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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 %
BB
401
Busey Bank
Illinois
$506K
TIM
402
Thompson Investment Management
Wisconsin
$502K -$34.7K -329 -6%
CFD
403
Creative Financial Designs
Indiana
$501K +$309K +2,928 +161%
PAS
404
Park Avenue Securities
New York
$495K +$495K +4,699 New
WSTAM
405
Wilbanks Smith & Thomas Asset Management
Virginia
$493K
First Trust Advisors
406
First Trust Advisors
Illinois
$489K -$712K -6,759 -59%
FHA
407
First Horizon Advisors
Tennessee
$486K -$1.58K -15 -0.3%
Renaissance Technologies
408
Renaissance Technologies
New York
$485K -$1.58M -15,000 -77%
MSFS
409
Main Street Financial Solutions
Pennsylvania
$484K +$191K +1,810 +65%
RIA
410
Realta Investment Advisors
Delaware
$477K -$56.5K -535 -11%
RC
411
RegentAtlantic Capital
New Jersey
$475K
PWS
412
Private Wealth Strategies
Ohio
$472K +$1.05K +10 +0.2%
GMA
413
Goldstein Munger & Associates
California
$466K
BMWM
414
Brown Miller Wealth Management
Virginia
$466K
RM
415
Resource Management
Louisiana
$466K +$1.9K +18 +0.4%
SCM
416
SOL Capital Management
Maryland
$455K
CL
417
CIM LLC
New York
$444K +$45.3K +445 +11%
WC
418
Weil Company
California
$441K +$56.5K +536 +15%
IWM
419
IHT Wealth Management
Illinois
$439K -$77.5K -736 -15%
CAM
420
Concorde Asset Management
Michigan
$438K +$438K +4,152 New
LWA
421
LWS Wealth Advisors
New Jersey
$437K +$97.9K +928 +29%
WWM
422
Windsor Wealth Management
Indiana
$436K -$10K -95 -2%
CWP
423
Curated Wealth Partners
California
$433K +$433K +4,108 New
WT
424
Whittier Trust
California
$424K +$71.4K +678 +20%
AL
425
Aspiriant LLC
California
$423K +$423K +4,010 New