IJS icon

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 %
Goldman Sachs
51
Goldman Sachs
New York
$14M -$204K -2,023 -1%
EIP
52
Ellis Investment Partners
Pennsylvania
$13.3M +$244K +2,419 +2%
BOS
53
Bingham Osborn & Scarborough
California
$12.8M +$324K +3,219 +3%
ADL
54
Asset Dedication LLC
California
$12.8M -$767K -7,614 -6%
SPC
55
Sigma Planning Corp
Michigan
$12.4M +$6.3M +62,557 +104%
OWA
56
One Wealth Advisors
California
$12.3M -$3.28M -32,516 -21%
PL
57
Polianta Ltd
Jersey
$12.1M -$3.32M -33,000 -22%
AWM
58
AE Wealth Management
Kansas
$11.9M +$11M +108,702 +1,197%
DSN
59
D. Scott Neal
Kentucky
$11.1M +$11.1M +110,373 New
RFM
60
Royal Fund Management
Florida
$10.6M +$10.6M +105,537 New
EAM
61
Evanson Asset Management
California
$10.5M
AMG
62
Asset Management Group
Connecticut
$10.4M -$72.5K -720 -0.7%
KeyBank National Association
63
KeyBank National Association
Ohio
$10.3M -$52.4K -520 -0.5%
1IA
64
1834 Investment Advisors
Wisconsin
$9.92M -$3.62M -35,951 -27%
MWM
65
Mattern Wealth Management
Kansas
$9.86M +$9.86M +97,846 New
GT
66
Glenmede Trust
Pennsylvania
$9.62M +$2.21M +21,940 +30%
PFA
67
Pinnacle Family Advisors
Missouri
$9.47M +$9.47M +94,012 New
UB
68
UMB Bank
Missouri
$9.4M +$1.37M +13,579 +17%
BEC
69
Blue Edge Capital
Virginia
$9.29M +$335K +3,322 +4%
MWM
70
Modera Wealth Management
New Jersey
$9.22M -$10.4K -103 -0.1%
EK
71
Evensky & Katz
Florida
$9.19M +$550K +5,458 +6%
HFBOT
72
Home Federal Bank of Tennessee
Tennessee
$9.01M -$611K -6,063 -6%
RCS
73
Retirement Capital Strategies
California
$8.79M +$8.79M +87,239 New
SWM
74
Soundmark Wealth Management
Washington
$8.78M -$184K -1,828 -2%
MA
75
Mutual Advisors
Nebraska
$8.69M +$6.15M +61,081 +242%