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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 %
PHAM
26
Palisades Hudson Asset Management
Florida
$31.3M -$307K -3,045 -1%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$30.4M +$1.53M +15,200 +5%
RJA
28
Raymond James & Associates
Florida
$29.3M +$2.63M +26,063 +10%
PFG
29
Piershale Financial Group
Illinois
$29.2M +$29.2M +290,249 New
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$29.2M +$5.42M +53,787 +23%
SFI
31
SPC Financial Inc
Maryland
$29M -$309K -3,072 -1%
RFC
32
Regions Financial Corp
Alabama
$28.7M +$841K +8,349 +3%
PA
33
Probity Advisors
Texas
$28.6M +$28.6M +284,076 New
Mariner
34
Mariner
Kansas
$28.2M +$338K +3,359 +1%
BCM
35
Brookstone Capital Management
Illinois
$26.9M +$18.6M +184,963 +225%
HighTower Advisors
36
HighTower Advisors
Illinois
$24.9M +$2.44M +24,186 +11%
COI
37
Connable Office Inc
Michigan
$24.8M -$408K -4,050 -2%
GIA
38
GHP Investment Advisors
Colorado
$24.2M -$518K -5,147 -2%
OCM
39
One Capital Management
California
$23.7M -$1.96M -19,448 -8%
Stifel Financial
40
Stifel Financial
Missouri
$23.4M -$90.6M -899,426 -79%
PSUF
41
People's United Financial
Connecticut
$23.4M -$2.97M -29,491 -11%
Prudential Financial
42
Prudential Financial
New Jersey
$21.5M +$19.8M +196,220 +1,113%
PFM
43
Phillips Financial Management
Indiana
$21M -$1.57M -15,565 -7%
HWA
44
Heartwood Wealth Advisors
Virginia
$19.5M -$2.36M -23,417 -11%
WSFS
45
Wilmington Savings Fund Society
Delaware
$17.4M +$343K +3,404 +2%
Creative Planning
46
Creative Planning
Kansas
$16.8M +$226K +2,245 +1%
SWA
47
Sax Wealth Advisors
New Jersey
$15.8M +$727K +7,221 +5%
JMF
48
Johnson Midwest Financial
Iowa
$15M +$15M +148,516 +618,817%
WA
49
Wealth Architects
California
$14.6M -$942K -9,348 -6%
PRS
50
Pinkerton Retirement Specialists
Idaho
$14.3M +$14.3M +141,724 New