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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 %
JWM
476
Jeppson Wealth Management
California
$251K
TA
477
Tiedemann Advisors
New York
$245K +$245K +2,428 New
HCM
478
Hollencrest Capital Management
California
$245K +$245K +2,431 New
KL
479
KWMG LLC
Kansas
$244K +$244K +2,419 New
BBNA
480
Bremer Bank National Association
Minnesota
$241K -$17.3K -172 -7%
MCM
481
Mainstay Capital Management
Michigan
$240K +$240K +2,381 New
AP
482
Atwood & Palmer
Missouri
$239K
RRC
483
Relaxing Retirement Coach
Massachusetts
$239K +$239K +2,370 New
SWRP
484
Summit Wealth & Retirement Planning
California
$238K +$238K +2,364 New
MA
485
Mezzasalma Advisors
New Jersey
$235K -$32.7K -324 -12%
FCBT
486
First Citizens Bank & Trust
North Carolina
$234K +$234K +2,322 New
WFA
487
Wellspring Financial Advisors
Ohio
$234K +$234K +2,344 New
F
488
F3Logic
Minnesota
$227K +$227K +2,262 New
CL
489
Choreo LLC
Illinois
$226K +$226K +2,241 New
GL
490
Graypoint LLC
New York
$224K +$224K +2,224 New
SFWA
491
Summit Financial Wealth Advisors
Louisiana
$223K +$223K +2,740 New
PAM
492
Peak Asset Management
Colorado
$222K +$222K +2,200 New
VVP
493
Venture Visionary Partners
Ohio
$221K +$221K +2,198 New
CPWM
494
Cardinal Point Wealth Management
California
$219K +$219K +2,174 New
MC
495
Moors & Cabot
Massachusetts
$218K +$218K +2,165 New
MWPCG
496
Measured Wealth Private Client Group
New Hampshire
$217K +$217K +2,158 New
MFT
497
Moisand Fitzgerald Tamayo
Florida
$214K +$201 +2 +0.1%
AB
498
Atlas Brown
Kentucky
$214K +$214K +2,120 New
DW
499
Domani Wealth
Pennsylvania
$213K +$213K +2,114 New
GC
500
Garde Capital
Washington
$212K