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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 %
KTC
626
Kistler-Tiffany Companies
Pennsylvania
$41K
RFA
627
Reilly Financial Advisors
California
$41K
TWC
628
TD Waterhouse Canada
Ontario, Canada
$39.3K +$39.3K +343 New
LWA
629
Lenox Wealth Advisors
New York
$38K
CTC
630
Central Trust Company
Missouri
$38K +$4.11K +39 +12%
HS
631
Horan Securities
United States
$37K +$37K +358 New
AWM
632
Atticus Wealth Management
Florida
$35K +$311 +3 +0.9%
SIC
633
SJS Investment Consulting
Ohio
$35K +$35K +332 New
FF
634
FourThought Financial
Florida
$34K
IBOK
635
Independence Bank of Kentucky
Kentucky
$33K
WB
636
Webster Bank
Connecticut
$33K
MPWT
637
MassMutual Private Wealth & Trust
Connecticut
$31K -$7.75K -75 -20%
ACA
638
Aptus Capital Advisors
Alabama
$31K +$105 +1 +0.3%
CFN
639
Cordasco Financial Network
Florida
$30K
PB
640
Pinnacle Bancorp
Nebraska
$30K +$7K +67 +30%
AIP
641
Ahrens Investment Partners
Louisiana
$30K +$30K +288 New
SC
642
Stephens Consulting
Michigan
$29.3K +$29.3K +281 New
BLC
643
Brown, Lisle/Cummings
Rhode Island
$28.2K +$28.2K +270 New
GEA
644
Glen Eagle Advisors
New Jersey
$27.2K +$10.4K +100 +63%
BWM
645
BerganKDV Wealth Management
Minnesota
$27K +$27K +262 New
UIA
646
Ulland Investment Advisors
Minnesota
$26K +$26K +250 New
SSC
647
Syverson Strege & Co
Iowa
$25K
CA
648
CoreCap Advisors
Michigan
$24K +$24K +233 New
KFS
649
Kelly Financial Services
Massachusetts
$24K
CC
650
Corsicana & Co
Texas
$23K