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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 %
BFEC
551
Benjamin F. Edwards & Company
Missouri
$83K +$32.4K +320 +64%
OCM
552
Orion Capital Management
California
$81K
AWA
553
Arkadios Wealth Advisors
Georgia
$80K +$62.8K +625 +365%
BFC
554
Bedel Financial Consulting
Indiana
$76K +$3.04K +30 +4%
EFSCE
555
Enterprise Financial Services Corp (EFSC)
Missouri
$75K -$8.62K -86 -10%
GAM
556
Gemmer Asset Management
California
$75K
EVM
557
Eaton Vance Management
Massachusetts
$75K +$75K +742 New
FRA
558
Front Row Advisors
California
$71K
WT
559
Washington Trust
Rhode Island
$70K
TWM
560
Tradition Wealth Management
Minnesota
$68K
BlackRock
561
BlackRock
New York
$64K -$2.55K -25 -4%
BA
562
Bellwether Advisors
Nebraska
$63K +$12.8K +127 +25%
SWA
563
Sutton Wealth Advisors
Florida
$57.7K
DWP
564
Destiny Wealth Partners
Florida
$56K -$124K -1,236 -69%
GIP
565
Granite Investment Partners
California
$48K +$101 +1 +0.2%
SFMG
566
Sage Financial Management Group
Virginia
$47K +$47K +462 New
SQA
567
Simon Quick Advisors
New Jersey
$45K -$14.9K -150 -25%
SC
568
Sierra Capital
Florida
$45K +$45K +450 New
PFBT
569
Parkside Financial Bank & Trust
Missouri
$42K
GFPC
570
Global Financial Private Client
Florida
$40.9K
ONST
571
Old North State Trust
North Carolina
$40K
CG
572
Cutler Group
California
$40K +$40K +400 New
MPWT
573
MassMutual Private Wealth & Trust
Connecticut
$38K -$8.01K -79 -17%
HPC
574
HM Payson & Co
Maine
$34K
AWM
575
Atticus Wealth Management
Florida
$34K