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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 %
CFA
301
Cahill Financial Advisors
Minnesota
$1.13M -$16.5K -156 -1%
RJT
302
Raymond James Trust
Florida
$1.13M
OCM
303
Orser Capital Management
Texas
$1.12M +$43.2K +410 +4%
MA
304
MCF Advisors
Kentucky
$1.1M
PWLP
305
Prio Wealth Limited Partnership
Massachusetts
$1.09M
HWM
306
HighMark Wealth Management
Minnesota
$1.08M +$159K +1,502 +17%
CSPIA
307
Cary Street Partners Investment Advisory
Virginia
$1.07M -$11.9K -113 -1%
SSW
308
Smith Shellnut Wilson
Mississippi
$1.07M +$873K +8,282 +453%
IFO
309
Independent Family Office
New York
$1.06M
MAFM
310
Mid Atlantic Financial Management
Pennsylvania
$1.06M +$147K +1,391 +16%
SFG
311
SNS Financial Group
Minnesota
$1.05M -$109K -1,030 -9%
HR
312
Hayden Royal
North Carolina
$1.05M -$25.4K -241 -2%
FAIM
313
Financial Advocates Investment Management
Washington
$1.05M -$143K -1,360 -12%
NFP
314
Novak Financial Planning
Maryland
$1.05M -$88.5K -839 -8%
FDCDDQ
315
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.05M -$17.7K -168 -2%
EW
316
Evoke Wealth
California
$1.04M
CF
317
Centaurus Financial
California
$1.04M +$52.3K +496 +5%
MLIC
318
Mandatum Life Insurance Company
Finland
$1.03M
CA
319
Calton & Associates
Florida
$1.03M +$1.03M +9,790 New
GVAG
320
Great Valley Advisor Group
Delaware
$1.03M -$8.65K -82 -0.8%
VWA
321
Visionary Wealth Advisors
Illinois
$1.01M -$38.4K -364 -4%
EWA
322
EP Wealth Advisors
California
$1M -$28.1K -267 -3%
APA
323
Allegiant Private Advisors
Florida
$1M -$26.7K -253 -3%
PWP
324
Personal Wealth Partners
Minnesota
$997K -$24.5K -232 -2%
SFPG
325
Stonebridge Financial Planning Group
Florida
$992K +$381K +3,651 +62%