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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

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

Top Buyers

1
EWA
Exencial Wealth Advisors
Oklahoma
$267M
2
RFC
Regions Financial Corp
Alabama
$132M
3
MWM
Merriman Wealth Management
Washington
$119M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$85.8M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.26B

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$179M
2
Osaic Holdings
Osaic Holdings
Arizona
$33.8M
3
CCMG
Clark Capital Management Group
Pennsylvania
$0
4
OPS
Orion Portfolio Solutions
Nebraska
$0
5
BCM
Brookstone Capital Management
Illinois
$1.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCC
176
Crescent Capital Consulting
Louisiana
$2.61M -$188K -1,865 -7%
PP
177
Palladium Partners
Virginia
$2.59M +$4.53K +45 +0.2%
BIM
178
Bridges Investment Management
Nebraska
$2.51M -$14.3K -142 -0.6%
ASN
179
Advisory Services Network
Georgia
$2.48M +$3.22K +32 +0.1%
QIM
180
Quantitative Investment Management
Virginia
$2.48M +$2.48M +24,620 New
RVPG
181
Relative Value Partners Group
$2.42M +$474K +4,710 +24%
SB
182
Simmons Bank
Arkansas
$2.37M -$95.4K -948 -4%
NL
183
NWAM LLC
Washington
$2.36M -$104K -1,035 -4%
FCI
184
Financial Counselors Inc
Kansas
$2.35M -$9.76K -97 -0.4%
TCWM
185
Total Clarity Wealth Management
Illinois
$2.33M +$153K +1,522 +7%
DI
186
Disciplined Investments
Oklahoma
$2.29M – – –
NCM
187
Neumann Capital Management
California
$2.27M +$2.01K +20 +0.1%
UWPG
188
Ullmann Wealth Partners Group
Florida
$2.26M -$31.6K -314 -1%
KPCM
189
Kings Point Capital Management
New York
$2.21M – – –
APG
190
Abacus Planning Group
South Carolina
$2.2M +$325K +3,230 +17%
Thrivent Financial for Lutherans
191
Thrivent Financial for Lutherans
Minnesota
$2.19M -$2.32M -23,086 -51%
WB
192
WesBanco Bank
West Virginia
$2.16M +$193K +1,919 +10%
WP
193
WealthSource Partners
California
$2.07M -$6.75K -67 -0.3%
WI
194
Wintrust Investments
Illinois
$2.06M -$186K -1,849 -8%
LF
195
LifeSteps Financial
California
$2.06M -$101K -1,004 -5%
TSW
196
Thompson Siegel & Walmsley
Virginia
$2.06M – – –
JWA
197
JFS Wealth Advisors
Pennsylvania
$2.02M +$2.02M +20,031 +100,155%
MGIA
198
Moneta Group Investment Advisors
Missouri
$1.97M +$576K +5,722 +41%
AF
199
Advisornet Financial
Minnesota
$1.96M -$175K -1,740 -8%
TSWM
200
Triangle Securities Wealth Management
North Carolina
$1.96M -$13K -129 -0.7%
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