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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 %
CAMG
501
CWA Asset Management Group
Florida
$215K -$23.2K -230 -10%
KCM
502
Kendall Capital Management
Maryland
$215K
HIMC
503
Heritage Investors Management Corp
Maryland
$212K
MFT
504
Moisand Fitzgerald Tamayo
Florida
$212K +$603 +6 +0.3%
IAIM
505
International Assets Investment Management
Florida
$211K -$22.7K -196 -10%
FTUS
506
Flow Traders U.S.
New York
$209K -$676K -6,719 -76%
PPW
507
Parcion Private Wealth
Washington
$208K -$83.2K -800 -29%
BFS
508
Bickling Financial Services
Massachusetts
$208K
VWA
509
V Wealth Advisors
Kansas
$206K -$2.66M -26,404 -93%
RBFC
510
Roman Butler Fullerton & Co
Missouri
$203K -$2.55M -24,551 -93%
AC
511
Abbrea Capital
California
$203K
JPLA
512
Joseph P. Lucia & Associates
New York
$203K
PMG
513
ProVise Management Group
Florida
$202K -$20.7K -206 -9%
GC
514
Garde Capital
Washington
$199K
CA
515
Clearstead Advisors
Ohio
$193K
EW
516
Evoke Wealth
California
$191K -$804K -8,000 -81%
Deutsche Bank
517
Deutsche Bank
Germany
$191K -$91.1K -906 -32%
DWP
518
Destiny Wealth Partners
Florida
$181K +$181K +1,794 New
PMFA
519
Plante Moran Financial Advisors
Michigan
$180K
PO
520
Private Ocean
California
$178K
JGIA
521
Jackson Grant Investment Advisers
Connecticut
$177K +$908 +9 +0.5%
Bessemer Group
522
Bessemer Group
New Jersey
$171K
HWA
523
HHM Wealth Advisors
Tennessee
$167K
FPS
524
Fieldpoint Private Securities
Connecticut
$163K
AWM
525
AllSquare Wealth Management
New York
$162K