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iShares S&P Small-Cap 600 Value ETF

762 hedge funds and large institutions have $3.58B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 224 increasing their positions, 305 reducing their positions, and 62 closing their positions.

Holders
762
Holders Change
-26
Holders Change %
-3.3%
% of All Funds
10.23%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.17%
New
52
Increased
224
Reduced
305
Closed
62
Calls
$2.28M
Puts
$3.81M
Net Calls
-$1.53M
Net Calls Change
-$2.21M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$355M 3,564,530 +106,641 +3%
Bank of America
2
Bank of America
North Carolina
$325M 3,264,442 +41,249 +1%
Wells Fargo
3
Wells Fargo
California
$132M 1,323,263 -61,760 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$115M 1,151,037 -1,162,089 -50%
UBS Group
5
UBS Group
Switzerland
$103M 1,040,281 -48,628 -4%
LPL Financial
6
LPL Financial
California
$92.5M 929,734 +64,617 +7%
PCIA
7
Prime Capital Investment Advisors
Kansas
$85.1M 855,227 -30,731 -3%
MWM
8
Modera Wealth Management
New Jersey
$84.6M 849,875 +139,194 +20%
Ameriprise
9
Ameriprise
Minnesota
$66.9M 672,573 -249,589 -27%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$65.1M 654,365 -33,473 -5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$60.4M 607,573 -24,213 -4%
M&T Bank
12
M&T Bank
New York
$59.2M 595,125 -56,894 -9%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$58.8M 590,875 -65,062 -10%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$52.9M 531,818 +72,495 +16%
RFC
15
Regions Financial Corp
Alabama
$49.2M 494,648 -978,049 -66%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$37.6M 378,421 +958 +0.3%
HighTower Advisors
17
HighTower Advisors
Illinois
$37M 371,916 -53,068 -12%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$35.4M 355,716 -52,847 -13%
GHA
19
GW Henssler & Associates
Georgia
$34.1M 342,838 +9,115 +3%
Raymond James Financial
20
Raymond James Financial
Florida
$33.8M 339,292 -77,612 -19%
OCM
21
One Capital Management
California
$32.9M 330,573 -58,767 -15%
Stifel Financial
22
Stifel Financial
Missouri
$32.4M 325,179 -2,275 -0.7%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$30.9M 310,458 +31,397 +11%
PHAM
24
Palisades Hudson Asset Management
Florida
$29.9M 300,861 +19,262 +7%
EWA
25
Exencial Wealth Advisors
Oklahoma
$28.9M 290,218 -5,518 -2%