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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 %
TSS
501
Two Sigma Securities
New York
$280K +$280K +2,656 New
GWM
502
Geneos Wealth Management
Colorado
$278K -$10.3K -98 -4%
LC
503
LCNB Corp
Ohio
$270K
LBC
504
Lowe Brockenbrough & Co
Virginia
$268K
GGS
505
Galvin Gaustad & Stein
Arizona
$267K -$23.7K -225 -8%
ONB
506
Old National Bancorp
Indiana
$265K +$265K +2,515 New
DIA
507
Dana Investment Advisors
Wisconsin
$264K
MCM
508
Mainstay Capital Management
Michigan
$264K +$13.2K +125 +5%
FP
509
Financial Perspectives
Minnesota
$263K -$26.1M -247,545 -99%
JWM
510
Jeppson Wealth Management
California
$263K
HCM
511
Hollencrest Capital Management
California
$257K
TA
512
Tiedemann Advisors
New York
$256K
Citadel Advisors
513
Citadel Advisors
Florida
$256K +$256K +2,428 New
MP
514
McDonald Partners
Ohio
$255K -$12.7K -120 -5%
WS
515
Wedbush Securities
California
$255K +$255K +2,423 New
BPA
516
Beacon Pointe Advisors
California
$251K +$34.7K +329 +16%
CAMG
517
CWA Asset Management Group
Florida
$251K +$251K +2,362 New
RRC
518
Relaxing Retirement Coach
Massachusetts
$250K
AP
519
Atwood & Palmer
Missouri
$250K
BBNA
520
Bremer Bank National Association
Minnesota
$248K -$5.07K -48 -2%
SCA
521
Snowden Capital Advisors
New York
$246K +$246K +2,335 New
MA
522
Mezzasalma Advisors
New Jersey
$244K -$1.48K -14 -0.6%
MC
523
Moors & Cabot
Massachusetts
$244K +$16.1K +153 +7%
IAIM
524
International Assets Investment Management
Florida
$243K -$249K -2,064 -51%
KL
525
KWMG LLC
Kansas
$243K -$806 -8 -0.3%