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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 %
WDG
376
Wealth Dimensions Group
Ohio
$515K -$50.2K -499 -9%
FNBOO
377
First National Bank of Omaha
Nebraska
$514K -$5.64K -56 -1%
TIM
378
Thompson Investment Management
Wisconsin
$513K -$22.8K -226 -4%
RIA
379
Realta Investment Advisors
Delaware
$509K +$62.4K +620 +14%
WAM
380
WNY Asset Management
New York
$507K +$507K +5,029 New
IFAM
381
Institutional & Family Asset Management
Colorado
$504K +$215K +2,133 +74%
NL
382
Navalign LLC
California
$503K +$503K +4,989 New
SIC
383
Shoker Investment Counsel
Ohio
$500K
SMA
384
Sage Mountain Advisors
Georgia
$499K +$499K +4,956 New
IWM
385
IHT Wealth Management
Illinois
$494K +$24.1K +239 +5%
BF
386
Blankinship & Foster
California
$492K -$51K -506 -9%
ABC
387
Associated Banc-Corp
Wisconsin
$485K -$1.14M -11,362 -70%
BB
388
Busey Bank
Illinois
$484K
ATC
389
Argent Trust Co
Tennessee
$483K +$76K +754 +19%
WSTAM
390
Wilbanks Smith & Thomas Asset Management
Virginia
$471K +$6.65K +66 +1%
FHA
391
First Horizon Advisors
Tennessee
$466K -$6.44K -64 -1%
RC
392
RegentAtlantic Capital
New Jersey
$454K +$9.47K +94 +2%
KOMWMG
393
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$453K +$3.43K +34 +0.8%
PWS
394
Private Wealth Strategies
Ohio
$451K +$1.41K +14 +0.3%
JWM
395
JGP Wealth Management
Oregon
$447K +$6.45K +64 +1%
BMWM
396
Brown Miller Wealth Management
Virginia
$446K +$446K +4,427 New
GMA
397
Goldstein Munger & Associates
California
$445K
RM
398
Resource Management
Louisiana
$443K
IAIM
399
International Assets Investment Management
Florida
$440K +$217K +2,014 +98%
SFPM
400
Sensible Financial Planning & Management
Massachusetts
$437K