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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 %
LWM
601
Liberty Wealth Management
California
$15K
BA
602
Ballast Advisors
Minnesota
$15K +$8.88K +87 +145%
IWMWV
603
Ironwood Wealth Management (West Virginia)
West Virginia
$15K +$15K +150 New
CWP
604
Concord Wealth Partners
Virginia
$14K -$20.6K -199 -60%
JCM
605
Jacobi Capital Management
Pennsylvania
$14K -$1.03K -10 -7%
ME
606
McIlrath & Eck
Washington
$14K
HS
607
Horan Securities
United States
$13K
BAMG
608
Brand Asset Management Group
Missouri
$13K
HIA
609
Harbor Investment Advisory
Maryland
$12K
FCA
610
FinTrust Capital Advisors
South Carolina
$11K
SIS
611
Sound Income Strategies
Florida
$10.4K
RP
612
Rice Partnership
Hawaii
$10K
MRCM
613
M&R Capital Management
New Jersey
$10K
TFO
614
Tarbox Family Office
California
$9K
MIM
615
MTM Investment Management
South Carolina
$9K
MCM
616
MV Capital Management
Maryland
$8K
UFF
617
USA Financial Formulas
Michigan
$8K +$8K +77 New
FFA
618
Founders Financial Alliance
North Carolina
$7K
GEA
619
Glen Eagle Advisors
New Jersey
$6.04K
MCC
620
Money Concepts Capital
Florida
$6K -$11.2K -108 -65%
CBT
621
CoreFirst Bank & Trust
Kansas
$6K
WCM
622
Wealthcare Capital Management
Virginia
$6K +$6K +63 New
HI
623
Hudock Inc
Pennsylvania
$5K
RIA
624
RPG Investment Advisory
California
$5K
YAL
625
Your Advocates Ltd
Texas
$5K