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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.

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 Market Value Shares Shares
Change
Shares
Change %
Mariner
26
Mariner
Kansas
$35M 347,993 +68,664 +25%
PFM
27
Parsec Financial Management
North Carolina
$34.7M 314,294 +185,551 +144%
Osaic Holdings
28
Osaic Holdings
Arizona
$33.8M 335,160 -2,238,955 -87%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$32.5M 323,269 +4,923 +2%
B
30
Bailard
California
$31M 307,998 -780 -0.3%
PHAM
31
Palisades Hudson Asset Management
Florida
$30.8M 306,421 -1,789 -0.6%
PA
32
Probity Advisors
Texas
$28.2M 280,299 +2,362 +0.8%
HighTower Advisors
33
HighTower Advisors
Illinois
$27.7M 275,338 -36,859 -12%
OCM
34
One Capital Management
California
$25.7M 255,120 +1,988 +0.8%
GIA
35
GHP Investment Advisors
Colorado
$23.7M 235,182 -2,711 -1%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$23.4M 232,341 -109,395 -32%
Stifel Financial
37
Stifel Financial
Missouri
$22.8M 226,517 -19,255 -8%
SFI
38
SPC Financial Inc
Maryland
$22.2M 220,972 +2,815 +1%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$21.9M 217,120 -155,717 -42%
Goldman Sachs
40
Goldman Sachs
New York
$21.7M 216,029 +19,666 +10%
PFM
41
Phillips Financial Management
Indiana
$20.8M 206,762 +5,383 +3%
WSFS
42
Wilmington Savings Fund Society
Delaware
$19.8M 196,298 +20,065 +11%
HWA
43
Heartwood Wealth Advisors
Virginia
$19.5M 193,760 +1,043 +0.5%
PSUF
44
People's United Financial
Connecticut
$16.6M 165,328 -28,318 -15%
PFG
45
Piershale Financial Group
Illinois
$16.2M 160,987 -128,801 -44%
SWA
46
Sax Wealth Advisors
New Jersey
$15.9M 157,706 +1,662 +1%
Creative Planning
47
Creative Planning
Kansas
$15.3M 152,157 -8,875 -6%
EIP
48
Ellis Investment Partners
Pennsylvania
$13.5M 134,073 +1,704 +1%
WA
49
Wealth Architects
California
$13.4M 133,103 -4,223 -3%
BOS
50
Bingham Osborn & Scarborough
California
$12.6M 125,486 -1,367 -1%