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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 %
DSN
76
D. Scott Neal
Kentucky
$10.1M 95,765 -14,608 -13%
EK
77
Evensky & Katz
Florida
$9.79M 92,845 +1,672 +2%
MWM
78
Modera Wealth Management
New Jersey
$9.7M 92,010 +528 +0.6%
BEC
79
Blue Edge Capital
Virginia
$9.69M 91,875 -295 -0.3%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$9.67M 90,004 +83,685 +1,324%
CFA
81
Camarda Financial Advisors
Florida
$9.43M 89,480 +89,480 New
MA
82
Mutual Advisors
Nebraska
$9.39M 89,090 +2,785 +3%
HFBOT
83
Home Federal Bank of Tennessee
Tennessee
$9.28M 87,971 -1,425 -2%
MIAN
84
Mariner Independent Advisor Network
Kansas
$9.13M 86,603 +35,879 +71%
SWM
85
Soundmark Wealth Management
Washington
$9.12M 87,058 -59 -0.1%
BRWA
86
B. Riley Wealth Advisors
Florida
$8.75M 83,536 +48,616 +139%
UB
87
UMB Bank
Missouri
$8.73M 82,795 -10,554 -11%
MWM
88
Mattern Wealth Management
Kansas
$8.62M 87,283 -10,563 -11%
MFM
89
Mirsky Financial Management
New York
$8.57M 81,308 +21,243 +35%
CAL
90
Capital Advisors Ltd
Ohio
$8.49M 80,499 -381 -0.5%
US Bancorp
91
US Bancorp
Minnesota
$8.43M 79,960 +7,895 +11%
SFP
92
Sterling Financial Planning
New Jersey
$8.4M 79,647 +2,738 +4%
JPMPWA
93
J.P. Morgan Private Wealth Advisors
California
$8.23M 78,087 +17,968 +30%
SL
94
Salomon & Ludwin
Virginia
$8.1M 76,818 +1,309 +2%
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$8.06M 80,116 +4,845 +6%
MCWS
96
McKinley Carter Wealth Services
West Virginia
$7.62M 72,305 -7,036 -9%
JWBC
97
J.W. Burns & Co
New York
$7.58M 71,933 +9,514 +15%
IFS
98
Ifrah Financial Services
Arkansas
$7.54M 71,466 -250 -0.3%
SPIA
99
Steward Partners Investment Advisory
New York
$7.51M 71,245 +4,361 +7%
CPIG
100
Chicago Partners Investment Group
Illinois
$7.49M 74,391 -661 -0.9%