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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 %
NL
426
Navalign LLC
California
$341K -$41.6K -413 -11%
MIC
427
Means Investment Company
Maine
$337K -$21.5K -213 -6%
MFW
428
Meristem Family Wealth
Minnesota
$335K +$127K +1,260 +61%
S
429
SimplyRich
California
$335K +$335K +3,334 New
SGI
430
Summit Global Investments
Utah
$334K +$101 +1 +0%
SIMM
431
Stillwater Investment Management (Minnesota)
Minnesota
$331K
WAP
432
Wealthcare Advisory Partners
Pennsylvania
$328K -$14.4K -143 -4%
SC
433
SouthState Corp
Florida
$327K
HR
434
Howe & Rusling
New York
$326K +$41.7K +414 +15%
MFW
435
Mosaic Family Wealth
Missouri
$322K -$1.81K -18 -0.6%
EI
436
Ellevest Inc
New York
$322K
EW
437
Element Wealth
Mississippi
$320K +$1.41K +14 +0.4%
KBFS
438
Kohmann Bosshard Financial Services
Ohio
$320K +$320K +3,180 New
BBPWM
439
Blue Bell Private Wealth Management
Pennsylvania
$312K -$9.74K -96 -3%
BCWM
440
Bartlett & Co Wealth Management
Ohio
$310K
BC
441
Bartlett & Co
Ohio
$310K
OSAM
442
O'Shaughnessy Asset Management
Connecticut
$302K
SWA
443
Stratos Wealth Advisors
Ohio
$301K -$6.15K -61 -2%
QCM
444
Quest Capital Management
Texas
$301K
MAM
445
MMA Asset Management
Pennsylvania
$300K -$403 -4 -0.1%
FA
446
Fiducient Advisors
Illinois
$295K
AIA
447
Arcadia Investment Advisors
Idaho
$293K -$604 -6 -0.2%
HR
448
Hardy Reed
Mississippi
$290K
AW
449
Avion Wealth
Texas
$288K -$5.04K -50 -2%
EWM
450
Endurance Wealth Management
Rhode Island
$287K