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iShares S&P Small-Cap 600 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
COF
326
Capital One Financial
Virginia
$722K +$18K +179 +3%
CHC
327
City Holding Co
West Virginia
$713K
CF
328
Centaurus Financial
California
$709K -$284K -2,824 -29%
ACA
329
Atlas Capital Advisors
Wyoming
$680K +$680K +6,756 New
IA
330
IFP Advisors
Florida
$666K -$10.5M -103,723 -94%
NS
331
Newman & Schimel
Illinois
$657K +$2.22K +22 +0.3%
GRP
332
Global Retirement Partners
California
$656K +$543K +5,395 +483%
JIC
333
Johnson Investment Counsel
Ohio
$655K -$52K -516 -7%
William Blair & Company
334
William Blair & Company
Illinois
$653K -$24.7K -245 -4%
V
335
Veritable
Delaware
$651K
CPSAC
336
Chas P. Smith & Associates (CPS)
Florida
$645K +$3.52K +35 +0.5%
NF
337
Nikulski Financial
Iowa
$640K
CFG
338
Citizens Financial Group
Rhode Island
$627K +$91.3K +907 +17%
PAMG
339
Patton Albertson Miller Group
Tennessee
$626K
FFS
340
Founders Financial Securities
Maryland
$623K -$298K -2,959 -32%
SLWS
341
Swaine & Leidel Wealth Services
Florida
$622K +$622K +6,184 New
TC
342
TAP Consulting
Missouri
$614K -$4.03K -40 -0.7%
CFFP
343
Center for Financial Planning
Michigan
$607K
CFD
344
Creative Financial Designs
Indiana
$606K +$127K +1,265 +27%
WAM
345
WNY Asset Management
New York
$604K +$11.8K +117 +2%
VIA
346
Vickerman Investment Advisors
Washington
$599K +$599K +5,948 New
AMCA
347
Arthur M. Cohen & Associates
Illinois
$597K +$8.06K +80 +1%
AC
348
Apella Capital
Connecticut
$595K
NOI
349
Newton One Investments
Delaware
$588K
GG
350
Gofen & Glossberg
Illinois
$587K -$49.9K -495 -8%