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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 %
MCM
101
MAI Capital Management
Ohio
$6.28M +$172K +1,703 +3%
NFG
102
Northeast Financial Group
Pennsylvania
$6.27M +$32K +318 +0.5%
IF
103
Ironwood Financial
Arizona
$6.27M -$59K -586 -0.9%
PFP
104
Pinnacle Financial Partners
Tennessee
$6.25M -$154K -1,554 -2%
SNT
105
Security National Trust
West Virginia
$6.2M +$342K +3,395 +6%
Lido Advisors
106
Lido Advisors
California
$6.13M -$865K -8,582 -12%
JPMPWA
107
J.P. Morgan Private Wealth Advisors
California
$6.06M +$258K +2,560 +4%
MFM
108
Mirsky Financial Management
New York
$6.05M -$37.7K -374 -0.6%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$5.85M +$2.74M +27,218 +88%
CPO
110
Cerity Partners OCIO
New York
$5.85M -$623K -6,182 -10%
FMC
111
First Merchants Corp
Indiana
$5.8M +$12.4K +123 +0.2%
MSAM
112
Moloney Securities Asset Management
Missouri
$5.8M +$4.93M +48,928 +565%
CIBC World Market
113
CIBC World Market
Ontario, Canada
$5.66M +$579K +5,744 +11%
FHB
114
First Hawaiian Bank
Hawaii
$5.63M -$282K -2,803 -5%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$5.57M -$373K -3,699 -6%
CA
116
Centerpoint Advisors
Massachusetts
$5.56M -$39.4K -391 -0.7%
GLA
117
Great Lakes Advisors
Illinois
$5.51M -$5.64K -56 -0.1%
MA
118
MUFG Americas
New York
$5.34M -$30.2K -300 -0.6%
HCA
119
Heck Capital Advisors
Wisconsin
$5.32M +$237K +2,353 +5%
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
$5.27M +$3.4M +33,767 +182%
MWM
121
Merriman Wealth Management
Washington
$5.24M +$101K +1,000 +2%
EWM
122
Empirical Wealth Management
Washington
$5.2M
CAG
123
Csenge Advisory Group
Florida
$5.18M +$5.18M +51,082 New
MIAN
124
Mariner Independent Advisor Network
Kansas
$5.11M +$5.11M +50,724 New
LFS
125
Lutz Financial Services
Nebraska
$5.1M -$309K -3,065 -6%