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iShares S&P Small-Cap 600 Value ETF

637 hedge funds and large institutions have $5.94B invested in iShares S&P Small-Cap 600 Value ETF in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 188 increasing their positions, 238 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
-43
Holders Change %
-6.32%
% of All Funds
11.19%
Holding in Top 10
23
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-45.24%
% of All Funds
0.4%
New
42
Increased
188
Reduced
238
Closed
72
Calls
$3.46M
Puts
$755K
Net Calls
+$2.71M
Net Calls Change
+$518K
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
126
Corepath Wealth Partners
Arizona
$4.68M +$9.5K +92 +0.2%
SWA
127
SOA Wealth Advisors
New York
$4.64M +$52.8K +525 +1%
GT
128
Greenleaf Trust
Michigan
$4.6M +$55.9K +555 +1%
PAI
129
Pittenger & Anderson Inc
Nebraska
$4.6M
EE
130
EWG Elevate
California
$4.55M -$802K -7,967 -15%
SFS
131
Sowell Financial Services
Arkansas
$4.31M +$4.93K +49 +0.1%
RC
132
Rovin Capital
Arizona
$4.31M -$78.4K -779 -2%
JWS
133
Juncture Wealth Strategies
Arizona
$4.31M +$409K +4,062 +10%
PA
134
Pinnacle Associates
New York
$4.3M -$71.9K -714 -2%
SCG
135
Sonata Capital Group
Washington
$4.24M -$8.36K -83 -0.2%
Natixis Advisors
136
Natixis Advisors
Massachusetts
$4.23M +$148K +1,466 +4%
PA
137
Parallel Advisors
California
$4.16M +$65.7K +653 +2%
LCM
138
Liberty Capital Management
Michigan
$4.09M +$21.2K +211 +0.5%
RA
139
Rodgers & Associates
Pennsylvania
$4.09M +$22.7K +225 +0.6%
BFM
140
Broadview Financial Management
Wisconsin
$4.03M -$51.2K -509 -1%
BSW
141
Buckingham Strategic Wealth
Missouri
$3.95M +$725K +7,204 +22%
Lido Advisors
142
Lido Advisors
California
$3.93M -$2.83M -28,115 -42%
TYCC
143
Texas Yale Capital Corp
Florida
$3.88M
FCFC
144
First Citizens Financial Corp
Iowa
$3.86M -$9.26K -92 -0.2%
DIP
145
DT Investment Partners
Pennsylvania
$3.82M
PAG
146
Private Advisor Group
New Jersey
$3.75M -$8.35M -82,934 -69%
OC
147
Oarsman Capital
Wisconsin
$3.74M +$84.6K +840 +2%
Northern Trust
148
Northern Trust
Illinois
$3.73M -$30.5K -303 -0.8%
BRWA
149
B. Riley Wealth Advisors
Florida
$3.66M -$4.89M -47,756 -57%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$3.64M -$2.19M -21,754 -38%