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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 %
AIM
526
Anchor Investment Management
South Carolina
$241K +$36.5K +346 +18%
GL
527
Graypoint LLC
New York
$239K +$4.53K +43 +2%
HW
528
Hedeker Wealth
Illinois
$237K +$237K +2,249 New
AB
529
Atlas Brown
Kentucky
$234K +$10.2K +97 +5%
PCM
530
Penserra Capital Management
California
$234K +$234K +2,220 New
PMG
531
ProVise Management Group
Florida
$233K +$233K +2,214 New
PAM
532
Peak Asset Management
Colorado
$232K
CPWM
533
Cardinal Point Wealth Management
California
$229K
FCBT
534
First Citizens Bank & Trust
North Carolina
$228K -$16.9K -160 -7%
MWPCG
535
Measured Wealth Private Client Group
New Hampshire
$228K
KFS
536
Kelly Financial Services
Massachusetts
$228K +$226K +23,847 +10,459%
VVP
537
Venture Visionary Partners
Ohio
$227K -$4.64K -44 -2%
KCM
538
Kendall Capital Management
Maryland
$225K +$3.59K +34 +2%
DW
539
Domani Wealth
Pennsylvania
$223K
MFT
540
Moisand Fitzgerald Tamayo
Florida
$222K -$2.53K -24 -1%
HIMC
541
Heritage Investors Management Corp
Maryland
$222K
ANTB
542
AMG National Trust Bank
Colorado
$220K +$220K +2,082 New
MFW
543
Meristem Family Wealth
Minnesota
$218K
BFS
544
Bickling Financial Services
Massachusetts
$218K
BWP
545
Baldwin Wealth Partners
Massachusetts
$216K +$77.2K +732 +56%
AC
546
Abbrea Capital
California
$213K
SAG
547
Spotlight Asset Group
Illinois
$212K -$2.41M -22,822 -92%
JPLA
548
Joseph P. Lucia & Associates
New York
$212K
AIP
549
Ahrens Investment Partners
Louisiana
$212K +$212K +2,013 New
TPA
550
Trivium Point Advisory
Connecticut
$210K +$210K +1,988 New