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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 %
PP
201
Palladium Partners
Virginia
$2.71M 25,662 -326 -1%
FHC
202
First Heartland Consultants
Missouri
$2.68M 25,442 +16,518 +185%
BIM
203
Bridges Investment Management
Nebraska
$2.64M 25,032 -4,730 -16%
Financial Engines Advisors
204
Financial Engines Advisors
California
$2.63M 24,897 +8,187 +49%
ASN
205
Advisory Services Network
Georgia
$2.6M 24,640 +483 +2%
SB
206
Simmons Bank
Arkansas
$2.58M 24,492 -45 -0.2%
NL
207
NWAM LLC
Washington
$2.58M 24,462 -493 -2%
ODIJL
208
One Day In July LLC
Vermont
$2.53M 23,980 +4,860 +25%
FCI
209
Financial Counselors Inc
Kansas
$2.47M 23,434 +1,764 +8%
AWA
210
Arete Wealth Advisors
Illinois
$2.45M 23,259 +5,352 +30%
OPW
211
Oxler Private Wealth
New York
$2.41M 22,902 +2,093 +10%
DI
212
Disciplined Investments
Oklahoma
$2.4M 22,778 -2,075 -8%
UWPG
213
Ullmann Wealth Partners Group
Florida
$2.4M 22,714 -1,508 -6%
NCM
214
Neumann Capital Management
California
$2.37M 22,480 -510 -2%
WI
215
Wintrust Investments
Illinois
$2.36M 22,340 -5,300 -19%
KPCM
216
Kings Point Capital Management
New York
$2.31M 21,900
TCWM
217
Total Clarity Wealth Management
Illinois
$2.28M 21,599 +20,677 +2,243%
LF
218
LifeSteps Financial
California
$2.26M 21,450 -461 -2%
AF
219
Advisornet Financial
Minnesota
$2.24M 21,226 +1,893 +10%
WA
220
Wealthstar Advisors
Texas
$2.21M 20,939 +20,939 New
Legacy Financial Group (Iowa)
221
Legacy Financial Group (Iowa)
Iowa
$2.2M 20,834 +20,834 New
CW
222
CreativeOne Wealth
Kansas
$2.19M 20,790 +13,975 +205%
WP
223
WealthSource Partners
California
$2.17M 20,588 -2,462 -11%
TSW
224
Thompson Siegel & Walmsley
Virginia
$2.16M 20,444
ABC
225
Associated Banc-Corp
Wisconsin
$2.13M 20,239 +15,385 +317%