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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 %
GTAM
451
Global Trust Asset Management
Florida
$373K -$6.33K -60 -2%
FFW
452
Fusion Family Wealth
New York
$373K
VFA
453
Voya Financial Advisors
Connecticut
$371K -$195K -1,863 -34%
KFI
454
Key Financial Inc
Pennsylvania
$369K -$16K -159 -4%
AllianceBernstein
455
AllianceBernstein
Tennessee
$359K -$1.37K -13 -0.4%
9WM
456
9258 Wealth Management
Ohio
$359K +$21.1K +200 +6%
CFS
457
Cannon Financial Strategists
Georgia
$358K
AP
458
Advisor Partners
California
$358K
WAP
459
Wealthcare Advisory Partners
Pennsylvania
$358K +$8.01K +76 +2%
MCM
460
Maple Capital Management
Vermont
$357K
CIR
461
Clear Investment Research
Georgia
$356K -$13.5K -128 -4%
F
462
F3Logic
Minnesota
$349K +$110K +1,048 +46%
SGI
463
Summit Global Investments
Utah
$349K +$349K +3,312 New
SIMM
464
Stillwater Investment Management (Minnesota)
Minnesota
$347K +$347K +3,292 New
TA
465
TrueWealth Advisors
Alabama
$346K
SC
466
SouthState Corp
Florida
$342K
OPWM
467
Oxinas Partners Wealth Management
Indiana
$341K +$341K +3,232 New
MFW
468
Mosaic Family Wealth
Missouri
$339K -$48.9K -464 -13%
EI
469
Ellevest Inc
New York
$337K
BBPWM
470
Blue Bell Private Wealth Management
Pennsylvania
$334K -$40.7K -386 -11%
EW
471
Element Wealth
Mississippi
$334K +$738 +7 +0.2%
SG
472
StoneX Group
New York
$328K +$113K +1,073 +53%
CST
473
Charles Schwab Trust
Nevada
$327K +$327K +3,098 New
BC
474
Bartlett & Co
Ohio
$325K -$22.4K -212 -6%
BCWM
475
Bartlett & Co Wealth Management
Ohio
$325K -$22.4K -212 -6%