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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 %
FHB
126
First Hawaiian Bank
Hawaii
$5.5M 52,186 -3,712 -7%
CPO
127
Cerity Partners OCIO
New York
$5.48M 51,931 -6,122 -11%
EWM
128
Empirical Wealth Management
Washington
$5.44M 51,564 -40 -0.1%
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$5.33M 50,590 +1,232 +2%
Franklin Resources
130
Franklin Resources
California
$5.32M 50,454 +1,542 +3%
MA
131
MUFG Americas
New York
$5.23M 49,583 -3,461 -7%
LFS
132
Lutz Financial Services
Nebraska
$5.06M 47,959 -2,617 -5%
MSAM
133
Moloney Securities Asset Management
Missouri
$4.95M 46,919 -10,665 -19%
AWP
134
Accretive Wealth Partners
New Jersey
$4.9M 46,486 +5,365 +13%
MWA
135
MFA Wealth Advisors
Pennsylvania
$4.88M 46,286 +3,743 +9%
GA
136
GoalVest Advisory
New York
$4.87M 46,198 +4,965 +12%
PAI
137
Pittenger & Anderson Inc
Nebraska
$4.82M 45,700
SWA
138
SOA Wealth Advisors
New York
$4.8M 45,530 -1,622 -3%
GT
139
Greenleaf Trust
Michigan
$4.76M 45,164 +589 +1%
LFAS
140
Level Four Advisory Services
Texas
$4.74M 44,979
SI
141
Stephens Inc
Arkansas
$4.74M 44,972 +19,839 +79%
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$4.73M 44,868 +18,413 +70%
CWP
143
Corepath Wealth Partners
Arizona
$4.61M 45,253 +1,990 +5%
RC
144
Rovin Capital
Arizona
$4.6M 43,584 -540 -1%
PA
145
Pinnacle Associates
New York
$4.58M 43,448 +300 +0.7%
SFS
146
Sowell Financial Services
Arkansas
$4.51M 42,762 -1,018 -2%
SCG
147
Sonata Capital Group
Washington
$4.45M 42,162 -8,010 -16%
PA
148
Parallel Advisors
California
$4.28M 40,621 +657 +2%
Natixis Advisors
149
Natixis Advisors
Massachusetts
$4.28M 40,562 -241 -0.6%
BFM
150
Broadview Financial Management
Wisconsin
$4.27M 40,536 -1,386 -3%