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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 %
GC
551
Garde Capital
Washington
$209K -$13.2K -125 -6%
CA
552
Cornerstone Advisory
Maryland
$209K +$209K +1,978 New
IIC
553
Integrated Investment Consultants
Michigan
$207K +$207K +1,967 New
CFS
554
CRA Financial Services
New Jersey
$205K +$205K +1,948 New
CT
555
Columbia Trust
Oregon
$205K +$205K +1,948 New
CA
556
Clearstead Advisors
Ohio
$202K
PMFA
557
Plante Moran Financial Advisors
Michigan
$188K
PO
558
Private Ocean
California
$187K +$106 +1 +0.1%
JGIA
559
Jackson Grant Investment Advisers
Connecticut
$184K +$422 +4 +0.2%
Bessemer Group
560
Bessemer Group
New Jersey
$179K +$179K +1,700 New
COCM
561
Charter Oak Capital Management
New Hampshire
$177K -$6.66K -63 -4%
HWA
562
HHM Wealth Advisors
Tennessee
$175K
AWM
563
AllSquare Wealth Management
New York
$170K
LPIC
564
LeJeune Puetz Investment Counsel
Michigan
$169K
FPS
565
Fieldpoint Private Securities
Connecticut
$166K
TCOV
566
Trust Company of Vermont
Vermont
$163K
LWCFA
567
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$158K +$158K +1,500 New
PSIWM
568
Paradigm Strategies in Wealth Management
Minnesota
$154K -$34.9K -331 -18%
ECM
569
ExodusPoint Capital Management
New York
$151K +$151K +1,429 New
CAAS
570
Capital Asset Advisory Services
Michigan
$147K +$147K +1,391 New
CTB
571
Country Trust Bank
Illinois
$144K -$33.7K -319 -19%
RIM
572
Rockbridge Investment Management
New York
$138K
IRAG
573
Investment Research & Advisory Group
Georgia
$136K
AIC
574
Archer Investment Corporation
Indiana
$131K
LWANC
575
Laurel Wealth Advisors (North Carolina)
North Carolina
$125K