IJS icon

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 %
HIMC
501
Heritage Investors Management Corp
Maryland
$212K +$212K +2,100 New
CGA
502
Crescent Grove Advisors
Illinois
$212K +$212K +2,108 New
KCM
503
Kendall Capital Management
Maryland
$211K +$211K +2,098 New
MFW
504
Meristem Family Wealth
Minnesota
$209K +$209K +2,070 New
BFS
505
Bickling Financial Services
Massachusetts
$208K +$208K +2,069 New
VFA
506
Valeo Financial Advisors
Indiana
$206K -$37.5K -372 -15%
BFM
507
Boston Financial Management
Massachusetts
$206K +$206K +2,040 New
NEWAS
508
N.E.W. Advisory Services
Wisconsin
$205K -$134K -1,310 -39%
BPA
509
Beacon Pointe Advisors
California
$205K -$80.3K -803 -28%
SG
510
StoneX Group
New York
$205K +$205K +2,037 New
JPLA
511
Joseph P. Lucia & Associates
New York
$203K
FA
512
FDx Advisors
Illinois
$203K +$203K +2,016 New
AC
513
Abbrea Capital
California
$203K +$203K +2,016 New
DL
514
DOHJ LLC
Washington
$202K +$202K +2,009 New
HI
515
Harbour Investments
Wisconsin
$197K +$197K +1,954 New
AIM
516
Anchor Investment Management
South Carolina
$196K +$196K +1,942 New
CA
517
Clearstead Advisors
Ohio
$193K
CFD
518
Creative Financial Designs
Indiana
$184K +$8.38K +83 +5%
SSW
519
Smith Shellnut Wilson
Mississippi
$184K +$57.8K +575 +46%
PMFA
520
Plante Moran Financial Advisors
Michigan
$180K +$12.3K +122 +7%
PSIWM
521
Paradigm Strategies in Wealth Management
Minnesota
$180K +$180K +1,790 New
PO
522
Private Ocean
California
$178K -$101 -1 -0.1%
JGIA
523
Jackson Grant Investment Advisers
Connecticut
$176K +$606 +6 +0.3%
COCM
524
Charter Oak Capital Management
New Hampshire
$175K +$201 +2 +0.1%
CTB
525
Country Trust Bank
Illinois
$170K +$23.1K +229 +16%