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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more call options, than puts
Call options by funds: $ | Put options by funds: $
12% more funds holding
Funds holding: 571 → 642 (+71)
0.2% more ownership
Funds ownership: 63.73% → 63.93% (+0.2%)
19% less repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 221
Holders
642
Holding in Top 10
40
Calls
$2.7M
Puts
$2M
Top Buyers
| 1 | +$119M | |
| 2 | +$64.8M | |
| 3 | +$54.9M | |
| 4 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$52.2M |
| 5 |
Morgan Stanley
New York
|
+$50.3M |
Top Sellers
| 1 | -$144M | |
| 2 | -$90.6M | |
| 3 | -$32.5M | |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$10.7M |
| 5 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$4.79M |