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iShares S&P Small-Cap 600 Value ETF

769 hedge funds and large institutions have $3.59B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 226 increasing their positions, 307 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

24% less call options, than puts

Call options by funds: $2.9M | Put options by funds: $3.81M

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

26% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 307

Holders
769
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.9M
Puts
$3.81M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWAG
226
Net Worth Advisory Group
Utah
$1.78M
FTUS
227
Flow Traders U.S.
New York
$1.76M
MG
228
Mather Group
Illinois
$1.68M
HC
229
Hurley Capital
New York
$1.65M
IWM
230
IHT Wealth Management
Illinois
$1.63M
RC
231
Rovin Capital
Arizona
$1.58M
AM
232
AGF Management
Ontario, Canada
$1.57M
Envestnet Portfolio Solutions
233
Envestnet Portfolio Solutions
Illinois
$1.55M
WANY
234
Wealthspire Advisors (New York)
New York
$1.54M
SC
235
Soundwatch Capital
Connecticut
$1.53M
CCB
236
Country Club Bank
Missouri
$1.53M
FHB
237
First Hawaiian Bank
Hawaii
$1.53M
PWA
238
Physician Wealth Advisors
Utah
$1.52M
KWMG
239
King Wealth Management Group
Florida
$1.47M
CWA
240
CM Wealth Advisors
Ohio
$1.47M
PAS
241
PKS Advisory Services
New York
$1.46M
AWM
242
AE Wealth Management
Kansas
$1.46M
CWM
243
Cranbrook Wealth Management
Michigan
$1.43M
MCC
244
Money Concepts Capital
Florida
$1.42M
ZF
245
Zhang Financial
Michigan
$1.42M
T. Rowe Price Associates
246
T. Rowe Price Associates
Maryland
$1.41M
LKWM
247
Lee-Kelleher Wealth Management
Maryland
$1.41M
TFA
248
Tobias Financial Advisors
Florida
$1.39M
CHC
249
City Holding Co
West Virginia
$1.39M
PWMAG
250
Pinnacle Wealth Management Advisory Group
New Jersey
$1.37M