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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 %
BSW
201
Buckingham Strategic Wealth
Missouri
$2.33M -$755K -7,492 -24%
WP
202
WealthSource Partners
California
$2.32M
NCM
203
Neumann Capital Management
California
$2.32M -$40.3K -400 -2%
SLT
204
St Louis Trust
Missouri
$2.22M +$75.7K +751 +4%
LF
205
LifeSteps Financial
California
$2.21M -$10.4K -103 -0.5%
KPCM
206
Kings Point Capital Management
New York
$2.21M
FCI
207
Financial Counselors Inc
Kansas
$2.18M -$2.52K -25 -0.1%
TRCT
208
Tower Research Capital (TRC)
New York
$2.14M +$131K +1,305 +7%
OPW
209
Oxler Private Wealth
New York
$2.1M +$1.03M +10,255 +97%
5L
210
55I LLC
Massachusetts
$2.08M +$1.67M +16,580 +407%
IWAG
211
Integer Wealth Advisors Group
Georgia
$2.06M +$394K +3,888 +24%
TSW
212
Thompson Siegel & Walmsley
Virginia
$2.06M
FFC
213
Fure Financial Corporation
Minnesota
$2.05M +$2.05M +20,389 New
TSWM
214
Triangle Securities Wealth Management
North Carolina
$2.01M -$50.1K -497 -2%
PWM
215
PRW Wealth Management
Massachusetts
$1.98M +$771K +7,650 +64%
Renaissance Technologies
216
Renaissance Technologies
New York
$1.98M +$1.98M +19,600 New
NFG
217
Next Financial Group
Texas
$1.97M +$214K +2,127 +12%
CWM
218
Cranbrook Wealth Management
Michigan
$1.96M -$267K -2,651 -12%
APG
219
Abacus Planning Group
South Carolina
$1.96M +$81.6K +810 +4%
AF
220
Advisornet Financial
Minnesota
$1.95M -$194K -1,929 -9%
ODIJL
221
One Day In July LLC
Vermont
$1.93M +$556K +5,519 +41%
BAM
222
Belpointe Asset Management
Nevada
$1.89M +$1.27M +12,634 +205%
WB
223
WesBanco Bank
West Virginia
$1.88M +$1.88M +18,651 New
IA
224
IndexIQ Advisors
New York
$1.87M -$1.53M -15,169 -45%
CCT
225
Country Club Trust
Missouri
$1.86M -$16.4K -163 -0.9%