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iShares S&P Small-Cap 600 Value ETF

709 hedge funds and large institutions have $5.94B invested in iShares S&P Small-Cap 600 Value ETF in 2021 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 220 increasing their positions, 205 reducing their positions, and 51 closing their positions.

Holders
709
Holders Change
+72
Holders Change %
+11.3%
% of All Funds
10.95%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.43%
New
135
Increased
220
Reduced
205
Closed
51
Calls
$7.2M
Puts
$8.85M
Net Calls
-$1.65M
Net Calls Change
-$4.36M
Name Market Value Shares Shares
Change
Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.3B 12,462,300 -43,447 -0.3%
Bank of America
2
Bank of America
North Carolina
$423M 4,045,803 +1,068,259 +36%
Morgan Stanley
3
Morgan Stanley
New York
$407M 3,894,463 +63,267 +2%
Wells Fargo
4
Wells Fargo
California
$210M 2,006,210 -199,159 -9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$185M 1,770,025 -7,479 -0.4%
M&T Bank
6
M&T Bank
New York
$156M 1,489,055 +115,215 +8%
RFC
7
Regions Financial Corp
Alabama
$149M 1,428,712 +120,803 +9%
Truist Financial
8
Truist Financial
North Carolina
$149M 1,427,225 +38,611 +3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$144M 1,380,494 +528,373 +62%
Ameriprise
10
Ameriprise
Minnesota
$134M 1,286,841 +41,310 +3%
LPL Financial
11
LPL Financial
California
$130M 1,243,675 -363,334 -23%
PS
12
Portfolio Solutions
Michigan
$126M 1,206,522 -66,003 -5%
UBS Group
13
UBS Group
Switzerland
$118M 1,130,674 -17,431 -2%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$114M 1,093,334 +19,152 +2%
RWA
15
RGT Wealth Advisors
Texas
$91.2M 872,930 +14,188 +2%
UCFA
16
United Capital Financial Advisors
Texas
$90.5M 865,771 -6,431 -0.7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$53.9M 515,846 +3,007 +0.6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$48.5M 464,581 -33,068 -7%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$47.5M 455,040 +10,797 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$47.1M 450,954 +13,864 +3%
Mariner
21
Mariner
Kansas
$37M 354,438 +6,445 +2%
RJA
22
Raymond James & Associates
Florida
$36.6M 350,737 -5,097 -1%
PFM
23
Parsec Financial Management
North Carolina
$35.9M 343,770 +29,476 +9%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$33.9M 324,737 +1,468 +0.5%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$33.3M 318,428 +86,087 +37%