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iShares S&P Small-Cap 600 Value ETF

709 hedge funds and large institutions have $5.94B invested in iShares S&P Small-Cap 600 Value ETF in 2021 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 220 increasing their positions, 205 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
+72
Holders Change %
+11.3%
% of All Funds
10.95%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.43%
New
135
Increased
220
Reduced
205
Closed
51
Calls
$7.2M
Puts
$8.85M
Net Calls
-$1.65M
Net Calls Change
-$4.36M
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
576
Snowden Capital Advisors
New York
$128K +$128K +1,232 New
LWANC
577
Laurel Wealth Advisors (North Carolina)
North Carolina
$124K
CFA
578
Carroll Financial Associates
North Carolina
$120K
DSC
579
Duncker Streett & Co
Missouri
$115K
OC
580
Oakworth Capital
Alabama
$115K +$82.9K +796 +258%
CTB
581
Country Trust Bank
Illinois
$113K
MSFP
582
Mark Sheptoff Financial Planning
Connecticut
$112K
EVM
583
Eaton Vance Management
Massachusetts
$110K +$2.1K +20 +2%
National Bank of Canada
584
National Bank of Canada
Quebec, Canada
$107K +$107K +1,027 New
OFG
585
Oxford Financial Group
Indiana
$105K +$105K +1,007 New
CI
586
Cordant Inc
Oregon
$103K -$3.14K -30 -3%
LPP
587
Life Planning Partners
Florida
$103K +$103K +987 New
CCM
588
Covington Capital Management
California
$101K
QCG
589
Quadrant Capital Group
Ohio
$101K
TAM
590
Townsend Asset Management
North Carolina
$96K
TWA
591
TCI Wealth Advisors
Arizona
$95K -$1.67K -16 -2%
SFM
592
Signet Financial Management
New Jersey
$95K +$95K +907 New
Kayne Anderson Rudnick Investment Management
593
Kayne Anderson Rudnick Investment Management
California
$92K +$92K +879 New
BFC
594
Bedel Financial Consulting
Indiana
$91K
SMG
595
Spectrum Management Group
Indiana
$88K
OCM
596
Orion Capital Management
California
$84K
GAM
597
Gemmer Asset Management
California
$83K
AHIA
598
Andrew Hill Investment Advisors
Florida
$82K +$82K +792 New
HI
599
Harbour Investments
Wisconsin
$81K -$159K -1,526 -66%
FRA
600
Front Row Advisors
California
$73K