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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 %
FF
576
FourThought Financial
Florida
$33K
IBOK
577
Independence Bank of Kentucky
Kentucky
$32K
CTC
578
Central Trust Company
Missouri
$32K
OC
579
Oakworth Capital
Alabama
$31K -$2.42K -24 -7%
CIAS
580
Capital Investment Advisory Services
North Carolina
$31K
S
581
SignatureFD
Georgia
$30K -$7.28K -73 -20%
JWA
582
JFS Wealth Advisors
Pennsylvania
$30K
CFN
583
Cordasco Financial Network
Florida
$29K
CICI
584
Capital Investment Counsel Inc
North Carolina
$27K
RWG
585
Regal Wealth Group
California
$26K +$100 +1 +0.4%
LWA
586
Lenox Wealth Advisors
New York
$25K
SSC
587
Syverson Strege & Co
Iowa
$25K
CWC
588
Carolinas Wealth Consulting
North Carolina
$24K
RFA
589
Reilly Financial Advisors
California
$24K
TC
590
Truvestments Capital
Florida
$23K
KFS
591
Kelly Financial Services
Massachusetts
$23K
PB
592
Pinnacle Bancorp
Nebraska
$22K -$45.2K -452 -67%
SIAP
593
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$22K
FCM
594
Firestone Capital Management
Florida
$22K
AIP
595
Ameritas Investment Partners
Nebraska
$21K
NFSG
596
Newbridge Financial Services Group
Florida
$21K +$100 +1 +0.5%
SWM
597
Selective Wealth Management
Virginia
$20K
EP
598
Eudaimonia Partners
Tennessee
$19K +$19K +192 New
MF
599
Manchester Financial
California
$16K
AssetMark Inc
600
AssetMark Inc
California
$15K -$2.2K -22 -13%