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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.

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 Market Value Shares Shares
Change
Shares
Change %
AWM
51
AE Wealth Management
Kansas
$15.9M 150,394 +32,614 +28%
JMF
52
Johnson Midwest Financial
Iowa
$15.8M 150,019 +1,479 +1%
PRS
53
Pinkerton Retirement Specialists
Idaho
$15.3M 144,835 +3,111 +2%
WA
54
Wealth Architects
California
$14.5M 137,326 -7,339 -5%
PFP
55
Pinnacle Financial Partners
Tennessee
$14.1M 134,150 +71,102 +113%
PWA
56
Pinnacle Wealth Advisors
Tennessee
$14.1M 134,150 +134,150 New
EIP
57
Ellis Investment Partners
Pennsylvania
$14M 132,369 +542 +0.4%
PFM
58
Parsec Financial Management
North Carolina
$13.6M 128,743 +125,608 +4,007%
BOS
59
Bingham Osborn & Scarborough
California
$13.4M 126,853 +44 +0%
APA
60
American Portfolios Advisors
New York
$13.3M 126,616 +41,356 +49%
PAG
61
Private Advisor Group
New Jersey
$12.7M 120,209 +43,630 +57%
KAS
62
Kestra Advisory Services
Texas
$12.5M 118,840 +84,077 +242%
COI
63
Connable Office Inc
Michigan
$12.2M 116,080 -129,797 -53%
PFA
64
Pinnacle Family Advisors
Missouri
$11.9M 112,535 +18,523 +20%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$11.7M 111,110 +58,828 +113%
IA
66
IFP Advisors
Florida
$11.6M 110,306 +31,686 +40%
ADL
67
Asset Dedication LLC
California
$11.5M 109,434 -17,326 -14%
SPC
68
Sigma Planning Corp
Michigan
$11.5M 109,303 -13,600 -11%
OWA
69
One Wealth Advisors
California
$11.3M 107,382 -15,059 -12%
EAM
70
Evanson Asset Management
California
$11M 104,404 +98 +0.1%
1IA
71
1834 Investment Advisors
Wisconsin
$10.7M 101,737 +3,232 +3%
GT
72
Glenmede Trust
Pennsylvania
$10.7M 101,677 +6,222 +7%
RFM
73
Royal Fund Management
Florida
$10.6M 100,842 -4,695 -4%
AMG
74
Asset Management Group
Connecticut
$10.6M 100,207 -3,195 -3%
KeyBank National Association
75
KeyBank National Association
Ohio
$10.4M 98,860 -3,383 -3%