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iShares S&P Small-Cap 600 Value ETF

571 hedge funds and large institutions have $4.05B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 127 increasing their positions, 217 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+95
Holders Change %
+19.96%
% of All Funds
10.13%
Holding in Top 10
27
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+80%
% of All Funds
0.48%
New
131
Increased
127
Reduced
217
Closed
27
Calls
$2.58M
Puts
$1.44M
Net Calls
+$1.14M
Net Calls Change
+$735K
Name Holding Trade Value Shares
Change
Shares
Change %
CI
476
Cordant Inc
Oregon
$92K
BW
477
Bison Wealth
Georgia
$90K -$14.6K -180 -14%
DSC
478
Duncker Streett & Co
Missouri
$89K
LWANC
479
Laurel Wealth Advisors (North Carolina)
North Carolina
$87K +$81 +1 +0.1%
QCG
480
Quadrant Capital Group
Ohio
$79K -$89.1K -1,094 -53%
CFA
481
Carroll Financial Associates
North Carolina
$77K
CDIA
482
Capital Directions Investment Advisors
Georgia
$76K
TWA
483
TCI Wealth Advisors
Arizona
$74K
MIM
484
Macroview Investment Management
Maryland
$74K +$2.35K +29 +3%
EFSCE
485
Enterprise Financial Services Corp (EFSC)
Missouri
$68K
SMG
486
Spectrum Management Group
Indiana
$68K
OCM
487
Orion Capital Management
California
$65K +$65K +804 New
GAM
488
Gemmer Asset Management
California
$61K
BFC
489
Bedel Financial Consulting
Indiana
$59K
FRA
490
Front Row Advisors
California
$57K -$57K -700 -50%
WT
491
Washington Trust
Rhode Island
$56K
PB
492
Pinnacle Bancorp
Nebraska
$55K
TWM
493
Tradition Wealth Management
Minnesota
$55K +$55K +674 New
BlackRock
494
BlackRock
New York
$53K
SQA
495
Simon Quick Advisors
New Jersey
$49K +$49K +604 New
SWA
496
Sutton Wealth Advisors
Florida
$46.6K +$569 +7 +1%
PS
497
Planned Solutions
California
$45K
SIC
498
Salem Investment Counselors
North Carolina
$44K +$44K +540 New
BFEC
499
Benjamin F. Edwards & Company
Missouri
$41K
BA
500
Bellwether Advisors
Nebraska
$40K +$40K +499 New