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iShares S&P Small-Cap 600 Value ETF

571 hedge funds and large institutions have $4.05B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 127 increasing their positions, 217 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+95
Holders Change %
+19.96%
% of All Funds
10.13%
Holding in Top 10
27
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+80%
% of All Funds
0.48%
New
131
Increased
127
Reduced
217
Closed
27
Calls
$2.58M
Puts
$1.44M
Net Calls
+$1.14M
Net Calls Change
+$735K
Name Holding Trade Value Shares
Change
Shares
Change %
Brown Advisory
426
Brown Advisory
Maryland
$231K +$231K +2,838 New
BPA
427
Beacon Pointe Advisors
California
$231K +$231K +2,853 New
HR
428
Howe & Rusling
New York
$229K -$15K -185 -6%
SWA
429
Stratos Wealth Advisors
Ohio
$229K +$229K +2,812 New
PP
430
Prosperity Planning
Missouri
$224K +$224K +2,752 New
FA
431
Fiducient Advisors
Illinois
$221K -$116K -106,334 -34%
ATIA
432
American Trust Investment Advisors
New Hampshire
$221K +$221K +2,716 New
MA
433
Mezzasalma Advisors
New Jersey
$216K +$216K +2,652 New
LB
434
Leo Brokerage
Texas
$213K +$213K +2,625 New
ONB
435
Old National Bancorp
Indiana
$209K +$209K +2,570 New
BBNA
436
Bremer Bank National Association
Minnesota
$209K +$209K +2,570 New
BJL
437
Brighton Jones LLC
Washington
$208K +$208K +2,559 New
AIC
438
Ameritas Investment Company
Nebraska
$207K +$207K +2,543 New
GWM
439
Geneos Wealth Management
Colorado
$206K -$27K -269 -12%
IAIM
440
International Assets Investment Management
Florida
$206K +$206K +2,065 New
MP
441
McDonald Partners
Ohio
$206K +$206K +2,531 New
SWM
442
SeaCrest Wealth Management
New York
$206K +$206K +2,539 New
Betterment LLC
443
Betterment LLC
New York
$205K +$205K +2,521 New
DIA
444
Dana Investment Advisors
Wisconsin
$204K +$204K +2,504 New
CH
445
Canton Hathaway
Rhode Island
$204K +$204K +2,514 New
JWM
446
Jeppson Wealth Management
California
$203K +$40.6K +500 +25%
PA
447
PFG Advisors
Arizona
$203K +$203K +2,498 New
FP
448
Financial Perspectives
Minnesota
$200K -$81 -1 -0%
VFA
449
Valeo Financial Advisors
Indiana
$197K -$8.64K -106 -4%
HWM
450
HighMark Wealth Management
Minnesota
$197K +$197K +2,420 New