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iShares S&P Small-Cap 600 Value ETF

571 hedge funds and large institutions have $4.05B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 419 increasing their positions, 14 reducing their positions, and 27 closing their positions.

Holders
571
Holders Change
+95
Holders Change %
+19.96%
% of All Funds
10.13%
Holding in Top 10
27
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+80%
% of All Funds
0.48%
New
131
Increased
419
Reduced
14
Closed
27
Calls
$2.58M
Puts
$1.44M
Net Calls
+$1.14M
Net Calls Change
+$735K
Name Market Value Shares Shares
Change
Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.12B 13,786,880 +6,469,783 +88%
Morgan Stanley
2
Morgan Stanley
New York
$286M 3,519,069 +1,851,242 +111%
Bank of America
3
Bank of America
North Carolina
$206M 2,538,744 +1,357,718 +115%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$150M 1,848,892 +800,382 +76%
Wells Fargo
5
Wells Fargo
California
$147M 1,805,906 +1,005,213 +126%
PS
6
Portfolio Solutions
Michigan
$116M 1,422,005 +656,662 +86%
M&T Bank
7
M&T Bank
New York
$92.4M 1,136,055 +584,309 +106%
Stifel Financial
8
Stifel Financial
Missouri
$92M 1,131,901 +718,916 +174%
UCFA
9
United Capital Financial Advisors
Texas
$87.2M 1,072,461 +409,435 +62%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$86.8M 1,067,034 +505,922 +90%
UBS Group
11
UBS Group
Switzerland
$81.3M 1,000,450 +577,122 +136%
RWA
12
RGT Wealth Advisors
Texas
$69M 848,983 +428,900 +102%
Ameriprise
13
Ameriprise
Minnesota
$47.4M 583,146 +367,667 +171%
LPL Financial
14
LPL Financial
California
$41.4M 509,485 +293,443 +136%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$40.5M 498,362 +261,916 +111%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$37.6M 462,636 +215,569 +87%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$37.4M 459,490 +254,267 +124%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$33.2M 408,805 +213,592 +109%
WIA
19
World Investment Advisors
California
$31.7M 339,159 +339,159 New
B
20
Bailard
California
$26.3M 324,006 +161,037 +99%
Truist Financial
21
Truist Financial
North Carolina
$26.2M 322,677 +144,680 +81%
EWA
22
Exencial Wealth Advisors
Oklahoma
$26M 319,256 +149,821 +88%
PHAM
23
Palisades Hudson Asset Management
Florida
$25.5M 314,027 +198,141 +171%
SFI
24
SPC Financial Inc
Maryland
$23.6M 290,745 +148,305 +104%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$23.3M 286,984 +148,272 +107%