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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.

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 Market Value Shares Shares
Change
Shares
Change %
RJA
26
Raymond James & Associates
Florida
$36.8M 348,684 +58,076 +20%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$36M 341,736 +14,322 +4%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$35.5M 336,775 -66,131 -16%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$33.6M 318,346 +16,162 +5%
HighTower Advisors
30
HighTower Advisors
Illinois
$32.9M 312,197 +65,180 +26%
EWA
31
Exencial Wealth Advisors
Oklahoma
$32.9M 312,194 -4,481 -1%
B
32
Bailard
California
$32.6M 308,778 -5,077 -2%
PHAM
33
Palisades Hudson Asset Management
Florida
$32.5M 308,210 -2,772 -0.9%
PFG
34
Piershale Financial Group
Illinois
$30.6M 289,788 -461 -0.2%
RFC
35
Regions Financial Corp
Alabama
$30M 284,749 -627 -0.2%
Mariner
36
Mariner
Kansas
$29.5M 279,329 -622 -0.2%
PA
37
Probity Advisors
Texas
$29.3M 277,937 -6,139 -2%
BCM
38
Brookstone Capital Management
Illinois
$27.3M 267,098 -180 -0.1%
OCM
39
One Capital Management
California
$26.7M 253,132 +18,199 +8%
Stifel Financial
40
Stifel Financial
Missouri
$25.9M 245,772 +13,297 +6%
GIA
41
GHP Investment Advisors
Colorado
$25.1M 237,893 -2,294 -1%
SFI
42
SPC Financial Inc
Maryland
$23M 218,157 -69,516 -24%
Prudential Financial
43
Prudential Financial
New Jersey
$22.7M 215,279 +1,422 +0.7%
PFM
44
Phillips Financial Management
Indiana
$21.2M 201,379 -7,340 -4%
Goldman Sachs
45
Goldman Sachs
New York
$20.7M 196,363 +57,498 +41%
PSUF
46
People's United Financial
Connecticut
$20.4M 193,646 -38,550 -17%
HWA
47
Heartwood Wealth Advisors
Virginia
$20.3M 192,717 -854 -0.4%
WSFS
48
Wilmington Savings Fund Society
Delaware
$18.6M 176,233 +3,911 +2%
Creative Planning
49
Creative Planning
Kansas
$17M 161,032 -5,374 -3%
SWA
50
Sax Wealth Advisors
New Jersey
$16.5M 156,044 -676 -0.4%