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iShares S&P Small-Cap 600 Value ETF

771 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, 228 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 repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 307

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

Holders
771
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
USCWA
276
U.S. Capital Wealth Advisors
Texas
$1.1M
CIBC Private Wealth Group
277
CIBC Private Wealth Group
Georgia
$1.08M
MA
278
MCF Advisors
Kentucky
$1.08M
D
279
Dentgroup
Louisiana
$1.08M
P
280
&Partners
Tennessee
$1.07M
QCM
281
Quantinno Capital Management
New York
$1.06M
AL
282
ACAS LLC
California
$1.05M
CAM
283
Campion Asset Management
Virginia
$1.04M
AllianceBernstein
284
AllianceBernstein
Tennessee
$1.04M
AWM
285
Apollon Wealth Management
South Carolina
$1.03M
EMC
286
Everest Management Corp
California
$1.02M
PA
287
Planning Alternatives
Michigan
$1.02M
PWM
288
PBMares Wealth Management
Virginia
$1.01M
IFO
289
Independent Family Office
New York
$1M
3IP
290
3Chopt Investment Partners
Virginia
$1M
BSB
291
Bangor Savings Bank
Maine
$979K
RB
292
Renasant Bank
Mississippi
$978K
ANBT
293
American National Bank & Trust
Texas
$975K
SIMC
294
Squire Investment Management Company
Utah
$971K
PFS
295
Prospera Financial Services
Texas
$969K
WMP
296
Wealth Management Partners
Arizona
$964K
TPCW
297
TD Private Client Wealth
New York
$961K
SAF
298
Smith Anglin Financial
Texas
$953K
HBW
299
Hazlett, Burt & Watson
West Virginia
$953K
WCWM
300
Willow Creek Wealth Management
California
$945K