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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 %
PA
151
Parallel Advisors
California
$4.03M
FIG
152
FundX Investment Group
California
$4.01M +$4.01M +39,759 New
GW
153
GW & Wade
Massachusetts
$3.93M +$2.3M +22,834 +142%
AF
154
Allworth Financial
California
$3.89M +$621K +6,163 +19%
FCFC
155
First Citizens Financial Corp
Iowa
$3.88M -$162K -1,611 -4%
TYCC
156
Texas Yale Capital Corp
Florida
$3.88M +$7.05K +70 +0.2%
DIP
157
DT Investment Partners
Pennsylvania
$3.82M
Northern Trust
158
Northern Trust
Illinois
$3.71M +$882K +8,754 +31%
OC
159
Oarsman Capital
Wisconsin
$3.66M -$126K -1,254 -3%
NSB
160
Norway Savings Bank
Maine
$3.64M -$289K -2,866 -7%
BP
161
Ballentine Partners
Massachusetts
$3.6M -$140K -1,394 -4%
KAS
162
Kestra Advisory Services
Texas
$3.5M +$20.1K +200 +0.6%
CAN
163
Cetera Advisor Networks
California
$3.44M +$909K +9,028 +36%
BAM
164
Baldrige Asset Management
Pennsylvania
$3.43M -$232K -2,307 -6%
LWAC
165
Laurel Wealth Advisors (California)
California
$3.41M +$3.41M +33,814 New
BRWA
166
B. Riley Wealth Advisors
Florida
$3.28M +$743K +7,902 +29%
CS
167
Credit Suisse
Switzerland
$3.27M +$3.27M +32,447 New
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$3.24M +$2.91M +28,879 +889%
FPIS
169
Financial Planning & Information Services
Wisconsin
$3.23M -$365K -3,621 -10%
PWA
170
Physician Wealth Advisors
Utah
$3.2M -$239K -2,337 -7%
FFA
171
Freedman Financial Associates
Massachusetts
$3.17M -$63.5K -630 -2%
TIM
172
Tortoise Investment Management
New York
$3.15M -$115K -1,137 -4%
PP
173
PrairieView Partners
Minnesota
$3.07M -$30.3K -301 -1%
GWA
174
GGM Wealth Advisors
Maryland
$3.06M +$3.06M +29,829 New
LFG
175
Larson Financial Group
Missouri
$3.04M -$387K -3,843 -11%