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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 %
AAS
126
Avantax Advisory Services
Texas
$5.09M +$1.21M +11,967 +31%
SCG
127
Sonata Capital Group
Washington
$5.05M -$2.51M -24,889 -33%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$4.97M +$103K +1,024 +2%
Franklin Resources
129
Franklin Resources
California
$4.93M +$94.2K +935 +2%
MSWMA
130
Market Street Wealth Management Advisors
Indiana
$4.8M -$388K -3,856 -7%
SWA
131
SOA Wealth Advisors
New York
$4.75M -$765K -7,589 -14%
SFS
132
Sowell Financial Services
Arkansas
$4.61M -$18.4K -175 -0.4%
PAI
133
Pittenger & Anderson Inc
Nebraska
$4.6M
LFAS
134
Level Four Advisory Services
Texas
$4.53M -$451K -4,477 -9%
BL
135
BFSG LLC
California
$4.52M +$4.52M +44,847 New
GT
136
Greenleaf Trust
Michigan
$4.49M -$186K -1,850 -4%
RC
137
Rovin Capital
Arizona
$4.45M +$754K +7,488 +20%
JWS
138
Juncture Wealth Strategies
Arizona
$4.41M +$737K +7,306 +20%
CWP
139
Corepath Wealth Partners
Arizona
$4.39M +$250K +2,462 +6%
NFC
140
Northeast Financial Consultants
Connecticut
$4.36M +$3.76M +37,335 +629%
PA
141
Pinnacle Associates
New York
$4.35M -$77.3K -767 -2%
MWA
142
MFA Wealth Advisors
Pennsylvania
$4.29M +$4.29M +42,543 New
SWPG
143
Strategic Wealth Partners Group
Illinois
$4.27M +$72.2K +717 +2%
BFM
144
Broadview Financial Management
Wisconsin
$4.22M -$1.01M -10,075 -19%
CCC
145
Crescent Capital Consulting
Louisiana
$4.18M +$987K +9,794 +31%
LCM
146
Liberty Capital Management
Michigan
$4.15M -$198K -1,967 -5%
GA
147
GoalVest Advisory
New York
$4.15M +$4.15M +41,233 New
AWP
148
Accretive Wealth Partners
New Jersey
$4.14M +$159K +1,582 +4%
RA
149
Rodgers & Associates
Pennsylvania
$4.12M -$1.17M -11,608 -22%
Natixis Advisors
150
Natixis Advisors
Massachusetts
$4.11M -$883K -8,770 -18%