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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 %
MCG
76
MACRO Consulting Group
New Jersey
$8.63M -$648K -6,432 -7%
APA
77
American Portfolios Advisors
New York
$8.59M +$4.39M +43,543 +104%
CAL
78
Capital Advisors Ltd
Ohio
$8.15M -$10.8K -107 -0.1%
MCWS
79
McKinley Carter Wealth Services
West Virginia
$7.99M -$449K -4,455 -5%
IA
80
IFP Advisors
Florida
$7.91M +$6.79M +67,435 +603%
SFP
81
Sterling Financial Planning
New Jersey
$7.75M +$319K +3,162 +4%
CPIG
82
Chicago Partners Investment Group
Illinois
$7.72M +$163K +1,585 +2%
PAG
83
Private Advisor Group
New Jersey
$7.72M +$5.62M +55,762 +268%
BF
84
BOK Financial
Oklahoma
$7.69M -$253K -2,514 -3%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$7.68M +$1.19M +11,698 +18%
SL
86
Salomon & Ludwin
Virginia
$7.61M -$429K -4,255 -5%
US Bancorp
87
US Bancorp
Minnesota
$7.26M +$248K +2,462 +4%
IFS
88
Ifrah Financial Services
Arkansas
$7.23M +$311K +3,086 +4%
OMC
89
Old Mission Capital
Illinois
$7.05M +$2.13M +21,095 +43%
FAN
90
Financial Advisors Network
California
$7.02M -$623K -6,189 -8%
SFO
91
Stokes Family Office
Louisiana
$6.86M +$63.1K +626 +0.9%
TFF
92
The Family Firm
Maryland
$6.82M -$106K -1,051 -2%
SPIA
93
Steward Partners Investment Advisory
New York
$6.74M +$502K +4,986 +8%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$6.48M +$328K +3,259 +5%
SAF
95
Smith Anglin Financial
Texas
$6.42M -$2.8M -27,787 -30%
SAS
96
SMI Advisory Services
Indiana
$6.38M +$6.38M +63,330 New
EE
97
EWG Elevate
California
$6.36M +$6.36M +63,155 New
Comerica Bank
98
Comerica Bank
Texas
$6.33M +$221K +2,152 +4%
MML Investors Services
99
MML Investors Services
Massachusetts
$6.29M +$361K +3,584 +6%
JWBC
100
J.W. Burns & Co
New York
$6.29M +$3.22M +31,933 +105%