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iShares S&P Small-Cap 600 Value ETF

642 hedge funds and large institutions have $5.58B invested in iShares S&P Small-Cap 600 Value ETF in 2021 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 178 increasing their positions, 221 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
642
Holders Change
+71
Holders Change %
+12.43%
% of All Funds
11.3%
Holding in Top 10
40
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+48.15%
% of All Funds
0.7%
New
111
Increased
178
Reduced
221
Closed
33
Calls
$2.7M
Puts
$2M
Net Calls
+$695K
Net Calls Change
-$445K
Name Holding Trade Value Shares
Change
Shares
Change %
FFW
426
Fusion Family Wealth
New York
$357K
CIR
427
Clear Investment Research
Georgia
$353K -$74.7K -741 -17%
MCM
428
Maple Capital Management
Vermont
$353K
AIA
429
Arcadia Investment Advisors
Idaho
$352K -$11K -109 -3%
BOPW
430
Brandywine Oak Private Wealth
Pennsylvania
$352K +$50K +497 +17%
AllianceBernstein
431
AllianceBernstein
Tennessee
$344K -$129K -1,279 -27%
PPW
432
Parcion Private Wealth
Washington
$343K -$572K -8,000 -63%
CFS
433
Cannon Financial Strategists
Georgia
$342K -$36.2K -359 -10%
AP
434
Advisor Partners
California
$342K
WT
435
Whittier Trust
California
$337K
S
436
SimplyRich
California
$336K
WAP
437
Wealthcare Advisory Partners
Pennsylvania
$335K -$8.47K -84 -2%
SS
438
Simplicity Solutions
Minnesota
$334K +$334K +3,315 New
BC
439
Bartlett & Co
Ohio
$332K
BCWM
440
Bartlett & Co Wealth Management
Ohio
$332K
SIC
441
Sigma Investment Counselors
Michigan
$331K -$8.05K -80 -2%
BJL
442
Brighton Jones LLC
Washington
$330K +$72.5K +721 +28%
SC
443
SouthState Corp
Florida
$327K
TA
444
TrueWealth Advisors
Alabama
$325K
LWA
445
LWS Wealth Advisors
New Jersey
$324K -$191K -1,892 -37%
9WM
446
9258 Wealth Management
Ohio
$323K
EI
447
Ellevest Inc
New York
$322K +$322K +3,200 New
EW
448
Element Wealth
Mississippi
$319K +$1.01K +10 +0.3%
CWS
449
Cypress Wealth Services
California
$318K
PFM
450
Parsec Financial Management
North Carolina
$316K +$9.07K +90 +3%