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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 %
LCM
151
Liberty Capital Management
Michigan
$4.26M 40,419 -816 -2%
RA
152
Rodgers & Associates
Pennsylvania
$4.26M 40,404 -483 -1%
CAN
153
Cetera Advisor Networks
California
$4.18M 39,658 +5,559 +16%
AF
154
Allworth Financial
California
$4.07M 38,562 -11 -0%
TYCC
155
Texas Yale Capital Corp
Florida
$4.06M 38,500
FCFC
156
First Citizens Financial Corp
Iowa
$4.05M 38,389 -140 -0.4%
5L
157
55I LLC
Massachusetts
$4M 37,954 +17,301 +84%
DIP
158
DT Investment Partners
Pennsylvania
$4M 37,940
JWS
159
Juncture Wealth Strategies
Arizona
$3.96M 38,698 -5,035 -12%
Northern Trust
160
Northern Trust
Illinois
$3.94M 37,389 +607 +2%
CS
161
Comerica Securities
Michigan
$3.91M 37,098 +13,548 +58%
AAP
162
Arax Advisory Partners
Colorado
$3.91M 37,070 +37,070 New
MSWMA
163
Market Street Wealth Management Advisors
Indiana
$3.86M 36,649 -11,040 -23%
NFG
164
Next Financial Group
Texas
$3.84M 36,451 +16,898 +86%
OC
165
Oarsman Capital
Wisconsin
$3.83M 36,335 +41 +0.1%
GW
166
GW & Wade
Massachusetts
$3.8M 36,046 -2,915 -7%
BP
167
Ballentine Partners
Massachusetts
$3.77M 35,740
FFC
168
Fure Financial Corporation
Minnesota
$3.77M 35,720 +15,331 +75%
SWM
169
SigFig Wealth Management
California
$3.73M 35,327 +35,327 New
ASFA
170
All Season Financial Advisors
Colorado
$3.71M 35,189 +35,189 New
LWAC
171
Laurel Wealth Advisors (California)
California
$3.69M 34,957 +1,143 +3%
PFS
172
Prospera Financial Services
Texas
$3.67M 34,770 +34,770 New
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$3.59M 34,028 +1,901 +6%
BAM
174
Baldrige Asset Management
Pennsylvania
$3.52M 33,352 -675 -2%
CS
175
Credit Suisse
Switzerland
$3.43M 32,495 +48 +0.1%