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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 %
GIP
501
Granite Investment Partners
California
$39K -$39K -474 -50%
MPWT
502
MassMutual Private Wealth & Trust
Connecticut
$37K
FPB
503
First PREMIER Bank
South Dakota
$37K
BWM
504
Birchcreek Wealth Management
Ohio
$37K +$37K +464 New
ONST
505
Old North State Trust
North Carolina
$33K -$9.57K -116 -22%
PFBT
506
Parkside Financial Bank & Trust
Missouri
$33K
GFPC
507
Global Financial Private Client
Florida
$32.7K
S
508
SignatureFD
Georgia
$30K -$1.93K -24 -6%
HPC
509
HM Payson & Co
Maine
$28K
OC
510
Oakworth Capital
Alabama
$27K -$44.1K -542 -62%
AWM
511
Atticus Wealth Management
Florida
$27K -$81 -1 -0.3%
CWP
512
Concord Wealth Partners
Virginia
$27K +$27K +334 New
CTC
513
Central Trust Company
Missouri
$26K -$10.2K -126 -28%
IBOK
514
Independence Bank of Kentucky
Kentucky
$26K
FF
515
FourThought Financial
Florida
$26K +$26K +330 New
JWA
516
JFS Wealth Advisors
Pennsylvania
$25K
CIAS
517
Capital Investment Advisory Services
North Carolina
$25K
CFN
518
Cordasco Financial Network
Florida
$23K
CICI
519
Capital Investment Counsel Inc
North Carolina
$22K
RWG
520
Regal Wealth Group
California
$21K -$8.47K -104 -29%
APC
521
Asset Planning Corporation
Tennessee
$21K +$21K +254 New
CWC
522
Carolinas Wealth Consulting
North Carolina
$20K -$34.8K -418 -64%
LWA
523
Lenox Wealth Advisors
New York
$20K
SSC
524
Syverson Strege & Co
Iowa
$20K +$20K +244 New
RFA
525
Reilly Financial Advisors
California
$19K