG
278
David J. Yvars Group
Florida
$1.05M -$86.7K -855 -8%
PWLP
279
Prio Wealth Limited Partnership
Massachusetts
$1.04M – – –
CSPIA
280
Cary Street Partners Investment Advisory
Virginia
$1.04M +$18.3K +182 +2%
HR
281
Hayden Royal
North Carolina
$1.03M +$30.8K +306 +3%
FHC
282
First Heartland Consultants
Missouri
$1.03M -$1.53M -15,246 -60%
FAIM
283
Financial Advocates Investment Management
Washington
$1.02M +$23.2K +230 +2%
WIA
284
World Investment Advisors
California
$1.02M -$1.8M -17,878 -64%
GVAG
285
Great Valley Advisor Group
Delaware
$1.02M +$34.3K +341 +3%
VWA
286
Visionary Wealth Advisors
Illinois
$1M +$43.1K +428 +4%
FDCDDQ
287
Federation des caisses Desjardins du Quebec
Quebec, Canada
$998K – – –
MLIC
288
Mandatum Life Insurance Company
Finland
$987K – – –
MAFM
289
Mid Atlantic Financial Management
Pennsylvania
$977K -$31.7K -315 -3%
EWA
290
EP Wealth Advisors
California
$976K +$19.3K +192 +2%
USCWA
291
U.S. Capital Wealth Advisors
Texas
$959K +$959K +9,529 New
PWP
292
Personal Wealth Partners
Minnesota
$952K – – –
JFA
293
JNBA Financial Advisors
Minnesota
$929K -$16.4K -163 -2%
CSA
294
Cottage Street Advisors
Massachusetts
$927K -$302K -3,000 -25%
BAM
295
Belpointe Asset Management
Nevada
$913K -$865K -8,585 -49%
AFP
296
Ausdal Financial Partners
Iowa
$909K -$24.7K -245 -3%
CA
297
Claro Advisors
Massachusetts
$900K -$38.1K -379 -4%
CAL
298
Capital Analysts LLC
Pennsylvania
$900K +$61.9K +615 +7%
VCS
299
Vaughan & Co Securities
New Jersey
$892K -$25K -248 -3%
CG
300
Colony Group
Massachusetts
$887K -$3.02K -30 -0.3%
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