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iShares S&P Small-Cap 600 Value ETF

680 hedge funds and large institutions have $6.9B invested in iShares S&P Small-Cap 600 Value ETF in 2021 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 231 increasing their positions, 229 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+38
Holders Change %
+5.92%
% of All Funds
11.87%
Holding in Top 10
42
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5%
% of All Funds
0.73%
New
83
Increased
231
Reduced
229
Closed
35
Calls
$4.65M
Puts
$2.46M
Net Calls
+$2.19M
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Shares
Change %
RP
651
Rice Partnership
Hawaii
$11K
MRCM
652
M&R Capital Management
New Jersey
$10K
BA
653
Ballast Advisors
Minnesota
$9K -$6.57K -62 -42%
TFO
654
Tarbox Family Office
California
$9K
MIM
655
MTM Investment Management
South Carolina
$9K
UFF
656
USA Financial Formulas
Michigan
$8K
MCM
657
MV Capital Management
Maryland
$8K
TAM
658
Tucker Asset Management
Colorado
$6.54K +$6.54K +62 New
CBT
659
CoreFirst Bank & Trust
Kansas
$6K
HI
660
Hudock Inc
Pennsylvania
$5K
RIA
661
RPG Investment Advisory
California
$5K
BWL
662
Bogart Wealth LLC
Virginia
$5K
AWM
663
Accel Wealth Management
Iowa
$5K
DWMG
664
DB Wealth Management Group
California
$5K
SWM
665
Sugarloaf Wealth Management
Georgia
$5K +$4.9K +49 +4,900%
FWM
666
Focused Wealth Management
New York
$5K +$5K +50 New
NFSG
667
Newbridge Financial Services Group
Florida
$4K -$20.7K -176 -84%
BMD
668
Better Money Decisions
New Mexico
$4K
LDFR
669
Lehman & Derafelo Financial Resources
Pennsylvania
$4K
YAL
670
Your Advocates Ltd
Texas
$3K -$3K -25 -50%
PP
671
Pacifica Partners
Canada
$3K
FCAS
672
First Command Advisory Services
Texas
$3K +$3K +27 New
SW
673
SVB Wealth
Massachusetts
$3K +$3K +34 New
JWA
674
JFS Wealth Advisors
Pennsylvania
$2K -$28.2K -282 -93%
HWMA
675
Heritage Wealth Management (Arizona)
Arizona
$2K