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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 %
CWM
201
Cranbrook Wealth Management
Michigan
$1.95M +$13.8K +137 +0.7%
EH
202
Equitable Holdings
New York
$1.93M +$325K +3,225 +20%
OAM
203
Occidental Asset Management
California
$1.92M +$35.8K +356 +2%
CCT
204
Country Club Trust
Missouri
$1.91M -$13.8K -135 -0.7%
AWM
205
AE Wealth Management
Kansas
$1.9M -$13.2M -131,477 -87%
Citigroup
206
Citigroup
New York
$1.89M -$792K -7,871 -30%
SIA
207
Soltis Investment Advisors
Utah
$1.84M +$15.8K +157 +0.9%
Legacy Financial Group (Iowa)
208
Legacy Financial Group (Iowa)
Iowa
$1.83M -$269K -2,668 -13%
FTS
209
Fifth Third Securities
Ohio
$1.82M +$1.82M +18,030 New
CAC
210
Certified Advisory Corp
Florida
$1.79M +$65.5K +651 +4%
Citadel Advisors
211
Citadel Advisors
Florida
$1.77M +$1.53M +15,173 +625%
RHBC
212
R.H. Bluestein & Co
Michigan
$1.75M -$75.3K -748 -4%
PFG
213
Pacific Financial Group
Washington
$1.74M +$129K +1,278 +8%
CM
214
Columbus Macro
Pennsylvania
$1.73M +$1.73M +17,213 New
PFGIA
215
Patriot Financial Group Insurance Agency
Massachusetts
$1.72M +$334K +3,313 +24%
SF
216
Summit Financial
New Jersey
$1.71M +$1.71M +17,027 New
SLT
217
St Louis Trust
Missouri
$1.71M -$19.6K -195 -1%
TPCW
218
TD Private Client Wealth
New York
$1.7M +$105K +1,040 +7%
ABC
219
Associated Banc-Corp
Wisconsin
$1.68M -$358K -3,557 -18%
GA
220
GFS Advisors
Texas
$1.67M
PFA
221
Pure Financial Advisors
California
$1.67M -$16.9K -168 -1%
NFG
222
Nations Financial Group
Iowa
$1.66M +$1M +9,941 +152%
SFG
223
StrategIQ Financial Group
Indiana
$1.64M +$85.3K +847 +5%
WPW
224
Waldron Private Wealth
Pennsylvania
$1.59M +$1.59M +15,834 New
CA
225
Cetera Advisors
Colorado
$1.59M -$103K -1,019 -6%