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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 %
CFGS
451
Concourse Financial Group Securities
Alabama
$283K -$1.48M -14,699 -84%
TFS
452
Thoroughbred Financial Services
Tennessee
$283K
SSB
453
Sandy Spring Bank
Maryland
$277K
WS
454
Wedbush Securities
California
$274K +$30.1K +299 +12%
ATIA
455
American Trust Investment Advisors
New Hampshire
$273K
FA
456
FDx Advisors
Illinois
$273K +$273K +2,710 New
SIC
457
Sigma Investment Counselors
Michigan
$271K
CPWM
458
Cardinal Point Wealth Management
California
$271K +$52.5K +522 +24%
NWS
459
Newport Wealth Strategies
California
$268K -$12.1K -120 -4%
PP
460
Prosperity Planning
Missouri
$268K
PA
461
PFG Advisors
Arizona
$267K -$301 -3 -0.1%
AWM
462
Apollon Wealth Management
South Carolina
$267K +$267K +2,648 New
LC
463
LCNB Corp
Ohio
$258K
VVP
464
Venture Visionary Partners
Ohio
$257K +$40.4K +402 +19%
LBC
465
Lowe Brockenbrough & Co
Virginia
$256K
MC
466
Moors & Cabot
Massachusetts
$254K +$20.8K +207 +9%
FP
467
Financial Perspectives
Minnesota
$253K +$1.51K +15 +0.6%
DIA
468
Dana Investment Advisors
Wisconsin
$252K
JWM
469
Jeppson Wealth Management
California
$251K
T
470
TNF
Montana
$249K +$249K +2,400 New
NA
471
NewEdge Advisors
Louisiana
$248K -$114K -1,129 -31%
FMWA
472
Forvis Mazars Wealth Advisors
Missouri
$247K -$31K -307 -11%
CI
473
Chartist Inc
California
$247K +$247K +2,453 New
HCM
474
Hollencrest Capital Management
California
$245K
MP
475
McDonald Partners
Ohio
$244K +$605 +6 +0.2%