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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 %
CFA
576
Carroll Financial Associates
North Carolina
$121K +$21K +200 +21%
GLLW
577
Graves Light Lenhart Wealth
Virginia
$121K +$121K +1,143 New
GRP
578
Global Retirement Partners
California
$118K +$4.86K +46 +4%
DSC
579
Duncker Streett & Co
Missouri
$116K
EVM
580
Eaton Vance Management
Massachusetts
$113K +$35.1K +334 +45%
MSFP
581
Mark Sheptoff Financial Planning
Connecticut
$113K +$113K +1,075 New
BW
582
Bison Wealth
Georgia
$111K -$6.33K -60 -5%
CI
583
Cordant Inc
Oregon
$104K -$4.97K -47 -5%
QCG
584
Quadrant Capital Group
Ohio
$102K
MIM
585
Macroview Investment Management
Maryland
$97K -$6.95K -66 -7%
TWA
586
TCI Wealth Advisors
Arizona
$96K
BFC
587
Bedel Financial Consulting
Indiana
$92K +$12.7K +120 +16%
SMG
588
Spectrum Management Group
Indiana
$89K
OCM
589
Orion Capital Management
California
$85K
GAM
590
Gemmer Asset Management
California
$84K +$4.77K +45 +6%
BFEC
591
Benjamin F. Edwards & Company
Missouri
$83K -$3.81K -36 -4%
EFSCE
592
Enterprise Financial Services Corp (EFSC)
Missouri
$82K +$2.65K +25 +3%
CDIA
593
Capital Directions Investment Advisors
Georgia
$79K +$79K +748 New
BA
594
Bellwether Advisors
Nebraska
$74K +$8.29K +79 +13%
WT
595
Washington Trust
Rhode Island
$73K
TWM
596
Tradition Wealth Management
Minnesota
$71K
FRA
597
Front Row Advisors
California
$69K
CCM
598
Covington Capital Management
California
$65K +$65K +618 New
SWA
599
Sutton Wealth Advisors
Florida
$60.4K
BlackRock
600
BlackRock
New York
$55K -$11.6K -109 -17%