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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 %
CAM
376
Campion Asset Management
Virginia
$619K +$163K +1,550 +36%
AMCA
377
Arthur M. Cohen & Associates
Illinois
$616K +$161K +1,530 +35%
NOI
378
Newton One Investments
Delaware
$615K +$615K +5,837 New
CCFM
379
Clear Creek Financial Management
Washington
$604K +$604K +5,729 New
WQ
380
Wealth Quarterback
New Jersey
$595K +$595K +5,641 New
RIA
381
Regal Investment Advisors
Michigan
$583K +$583K +5,530 New
FFBTD
382
First Financial Bank - Trust Division
Ohio
$577K -$105 -1 -0%
DPI
383
Diversified Portfolios Inc
Michigan
$573K -$10.2K -97 -2%
SAM
384
Smithbridge Asset Management
Pennsylvania
$571K +$571K +5,416 New
AFS
385
Annapolis Financial Services
Maryland
$570K
CFG
386
Citizens Financial Group
Rhode Island
$561K +$2.42K +23 +0.4%
RCAG
387
Rehmann Capital Advisory Group
Michigan
$558K -$58.9K -559 -10%
JWCA
388
J.W. Cole Advisors
Florida
$550K +$550K +5,221 New
SMA
389
Sage Mountain Advisors
Georgia
$542K +$19.8K +188 +4%
CA
390
Continuum Advisory
Idaho
$542K +$542K +5,138 New
WANY
391
Wealthspire Advisors (New York)
New York
$528K -$113K -1,068 -18%
RDFA
392
Ritter Daniher Financial Advisory
Ohio
$528K -$63.2K -599 -11%
AWE
393
Avidian Wealth Enterprises
Texas
$527K -$109K -1,039 -17%
SIC
394
Shoker Investment Counsel
Ohio
$525K +$1.48K +14 +0.3%
CAM
395
Cresset Asset Management
Illinois
$515K -$47.2K -448 -8%
BF
396
Blankinship & Foster
California
$515K
FNBOO
397
First National Bank of Omaha
Nebraska
$514K
OIA
398
OneDigital Investment Advisors
Kansas
$512K +$121K +1,144 +31%
OWA
399
Outlook Wealth Advisors
Texas
$512K +$512K +4,858 New
WDG
400
Wealth Dimensions Group
Ohio
$510K -$29.8K -282 -6%