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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 %
SBL
626
Sargent Bickham Lagudis
Colorado
$5K +$5K +48 New
CWA
627
Clearview Wealth Advisors
Oregon
$5K +$5K +50 New
BWL
628
Bogart Wealth LLC
Virginia
$5K +$5K +52 New
AWM
629
Accel Wealth Management
Iowa
$4K
DWMG
630
DB Wealth Management Group
California
$4K
WFA
631
WestHill Financial Advisors
California
$4K
LDFR
632
Lehman & Derafelo Financial Resources
Pennsylvania
$4K
WP
633
WealthShield Partners
North Carolina
$4K +$4K +36 New
BMD
634
Better Money Decisions
New Mexico
$4K +$4K +42 New
NG
635
NWK Group
California
$3K -$1.15K -10 -28%
PP
636
Pacifica Partners
Canada
$3K
SFA
637
Stewardship Financial Advisors
Georgia
$3K +$3K +30 New
DWA
638
Dorsey Wright & Associates
California
$2.48K +$2.48K +24,629 New
TAM
639
Townsend Asset Management
North Carolina
$2K
HWMA
640
Heritage Wealth Management (Arizona)
Arizona
$2K +$2K +16 New
BFG
641
Baron Financial Group
New Jersey
$806
BBHC
642
Brown Brothers Harriman & Co
New York
$256 -$97 -962 -27%
SWM
643
Sugarloaf Wealth Management
Georgia
$5 -$240 -48 -98%
FI
644
FormulaFolio Investments
Michigan
-$4.79M -58,854 Closed
CA
645
Calton & Associates
Florida
-$4.7M -57,832 Closed
Citadel Advisors
646
Citadel Advisors
Florida
-$1.48M -18,256 Closed
NCP
647
NexWave Capital Partners
New York
-$845K -10,400 Closed
FMI
648
Fiduciary Management Inc
Wisconsin
-$552K -6,783 Closed
BA
649
Bridge Advisory
California
-$545K -6,700 Closed
MWM
650
Mission Wealth Management
California
-$533K -6,552 Closed