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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 %
PA
526
PSI Advisors
Florida
$162K +$162K +1,614 New
LPIC
527
LeJeune Puetz Investment Counsel
Michigan
$161K
COCM
528
Charter Oak Capital Management
New Hampshire
$159K -$9.88K -98 -6%
AIC
529
Archer Investment Corporation
Indiana
$145K +$19.8K +197 +16%
RIM
530
Rockbridge Investment Management
New York
$132K
IRAG
531
Investment Research & Advisory Group
Georgia
$131K
LWANC
532
Laurel Wealth Advisors (North Carolina)
North Carolina
$119K
CFA
533
Carroll Financial Associates
North Carolina
$115K
DSC
534
Duncker Streett & Co
Missouri
$110K
CTB
535
Country Trust Bank
Illinois
$109K -$28.2K -280 -21%
MSFP
536
Mark Sheptoff Financial Planning
Connecticut
$108K
FA
537
Flagstar Advisors
New York
$105K +$105K +1,045 New
EVM
538
Eaton Vance Management
Massachusetts
$104K -$4.75K -47 -4%
CI
539
Cordant Inc
Oregon
$102K +$3.02K +30 +3%
QCG
540
Quadrant Capital Group
Ohio
$98K
CCM
541
Covington Capital Management
California
$97K +$34.8K +345 +56%
TWA
542
TCI Wealth Advisors
Arizona
$93K +$1.61K +16 +2%
TAM
543
Townsend Asset Management
North Carolina
$93K +$90.8K +900 +4,091%
CDIA
544
Capital Directions Investment Advisors
Georgia
$90K +$14.9K +148 +20%
BFC
545
Bedel Financial Consulting
Indiana
$88K
SMG
546
Spectrum Management Group
Indiana
$85K
OCM
547
Orion Capital Management
California
$81K
GAM
548
Gemmer Asset Management
California
$80K
FRA
549
Front Row Advisors
California
$70K
WT
550
Washington Trust
Rhode Island
$70K