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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 %
AP
451
Atwood & Palmer
Missouri
$193K -$81 -1 -0%
MFT
452
Moisand Fitzgerald Tamayo
Florida
$173K -$8.79K -108 -5%
GC
453
Garde Capital
Washington
$171K +$171K +2,104 New
JPLA
454
Joseph P. Lucia & Associates
New York
$164K +$164K +2,014 New
CA
455
Clearstead Advisors
Ohio
$156K -$16.4K -202 -10%
DWP
456
Destiny Wealth Partners
Florida
$146K +$146K +1,792 New
PO
457
Private Ocean
California
$144K -$3.98K -49 -3%
CFD
458
Creative Financial Designs
Indiana
$141K -$11.8K -145 -8%
JGIA
459
Jackson Grant Investment Advisers
Connecticut
$141K
COCM
460
Charter Oak Capital Management
New Hampshire
$141K +$141K +1,736 New
PMFA
461
Plante Moran Financial Advisors
Michigan
$135K
HWA
462
HHM Wealth Advisors
Tennessee
$135K +$135K +1,660 New
FPS
463
Fieldpoint Private Securities
Connecticut
$134K +$134K +1,654 New
AWM
464
AllSquare Wealth Management
New York
$131K
TCOV
465
Trust Company of Vermont
Vermont
$126K
WEC
466
Winslow Evans & Crocker
Massachusetts
$121K +$81.2K +1,000 +204%
CTB
467
Country Trust Bank
Illinois
$118K -$7.3K -90 -6%
PFO
468
Pathstone Family Office
New Jersey
$118K +$18.6K +230 +19%
RIM
469
Rockbridge Investment Management
New York
$107K
IRAG
470
Investment Research & Advisory Group
Georgia
$105K
SSW
471
Smith Shellnut Wilson
Mississippi
$102K +$89.8K +1,104 +736%
BWP
472
Baldwin Wealth Partners
Massachusetts
$102K +$100K +1,230 +6,150%
AIC
473
Archer Investment Corporation
Indiana
$101K
PWM
474
Perigon Wealth Management
California
$97K +$97K +1,198 New
GRP
475
Global Retirement Partners
California
$92K -$48.2K -594 -34%