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iShares S&P Small-Cap 600 Value ETF

788 hedge funds and large institutions have $3.87B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 237 increasing their positions, 278 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-26
Holders Change %
-3.19%
% of All Funds
10.71%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.24%
New
63
Increased
237
Reduced
278
Closed
72
Calls
$1.52M
Puts
$848K
Net Calls
+$673K
Net Calls Change
-$793K
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
226
Corepath Wealth Partners
Arizona
$1.77M -$37.2K -420 -2%
SCA
227
Stillwater Capital Advisors
Pennsylvania
$1.75M +$18.7K +192 +1%
NL
228
NWAM LLC
Washington
$1.74M -$384K -3,942 -18%
QC
229
Quadrature Capital
United Kingdom
$1.74M +$1.74M +17,830 New
Citigroup
230
Citigroup
New York
$1.73M +$403K +4,136 +30%
HIS
231
Harvest Investment Services
Illinois
$1.7M +$1.7M +17,447 New
ARC
232
Advisor Resource Council
Texas
$1.66M +$1.66M +17,073 New
CA
233
CoreCap Advisors
Michigan
$1.63M +$663K +6,806 +68%
UWPG
234
Ullmann Wealth Partners Group
Florida
$1.63M +$3.61K +37 +0.2%
MCC
235
Money Concepts Capital
Florida
$1.62M +$1.62M +16,651 New
FHB
236
First Hawaiian Bank
Hawaii
$1.61M -$131K -1,341 -8%
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$1.58M -$11K -113 -0.7%
RC
238
Rovin Capital
Arizona
$1.57M -$5.73M -58,808 -79%
AM
239
AGF Management
Ontario, Canada
$1.56M -$156K -1,600 -9%
PWA
240
Physician Wealth Advisors
Utah
$1.55M +$12.6K +129 +0.8%
BAM
241
Belpointe Asset Management
Nevada
$1.55M +$1.55M +15,865 New
CCB
242
Country Club Bank
Missouri
$1.52M -$131K -1,346 -8%
MG
243
Mather Group
Illinois
$1.51M +$264K +2,709 +21%
KWMG
244
King Wealth Management Group
Florida
$1.48M -$23.7K -243 -2%
AIS
245
American Investment Services
Massachusetts
$1.46M +$3.51K +36 +0.2%
CWA
246
CM Wealth Advisors
Ohio
$1.45M -$67.1K -688 -4%
Envestnet Portfolio Solutions
247
Envestnet Portfolio Solutions
Illinois
$1.45M +$5.17K +53 +0.4%
WANY
248
Wealthspire Advisors (New York)
New York
$1.42M +$11.6K +119 +0.8%
PAS
249
PKS Advisory Services
New York
$1.4M +$57K +585 +4%
ZF
250
Zhang Financial
Michigan
$1.4M +$585 +6 +0%