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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 %
EWM
451
Endurance Wealth Management
Rhode Island
$312K -$74.5K -740 -19%
Brown Advisory
452
Brown Advisory
Maryland
$307K +$21.9K +218 +8%
NA
453
NewEdge Advisors
Louisiana
$306K -$8.06K -80 -3%
SWA
454
Stratos Wealth Advisors
Ohio
$303K +$19.4K +192 +7%
MAM
455
MMA Asset Management
Pennsylvania
$302K -$8.76K -87 -3%
OSAM
456
O'Shaughnessy Asset Management
Connecticut
$302K +$302K +3,000 New
SPL
457
Smart Portfolios LLC
Washington
$301K -$5.64K -56 -2%
QCM
458
Quest Capital Management
Texas
$301K
TPWA
459
TRUE Private Wealth Advisors
Oregon
$300K +$300K +2,982 New
SSB
460
Sandy Spring Bank
Maryland
$297K
TFS
461
Thoroughbred Financial Services
Tennessee
$292K
HR
462
Hardy Reed
Mississippi
$290K
HR
463
Howe & Rusling
New York
$284K
GWM
464
Geneos Wealth Management
Colorado
$282K +$71.7K +700 +34%
NWS
465
Newport Wealth Strategies
California
$280K +$280K +2,782 New
MSFS
466
Main Street Financial Solutions
Pennsylvania
$280K +$280K +2,783 New
GGS
467
Galvin Gaustad & Stein
Arizona
$278K -$96.9K -961 -26%
BWA
468
BDO Wealth Advisors
Florida
$276K -$20.1K -200 -7%
ATIA
469
American Trust Investment Advisors
New Hampshire
$274K
PP
470
Prosperity Planning
Missouri
$269K -$8.68K -86 -3%
LC
471
LCNB Corp
Ohio
$258K -$36.3K -360 -12%
LBC
472
Lowe Brockenbrough & Co
Virginia
$256K +$256K +2,538 New
MP
473
McDonald Partners
Ohio
$255K +$402 +4 +0.2%
DIA
474
Dana Investment Advisors
Wisconsin
$252K
PA
475
PFG Advisors
Arizona
$252K