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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 %
GW
151
GW & Wade
Massachusetts
$3.62M -$7.45K -74 -0.2%
BP
152
Ballentine Partners
Massachusetts
$3.6M
FFA
153
Freedman Financial Associates
Massachusetts
$3.51M +$363K +3,601 +12%
MSWMA
154
Market Street Wealth Management Advisors
Indiana
$3.43M -$262K -2,598 -7%
CAN
155
Cetera Advisor Networks
California
$3.39M -$602K -5,977 -15%
MSAM
156
Moloney Securities Asset Management
Missouri
$3.36M -$1.37M -13,572 -29%
APA
157
American Portfolios Advisors
New York
$3.36M -$9.39M -93,274 -74%
BAM
158
Baldrige Asset Management
Pennsylvania
$3.35M -$8.56K -85 -0.3%
PWA
159
Physician Wealth Advisors
Utah
$3.21M +$12.2K +118 +0.4%
ODIJL
160
One Day In July LLC
Vermont
$3.2M +$788K +7,831 +33%
TIM
161
Tortoise Investment Management
New York
$3.17M +$23.7K +235 +0.8%
NSB
162
Norway Savings Bank
Maine
$3.09M -$174K -1,733 -5%
PP
163
PrairieView Partners
Minnesota
$2.98M -$65.1K -647 -2%
OPW
164
Oxler Private Wealth
New York
$2.98M +$630K +6,132 +27%
FPIS
165
Financial Planning & Information Services
Wisconsin
$2.93M -$56.7K -563 -2%
DADC
166
D.A. Davidson & Co
Montana
$2.89M -$102K -1,014 -3%
LFG
167
Larson Financial Group
Missouri
$2.84M -$75.2K -747 -3%
GIM
168
Goelzer Investment Management
Indiana
$2.8M +$20.1K +200 +0.7%
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$2.76M +$101K +1,006 +4%
TIA
170
Tiemann Investment Advisors
California
$2.75M -$118K -1,176 -4%
TLFA
171
True Link Financial Advisors
California
$2.71M
NFG
172
Next Financial Group
Texas
$2.69M -$977K -9,712 -27%
PWMAG
173
Pinnacle Wealth Management Advisory Group
New Jersey
$2.68M -$56.8K -564 -2%
Financial Engines Advisors
174
Financial Engines Advisors
California
$2.67M +$166K +1,650 +7%
SC
175
Savant Capital
Illinois
$2.67M +$16K +159 +0.6%