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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 %
WANY
401
Wealthspire Advisors (New York)
New York
$394K -$111K -1,098 -22%
CL
402
Choreo LLC
Illinois
$392K
WC
403
Weil Company
California
$391K -$30.1K -299 -7%
SWM
404
SeaCrest Wealth Management
New York
$391K -$3.22K -32 -0.8%
SFPM
405
Sensible Financial Planning & Management
Massachusetts
$388K +$2.01K +20 +0.5%
DY
406
Dowling & Yahnke
California
$387K +$1.71K +17 +0.4%
CCA
407
Clearwater Capital Advisors
Illinois
$383K
PCG
408
Private Capital Group
Connecticut
$383K
MCM
409
Mainstay Capital Management
Michigan
$380K +$128K +1,272 +51%
KFI
410
Key Financial Inc
Pennsylvania
$369K
WT
411
Whittier Trust
California
$362K -$43.5K -432 -11%
MBT
412
Montecito Bank & Trust
California
$362K
TA
413
TrueWealth Advisors
Alabama
$362K +$31.9K +317 +10%
RDFA
414
Ritter Daniher Financial Advisory
Ohio
$361K -$142K -1,415 -28%
RFWA
415
RPg Family Wealth Advisory
Massachusetts
$360K
FFW
416
Fusion Family Wealth
New York
$356K
GTAM
417
Global Trust Asset Management
Florida
$356K
BJL
418
Brighton Jones LLC
Washington
$354K -$26.6K -264 -7%
PAS
419
Park Avenue Securities
New York
$352K -$121K -1,204 -26%
MCM
420
Maple Capital Management
Vermont
$352K
CIR
421
Clear Investment Research
Georgia
$351K +$11.8K +117 +3%
CCFM
422
Clear Creek Financial Management
Washington
$346K -$231K -2,295 -40%
9WM
423
9258 Wealth Management
Ohio
$343K
CFS
424
Cannon Financial Strategists
Georgia
$342K
AP
425
Advisor Partners
California
$342K