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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 %
BC
526
Barnett & Company
Tennessee
$168K -$213K -2,106 -56%
HWA
527
HHM Wealth Advisors
Tennessee
$167K
FPS
528
Fieldpoint Private Securities
Connecticut
$163K -$3.32K -33 -2%
AWM
529
AllSquare Wealth Management
New York
$162K
LPIC
530
LeJeune Puetz Investment Counsel
Michigan
$161K -$1.29M -12,800 -89%
AIC
531
Ameritas Investment Company
Nebraska
$157K -$99.5K -988 -39%
TCOV
532
Trust Company of Vermont
Vermont
$156K
BWP
533
Baldwin Wealth Partners
Massachusetts
$133K +$6.77K +67 +5%
RIM
534
Rockbridge Investment Management
New York
$132K
IRAG
535
Investment Research & Advisory Group
Georgia
$130K
ED
536
Exane Derivatives
France
$127K +$127K +1,257 New
AIC
537
Archer Investment Corporation
Indiana
$125K
LWANC
538
Laurel Wealth Advisors (North Carolina)
North Carolina
$119K +$11.6K +116 +11%
BW
539
Bison Wealth
Georgia
$112K
DSC
540
Duncker Streett & Co
Missouri
$110K
TF
541
TimeScale Financial
Massachusetts
$110K +$110K +1,096 New
GRP
542
Global Retirement Partners
California
$108K -$6.35K -63 -6%
CI
543
Cordant Inc
Oregon
$104K -$9.99K -99 -9%
MIM
544
Macroview Investment Management
Maryland
$99K +$7.22K +72 +8%
QCG
545
Quadrant Capital Group
Ohio
$98K
CFA
546
Carroll Financial Associates
North Carolina
$95K
FA
547
Fiducient Advisors
Illinois
$93K -$126K -116,582 -58%
TCWM
548
Total Clarity Wealth Management
Illinois
$93K +$93K +922 New
TWA
549
TCI Wealth Advisors
Arizona
$92K
SMG
550
Spectrum Management Group
Indiana
$85K