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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 %
RIA
651
Regal Investment Advisors
Michigan
-$451K -5,544 Closed
SW
652
SVB Wealth
Massachusetts
-$325K -3,994 Closed
RA
653
RFG Advisory
Alabama
-$328K -3,784 Closed
Fiera Capital (Canada)
654
Fiera Capital (Canada)
Quebec, Canada
-$307K -3,780 Closed
LI
655
LVZ Inc
Michigan
-$291K -3,574 Closed
JPG
656
Jordan Park Group
California
-$259K -3,180 Closed
Jane Street
657
Jane Street
New York
-$251K -3,092 Closed
ACP
658
Aveo Capital Partners
Colorado
-$249K -3,068 Closed
SW
659
SkyOak Wealth
Michigan
-$238K -2,926 Closed
LB
660
Leo Brokerage
Texas
-$213K -2,625 Closed
ONB
661
Old National Bancorp
Indiana
-$209K -2,570 Closed
Betterment LLC
662
Betterment LLC
New York
-$205K -2,521 Closed
CH
663
Canton Hathaway
Rhode Island
-$204K -2,514 Closed
PFO
664
Pathstone Family Office
New Jersey
-$118K -1,456 Closed
PWM
665
Perigon Wealth Management
California
-$97K -1,198 Closed
CDIA
666
Capital Directions Investment Advisors
Georgia
-$76K -938 Closed
PS
667
Planned Solutions
California
-$45K -552 Closed
SIC
668
Salem Investment Counselors
North Carolina
-$44K -540 Closed
BWM
669
Birchcreek Wealth Management
Ohio
-$37K -464 Closed
FPB
670
First PREMIER Bank
South Dakota
-$37K -450 Closed
APC
671
Asset Planning Corporation
Tennessee
-$21K -254 Closed
FWM
672
FSA Wealth Management
Massachusetts
-$16K -198 Closed
BWM
673
Baystate Wealth Management
Massachusetts
-$11K -130 Closed
PCA
674
Peddock Capital Advisors
Massachusetts
-$3K -33 Closed
TIAM2
675
Tru Independence Asset Management 2
Oregon
-$2K -20 Closed