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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
SWA
476
Stratos Wealth Advisors
Ohio
$321K +$4.43K +42 +1%
OSAM
477
O'Shaughnessy Asset Management
Connecticut
$316K
QCM
478
Quest Capital Management
Texas
$315K
MAM
479
MMA Asset Management
Pennsylvania
$314K -$2.21K -21 -0.7%
SPL
480
Smart Portfolios LLC
Washington
$310K -$5.49K -52 -2%
FA
481
Fiducient Advisors
Illinois
$309K -$8.76M -83,017 -97%
AIA
482
Arcadia Investment Advisors
Idaho
$307K -$61.7K -585 -17%
AW
483
Avion Wealth
Texas
$306K -$244K -2,314 -44%
HR
484
Hardy Reed
Mississippi
$304K
EWM
485
Endurance Wealth Management
Rhode Island
$300K -$26.3K -250 -8%
Brown Advisory
486
Brown Advisory
Maryland
$300K -$23K -218 -7%
Deutsche Bank
487
Deutsche Bank
Germany
$297K -$154K -1,455 -34%
TFS
488
Thoroughbred Financial Services
Tennessee
$297K -$8.75K -83 -3%
HR
489
Howe & Rusling
New York
$297K
PPW
490
Parcion Private Wealth
Washington
$295K -$211K -2,000 -42%
NWS
491
Newport Wealth Strategies
California
$293K
Koshinski Asset Management
492
Koshinski Asset Management
Illinois
$293K +$293K +2,778 New
FMWA
493
Forvis Mazars Wealth Advisors
Missouri
$291K +$291K +2,757 New
SSB
494
Sandy Spring Bank
Maryland
$290K -$21.1K -200 -7%
BWA
495
BDO Wealth Advisors
Florida
$289K
FPCG
496
Fort Pitt Capital Group
Pennsylvania
$288K +$288K +2,734 New
ATIA
497
American Trust Investment Advisors
New Hampshire
$286K
SIC
498
Sigma Investment Counselors
Michigan
$284K -$63.3K -600 -18%
PP
499
Prosperity Planning
Missouri
$281K
PA
500
PFG Advisors
Arizona
$280K +$17.1K +162 +6%