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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 %
WB
576
Webster Bank
Connecticut
$32K +$32K +320 New
OC
577
Oakworth Capital
Alabama
$31K
CIAS
578
Capital Investment Advisory Services
North Carolina
$31K
Barclays
579
Barclays
United Kingdom
$31K +$9.57K +96 +45%
CWP
580
Concord Wealth Partners
Virginia
$29K -$3.84K -38 -12%
CFN
581
Cordasco Financial Network
Florida
$29K
ACA
582
Aptus Capital Advisors
Alabama
$29K +$29K +293 New
BW
583
Bison Wealth
Georgia
$27K -$79.8K -786 -75%
CICI
584
Capital Investment Counsel Inc
North Carolina
$27K
LWM
585
Liberty Wealth Management
California
$27K +$8.39K +82 +45%
SSW
586
Smith Shellnut Wilson
Mississippi
$25K -$998K -9,864 -98%
BU
587
BBVA USA
Alabama
$25K
SSC
588
Syverson Strege & Co
Iowa
$25K
Optiver Holding
589
Optiver Holding
Netherlands
$25K +$25K +249 New
IWA
590
IBEX Wealth Advisors
New Jersey
$25K +$25K +250 New
KFS
591
Kelly Financial Services
Massachusetts
$23K -$2.4M -23,846 -99%
FCM
592
Firestone Capital Management
Florida
$23K
CC
593
Corsicana & Co
Texas
$22K
PB
594
Pinnacle Bancorp
Nebraska
$22K
SIAP
595
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$22K
AC
596
AlphaCore Capital
California
$22K +$22K +219 New
JCM
597
Jacobi Capital Management
Pennsylvania
$21K -$2.04K -20 -9%
AIP
598
Ameritas Investment Partners
Nebraska
$21K
SWM
599
Selective Wealth Management
Virginia
$20K
PCFFS
600
Pacific Center for Financial Services
California
$19K +$19K +187 New