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iShares S&P Small-Cap 600 Value ETF

764 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, 307 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
-24
Holders Change %
-3.05%
% of All Funds
10.25%
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
307
Closed
63
Calls
$2.9M
Puts
$3.81M
Net Calls
-$915K
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Shares
Change %
MG
226
Mather Group
Illinois
$1.68M +$137K +1,375 +9%
HC
227
Hurley Capital
New York
$1.65M +$273K +2,739 +20%
IWM
228
IHT Wealth Management
Illinois
$1.63M +$629K +6,324 +63%
RC
229
Rovin Capital
Arizona
$1.58M -$14.6K -147 -0.9%
AM
230
AGF Management
Ontario, Canada
$1.57M -$19.9K -200 -1%
Envestnet Portfolio Solutions
231
Envestnet Portfolio Solutions
Illinois
$1.55M +$72.5K +729 +5%
WANY
232
Wealthspire Advisors (New York)
New York
$1.54M +$91.7K +922 +6%
SC
233
Soundwatch Capital
Connecticut
$1.53M +$1.53M +2,785 New
CCB
234
Country Club Bank
Missouri
$1.53M -$27.7K -278 -2%
FHB
235
First Hawaiian Bank
Hawaii
$1.53M -$113K -1,137 -7%
PWA
236
Physician Wealth Advisors
Utah
$1.52M -$56.7K -570 -4%
KWMG
237
King Wealth Management Group
Florida
$1.47M -$38.1K -383 -3%
CWA
238
CM Wealth Advisors
Ohio
$1.47M -$15K -151 -1%
PAS
239
PKS Advisory Services
New York
$1.46M +$28.6K +287 +2%
AWM
240
AE Wealth Management
Kansas
$1.46M -$4.69M -47,140 -76%
CWM
241
Cranbrook Wealth Management
Michigan
$1.43M +$99 +1 +0%
MCC
242
Money Concepts Capital
Florida
$1.42M -$232K -2,332 -14%
ZF
243
Zhang Financial
Michigan
$1.42M -$7.46K -75 -0.5%
T. Rowe Price Associates
244
T. Rowe Price Associates
Maryland
$1.41M
LKWM
245
Lee-Kelleher Wealth Management
Maryland
$1.41M
TFA
246
Tobias Financial Advisors
Florida
$1.39M +$995 +10 +0.1%
CHC
247
City Holding Co
West Virginia
$1.39M
PWMAG
248
Pinnacle Wealth Management Advisory Group
New Jersey
$1.37M -$20.4K -205 -1%
SQA
249
Simon Quick Advisors
New Jersey
$1.33M
ATC
250
Argent Trust Co
Tennessee
$1.32M +$134K +1,348 +11%