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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 %
TAM
676
Townsend Asset Management
North Carolina
$2K
First Manhattan
677
First Manhattan
New York
$2K +$2K +27 New
EBA
678
Eagle Bay Advisors
New York
$1K +$1K +3 New
BFG
679
Baron Financial Group
New Jersey
$843
BBHC
680
Brown Brothers Harriman & Co
New York
$268
PL
681
Polianta Ltd
Jersey
-$12.1M -120,100 Closed
RCS
682
Retirement Capital Strategies
California
-$8.79M -87,239 Closed
OMC
683
Old Mission Capital
Illinois
-$7.05M -69,969 Closed
PWM
684
PRW Wealth Management
Massachusetts
-$1.98M -19,650 Closed
IWA
685
IBEX Wealth Advisors
New Jersey
-$1.36M -13,538 Closed
CM
686
Columbus Macro
Pennsylvania
-$801K -7,948 Closed
BP
687
BBR Partners
New York
-$713K -7,082 Closed
IFAM
688
Institutional & Family Asset Management
Colorado
-$504K -5,004 Closed
Millennium Management
689
Millennium Management
New York
-$412K -4,085 Closed
S
690
SimplyRich
California
-$336K -3,334 Closed
SS
691
Simplicity Solutions
Minnesota
-$334K -3,315 Closed
CWS
692
Cypress Wealth Services
California
-$318K -3,156 Closed
SFWA
693
Summit Financial Wealth Advisors
Louisiana
-$223K -2,740 Closed
SWRP
694
Summit Wealth & Retirement Planning
California
-$238K -2,364 Closed
WFA
695
Wellspring Financial Advisors
Ohio
-$234K -2,344 Closed
VFA
696
Valeo Financial Advisors
Indiana
-$206K -2,046 Closed
BFM
697
Boston Financial Management
Massachusetts
-$206K -2,040 Closed
FA
698
FDx Advisors
Illinois
-$203K -2,016 Closed
NEWAS
699
N.E.W. Advisory Services
Wisconsin
-$205K -2,010 Closed
BC
700
Barnett & Company
Tennessee
-$168K -1,664 Closed