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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
GWA
476
GGM Wealth Advisors
Maryland
$243K -$2.77M -26,127 -92%
GWM
477
Geneos Wealth Management
Colorado
$243K -$29.5K -288 -11%
CST
478
Charles Schwab Trust
Nevada
$242K -$70.4K -698 -23%
ONB
479
Old National Bancorp
Indiana
$242K -$11.4K -113 -4%
BPA
480
Beacon Pointe Advisors
California
$242K +$2.52K +25 +1%
CA
481
Continuum Advisory
Idaho
$241K -$277K -2,747 -53%
SPL
482
Smart Portfolios LLC
Washington
$241K -$54.4K -541 -18%
GGS
483
Galvin Gaustad & Stein
Arizona
$241K -$13.4K -133 -5%
AIM
484
Anchor Investment Management
South Carolina
$241K +$10.6K +105 +5%
RRC
485
Relaxing Retirement Coach
Massachusetts
$239K
AP
486
Atwood & Palmer
Missouri
$239K
FCBT
487
First Citizens Bank & Trust
North Carolina
$235K +$17.2K +171 +8%
KL
488
KWMG LLC
Kansas
$233K -$9.45K -94 -4%
MA
489
Mezzasalma Advisors
New Jersey
$233K
HI
490
Harbour Investments
Wisconsin
$232K -$133K -1,321 -36%
HW
491
Hedeker Wealth
Illinois
$232K +$6.32K +63 +3%
PFA
492
Pinnacle Family Advisors
Missouri
$229K -$11.1M -110,256 -98%
TPA
493
Trivium Point Advisory
Connecticut
$229K +$22.3K +214 +11%
GL
494
Graypoint LLC
New York
$228K
Brown Advisory
495
Brown Advisory
Maryland
$225K -$60.3K -600 -21%
PAM
496
Peak Asset Management
Colorado
$221K
AB
497
Atlas Brown
Kentucky
$218K -$5.34K -53 -2%
ANTB
498
AMG National Trust Bank
Colorado
$218K +$8.55K +85 +4%
QCIG
499
Quad-Cities Investment Group
Iowa
$218K +$218K +2,168 New
BWP
500
Baldwin Wealth Partners
Massachusetts
$216K +$9.67K +96 +5%