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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 %
MMA
301
Miracle Mile Advisors
California
$985K -$391K -3,888 -28%
EWA
302
EP Wealth Advisors
California
$984K +$335K +3,322 +52%
APA
303
Allegiant Private Advisors
Florida
$982K +$47K +466 +5%
PWP
304
Personal Wealth Partners
Minnesota
$976K -$92.2K -915 -9%
VCS
305
Vaughan & Co Securities
New Jersey
$965K – – –
CA
306
Claro Advisors
Massachusetts
$964K -$8.87K -88 -0.9%
VFIC
307
Valley Forge Investment Consultants
Pennsylvania
$959K – – –
LNC
308
Lincoln National Corp
Pennsylvania
$951K +$61.6K +612 +7%
JFA
309
JNBA Financial Advisors
Minnesota
$947K +$18.5K +184 +2%
CF
310
Centaurus Financial
California
$944K -$1.75M -17,363 -65%
COF
311
Capital One Financial
Virginia
$936K -$53.8K -534 -5%
PGFC
312
Peapack-Gladstone Financial Corp
New Jersey
$925K -$22.7K -225 -2%
UR
313
USCA RIA
Texas
$913K +$560K +5,559 +159%
FHC
314
First Heartland Consultants
Missouri
$899K +$899K +8,924 New
HWM
315
HighMark Wealth Management
Minnesota
$881K +$637K +6,323 +261%
HNB
316
Huntington National Bank
Ohio
$879K -$731K – –
FFS
317
Founders Financial Securities
Maryland
$878K +$878K +8,719 New
TNB
318
Thomasville National Bank
Georgia
$871K -$703K -7,029 -45%
MAFM
319
Mid Atlantic Financial Management
Pennsylvania
$869K +$383K +3,804 +79%
MG
320
Mather Group
Illinois
$865K -$50.5K -501 -6%
IWC
321
Integrated Wealth Concepts
Massachusetts
$853K +$853K +8,472 New
AFA
322
American Financial Advisors
Georgia
$847K +$52.1K +517 +7%
NP
323
NorthRock Partners
Minnesota
$840K -$19.6K -195 -2%
APWM
324
Atlas Private Wealth Management
New York
$824K +$201K +1,999 +32%
CAL
325
Capital Analysts LLC
Pennsylvania
$821K -$43.9K -436 -5%
11 12
13
14 15