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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 %
BA
551
Bellwether Advisors
Nebraska
$68K -$3.66K -36 -5%
TWM
552
Tradition Wealth Management
Minnesota
$68K
SWA
553
Sutton Wealth Advisors
Florida
$57.7K
MIM
554
Macroview Investment Management
Maryland
$55K -$37.6K -374 -41%
JEST
555
JTC Employer Solutions Trustee
Jersey
$53K
BFEC
556
Benjamin F. Edwards & Company
Missouri
$52K -$27.3K -270 -34%
BlackRock
557
BlackRock
New York
$48K -$3.69K -37 -7%
GIP
558
Granite Investment Partners
California
$48K +$201 +2 +0.4%
SC
559
Sierra Capital
Florida
$47K
SQA
560
Simon Quick Advisors
New Jersey
$45K
Koshinski Asset Management
561
Koshinski Asset Management
Illinois
$43.3K -$236K -2,348 -85%
CWC
562
Carolinas Wealth Consulting
North Carolina
$43K -$4.31K -43 -9%
ST
563
Smithfield Trust
Pennsylvania
$42K +$42K +418 New
GFPC
564
Global Financial Private Client
Florida
$41.3K
PFBT
565
Parkside Financial Bank & Trust
Missouri
$41K
KTC
566
Kistler-Tiffany Companies
Pennsylvania
$40K
S
567
SignatureFD
Georgia
$40K +$9.75K +97 +32%
RFA
568
Reilly Financial Advisors
California
$40K +$16.2K +160 +68%
MPWT
569
MassMutual Private Wealth & Trust
Connecticut
$38K
LWA
570
Lenox Wealth Advisors
New York
$36K
AWM
571
Atticus Wealth Management
Florida
$34K
HPC
572
HM Payson & Co
Maine
$34K
FF
573
FourThought Financial
Florida
$33K
IBOK
574
Independence Bank of Kentucky
Kentucky
$32K
CTC
575
Central Trust Company
Missouri
$32K