IJS icon

iShares S&P Small-Cap 600 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
EA
326
Elm Advisors
California
$815K +$2.72K +27 +0.3%
AFP
327
Ausdal Financial Partners
Iowa
$806K +$806K +7,996 New
CM
328
Columbus Macro
Pennsylvania
$801K +$801K +7,948 New
TC
329
TAP Consulting
Missouri
$800K -$140K -1,393 -15%
Carson Wealth (CWM LLC)
330
Carson Wealth (CWM LLC)
Nebraska
$785K
FEM
331
Fulcrum Equity Management
Texas
$776K +$776K +7,699 New
AL
332
ACAS LLC
California
$774K +$774K +7,681 New
NS
333
Newman & Schimel
Illinois
$769K +$1.81K +18 +0.2%
HA
334
Harborview Advisors
Maine
$767K -$20.9K -207 -3%
NWM
335
Northwest Wealth Management
Iowa
$748K -$8.66K -86 -1%
HSWM
336
Hubbell Strickland Wealth Management
Louisiana
$746K +$1.21K +12 +0.2%
AFC
337
AFT Forsyth & Company
Florida
$746K +$22.2K +220 +3%
CPSAC
338
Chas P. Smith & Associates (CPS)
Florida
$745K -$20.6K -204 -3%
TFS
339
TrustCore Financial Services
Tennessee
$731K -$5.24K -52 -0.7%
SAM
340
Sequent Asset Management
Texas
$729K -$2.52K -25 -0.3%
SLWS
341
Swaine & Leidel Wealth Services
Florida
$723K +$723K +7,179 New
SC
342
Schoolcraft Capital
Colorado
$719K -$54.9K -545 -7%
CHC
343
City Holding Co
West Virginia
$718K
BP
344
BBR Partners
New York
$713K +$713K +7,082 New
William Blair & Company
345
William Blair & Company
Illinois
$712K -$258K -2,560 -27%
JIC
346
Johnson Investment Counsel
Ohio
$706K +$191K +1,893 +37%
CW
347
CreativeOne Wealth
Kansas
$686K -$530K -5,265 -44%
TF
348
Tompkins Financial
New York
$684K
Bank of Montreal
349
Bank of Montreal
Ontario, Canada
$639K -$1.26M -12,499 -66%
GG
350
Gofen & Glossberg
Illinois
$636K