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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
10.24%
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 %
MFC
301
Morris Financial Concepts
South Carolina
$943K -$128K -1,285 -12%
RIA
302
Regal Investment Advisors
Michigan
$929K +$9.85K +99 +1%
PAA
303
Peregrine Asset Advisers
Oregon
$928K -$5.17K -52 -0.6%
NFG
304
Nations Financial Group
Iowa
$925K +$285K +2,864 +45%
SCM
305
SCS Capital Management
Massachusetts
$903K +$31.9K +321 +4%
CL
306
Choreo LLC
Illinois
$895K -$269K -2,704 -23%
CAG
307
Crestwood Advisors Group
Massachusetts
$885K -$90.6K -911 -9%
BGAI
308
Bruce G. Allen Investments
Colorado
$884K -$53.1K -534 -6%
SDWMA
309
Schneider Downs Wealth Management Advisors
Pennsylvania
$879K +$408K +4,100 +87%
FFL
310
Future Fund LLC
Illinois
$874K +$874K +8,787 New
SC
311
Sepio Capital
Utah
$871K -$6.25M -62,856 -88%
MLIC
312
Mandatum Life Insurance Company
Finland
$867K
RDFA
313
Ritter Daniher Financial Advisory
Ohio
$866K -$18.5K -186 -2%
EWA
314
ERTS Wealth Advisors
Michigan
$860K -$88.3K -888 -9%
VCS
315
Vaughan & Co Securities
New Jersey
$859K
BBHC
316
Brown Brothers Harriman & Co
New York
$852K
CA
317
Claro Advisors
Massachusetts
$842K +$8.66K +87 +1%
William Blair & Company
318
William Blair & Company
Illinois
$839K -$198K -1,989 -19%
CKAIS
319
Christensen King & Associates Investment Services
Washington
$837K +$5.37K +54 +0.6%
GVAG
320
Great Valley Advisor Group
Delaware
$836K -$258K -2,598 -24%
TIM
321
Thompson Investment Management
Wisconsin
$834K +$40.2K +404 +5%
EW
322
Evoke Wealth
California
$831K +$616K +6,187 +286%
WPC
323
Wedmont Private Capital
Pennsylvania
$828K
DBIA
324
Dumont & Blake Investment Advisors
New Jersey
$821K +$99 +1 +0%
TSW
325
Thompson Siegel & Walmsley
Virginia
$819K -$205K -2,063 -20%