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iShares S&P Small-Cap 600 Value ETF

637 hedge funds and large institutions have $5.94B invested in iShares S&P Small-Cap 600 Value ETF in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 188 increasing their positions, 238 reducing their positions, and 72 closing their positions.

Holders
637
Holders Change
-43
Holders Change %
-6.32%
% of All Funds
11.19%
Holding in Top 10
23
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-45.24%
% of All Funds
0.4%
New
42
Increased
188
Reduced
238
Closed
72
Calls
$3.46M
Puts
$755K
Net Calls
+$2.71M
Net Calls Change
+$518K
Name Market Value Shares Shares
Change
Shares
Change %
COI
51
Connable Office Inc
Michigan
$11.6M 114,806 -1,274 -1%
PRS
52
Pinkerton Retirement Specialists
Idaho
$11.3M 112,455 -32,380 -22%
ADL
53
Asset Dedication LLC
California
$11.1M 110,075 +641 +0.6%
PFP
54
Pinnacle Financial Partners
Tennessee
$10.7M 106,143 -28,007 -21%
1IA
55
1834 Investment Advisors
Wisconsin
$10.5M 104,277 +2,540 +2%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$10.1M 96,795 +16,679 +21%
GT
57
Glenmede Trust
Pennsylvania
$9.88M 98,188 -3,489 -3%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$9.74M 94,665 +4,661 +5%
OWA
59
One Wealth Advisors
California
$9.67M 96,028 -11,354 -11%
JPMPWA
60
J.P. Morgan Private Wealth Advisors
California
$9.56M 94,987 +16,900 +22%
AMG
61
Asset Management Group
Connecticut
$9.48M 94,116 -6,091 -6%
EK
62
Evensky & Katz
Florida
$9.46M 93,927 +1,082 +1%
MWM
63
Modera Wealth Management
New Jersey
$9.45M 93,844 +1,834 +2%
FAN
64
Financial Advisors Network
California
$9.36M 85,184 +19,015 +29%
BEC
65
Blue Edge Capital
Virginia
$9.35M 92,925 +1,050 +1%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$9.27M 92,033 -19,077 -17%
EAM
67
Evanson Asset Management
California
$9.26M 88,407 -15,997 -15%
KeyBank National Association
68
KeyBank National Association
Ohio
$9.16M 90,976 -7,884 -8%
BF
69
BOK Financial
Oklahoma
$8.82M 87,639 +87,639 New
HFBOT
70
Home Federal Bank of Tennessee
Tennessee
$8.72M 86,629 -1,342 -2%
MWM
71
Mattern Wealth Management
Kansas
$8.72M 86,572 -711 -0.8%
SWM
72
Soundmark Wealth Management
Washington
$8.69M 86,366 -692 -0.8%
MFM
73
Mirsky Financial Management
New York
$8.52M 84,591 +3,283 +4%
SPC
74
Sigma Planning Corp
Michigan
$8.49M 84,323 -24,980 -23%
FIG
75
FundX Investment Group
California
$8.41M 83,519 -16,961 -17%