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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 %
CIA
426
Capital Investment Advisors
Georgia
$422K +$5.07K +48 +1%
VCP
427
Vista Capital Partners
Oregon
$420K
ACM
428
Azimuth Capital Management
Michigan
$419K
VNA
429
Valley National Advisers
Pennsylvania
$418K
GPA
430
Guidance Point Advisors
Massachusetts
$415K +$947 +9 +0.2%
DL
431
DOHJ LLC
Washington
$414K +$202K +1,914 +95%
SWM
432
SeaCrest Wealth Management
New York
$413K -$9.6K -91 -2%
JWM
433
JGP Wealth Management
Oregon
$411K -$57.2K -542 -12%
CL
434
Choreo LLC
Illinois
$410K +$174K +1,649 +74%
KOMWMG
435
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$406K -$67.9K -644 -14%
SFPM
436
Sensible Financial Planning & Management
Massachusetts
$404K -$52.7K -500 -12%
DY
437
Dowling & Yahnke
California
$403K -$218K -2,072 -35%
PCG
438
Private Capital Group
Connecticut
$402K
NL
439
Navalign LLC
California
$401K -$125K -1,189 -24%
CCA
440
Clearwater Capital Advisors
Illinois
$401K
BOPW
441
Brandywine Oak Private Wealth
Pennsylvania
$400K +$31.5K +299 +9%
BAIA
442
Bel Air Investment Advisors
California
$399K
BJL
443
Brighton Jones LLC
Washington
$398K +$52.4K +497 +15%
HI
444
Harbour Investments
Wisconsin
$382K +$176K +1,671 +86%
AWA
445
Arkadios Wealth Advisors
Georgia
$381K +$297K +2,827 +355%
MBT
446
Montecito Bank & Trust
California
$380K
NA
447
NewEdge Advisors
Louisiana
$378K +$58.2K +553 +18%
RFWA
448
RPg Family Wealth Advisory
Massachusetts
$377K +$377K +3,572 New
MIC
449
Means Investment Company
Maine
$375K +$422 +4 +0.1%
JPG
450
Jordan Park Group
California
$374K +$374K +3,547 New