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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 %
NF
351
Nikulski Financial
Iowa
$636K
CFFP
352
Center for Financial Planning
Michigan
$635K
PAMG
353
Patton Albertson Miller Group
Tennessee
$626K
CB
354
Commerce Bank
Missouri
$620K +$5.64K +56 +0.9%
WANY
355
Wealthspire Advisors (New York)
New York
$612K +$1.41K +14 +0.2%
AWE
356
Avidian Wealth Enterprises
Texas
$609K -$103K -1,017 -14%
Luther King Capital Management (LKCM)
357
Luther King Capital Management (LKCM)
Texas
$609K -$492K
SBSB
358
Sullivan, Bruyette, Speros & Blaney
Virginia
$604K +$117K +1,158 +24%
TCWA
359
Ten Capital Wealth Advisors
Washington
$601K -$201 -2 -0%
AC
360
Apella Capital
Connecticut
$595K -$6.75K -67 -1%
SFPG
361
Stonebridge Financial Planning Group
Florida
$595K +$595K +5,861 New
DY
362
Dowling & Yahnke
California
$594K -$3.93K -39 -0.7%
RCAG
363
Rehmann Capital Advisory Group
Michigan
$590K -$88.6K -879 -13%
GGI
364
GPM Growth Investors
Michigan
$577K +$577K +5,732 New
FFN
365
Focus Financial Network
Minnesota
$566K +$566K +5,619 New
RDFA
366
Ritter Daniher Financial Advisory
Ohio
$565K -$82.9K -822 -13%
DPI
367
Diversified Portfolios Inc
Michigan
$557K -$8.36K -83 -1%
FFBTD
368
First Financial Bank - Trust Division
Ohio
$551K -$201 -2 -0%
VFA
369
Voya Financial Advisors
Connecticut
$545K +$33.6K +333 +7%
AFS
370
Annapolis Financial Services
Maryland
$544K
CAM
371
Cresset Asset Management
Illinois
$538K -$13.3K -132 -2%
CFG
372
Citizens Financial Group
Rhode Island
$534K
AW
373
Avion Wealth
Texas
$526K
PIA
374
Pinion Investment Advisors
Kansas
$523K +$523K +5,187 New
TNB
375
TCF National Bank
South Dakota
$516K -$13.7K -136 -3%