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iShares S&P Small-Cap 600 Value ETF

709 hedge funds and large institutions have $5.94B invested in iShares S&P Small-Cap 600 Value ETF in 2021 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 220 increasing their positions, 205 reducing their positions, and 51 closing their positions.

Holders
709
Holders Change
+72
Holders Change %
+11.3%
% of All Funds
10.95%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.43%
New
135
Increased
220
Reduced
205
Closed
51
Calls
$7.2M
Puts
$8.85M
Net Calls
-$1.65M
Net Calls Change
-$4.36M
Name Market Value Shares Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$12M 119,946 +23,151 +24%
E
52
ETFidea
New York
$11.8M 113,210 +113,210 New
ADL
53
Asset Dedication LLC
California
$11.3M 108,407 -1,668 -2%
1IA
54
1834 Investment Advisors
Wisconsin
$10.9M 104,151 -126 -0.1%
PFP
55
Pinnacle Financial Partners
Tennessee
$10.8M 103,399 -2,744 -3%
BF
56
BOK Financial
Oklahoma
$10.2M 97,865 +10,226 +12%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$9.93M 95,074 -122,046 -56%
GT
58
Glenmede Trust
Pennsylvania
$9.91M 94,852 -3,336 -3%
BEC
59
Blue Edge Capital
Virginia
$9.77M 93,505 +580 +0.6%
Lido Advisors
60
Lido Advisors
California
$9.76M 93,443 +54,415 +139%
MWM
61
Modera Wealth Management
New Jersey
$9.76M 93,429 -415 -0.4%
AMG
62
Asset Management Group
Connecticut
$9.67M 92,507 -1,609 -2%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$9.54M 91,328 -705 -0.8%
KeyBank National Association
64
KeyBank National Association
Ohio
$9.41M 90,054 -922 -1%
EK
65
Evensky & Katz
Florida
$9.32M 89,207 -4,720 -5%
NFC
66
Northeast Financial Consultants
Connecticut
$9.24M 88,437 +18,536 +27%
EAM
67
Evanson Asset Management
California
$9.24M 88,421 +14 +0%
FAN
68
Financial Advisors Network
California
$9.22M 88,254 +3,070 +4%
OWA
69
One Wealth Advisors
California
$9.22M 88,250 -7,778 -8%
MFM
70
Mirsky Financial Management
New York
$9.18M 87,866 +3,275 +4%
RFA
71
RTD Financial Advisors
Pennsylvania
$9.03M 86,422 +86,422 New
HFBOT
72
Home Federal Bank of Tennessee
Tennessee
$8.94M 85,603 -1,026 -1%
SFP
73
Sterling Financial Planning
New Jersey
$8.74M 83,623 +1,929 +2%
JWBC
74
J.W. Burns & Co
New York
$8.55M 81,777 +3,100 +4%
CAL
75
Capital Advisors Ltd
Ohio
$8.46M 80,969 +3 +0%