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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 %
PFO
376
Pathstone Family Office
New Jersey
$455K +$455K +4,516 New
RC
377
RegentAtlantic Capital
New Jersey
$454K
PWS
378
Private Wealth Strategies
Ohio
$454K +$2.22K +22 +0.5%
FHA
379
First Horizon Advisors
Tennessee
$452K -$12.4K -123 -3%
OWA
380
Outlook Wealth Advisors
Texas
$447K -$41.6K -414 -9%
F
381
F3Logic
Minnesota
$446K +$113K +1,117 +34%
GMA
382
Goldstein Munger & Associates
California
$445K
RM
383
Resource Management
Louisiana
$444K
BOPW
384
Brandywine Oak Private Wealth
Pennsylvania
$443K +$60.9K +605 +16%
ACM
385
Azimuth Capital Management
Michigan
$437K +$37.7K +375 +9%
SCM
386
SOL Capital Management
Maryland
$434K
CMO
387
Covenant Multifamily Offices
Texas
$425K +$425K +4,116 New
WWM
388
Windsor Wealth Management
Indiana
$424K
LWA
389
LWS Wealth Advisors
New Jersey
$424K +$6.95K +69 +2%
DPI
390
Diversified Portfolios Inc
Michigan
$416K -$131K -1,298 -24%
CWP
391
Curated Wealth Partners
California
$413K
AWE
392
Avidian Wealth Enterprises
Texas
$412K -$91.2K -907 -18%
CA
393
Calton & Associates
Florida
$411K -$574K -5,705 -58%
CIA
394
Capital Investment Advisors
Georgia
$406K +$3.42K +34 +0.9%
JWM
395
JGP Wealth Management
Oregon
$402K +$9.67K +96 +2%
VCP
396
Vista Capital Partners
Oregon
$401K
PSF
397
Pacific Sun Financial
California
$400K +$400K +3,978 New
VNA
398
Valley National Advisers
Pennsylvania
$399K
GPA
399
Guidance Point Advisors
Massachusetts
$398K +$1.81K +18 +0.5%
OIA
400
OneDigital Investment Advisors
Kansas
$397K -$91.8K -912 -19%