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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 %
AllianceBernstein
301
AllianceBernstein
Tennessee
$990K +$4.68K +48 +0.5%
IFO
302
Independent Family Office
New York
$983K
IWM
303
IHT Wealth Management
Illinois
$977K -$371K -3,808 -28%
PWM
304
PBMares Wealth Management
Virginia
$972K -$10.2K -105 -1%
BSB
305
Bangor Savings Bank
Maine
$960K
CAG
306
Crestwood Advisors Group
Massachusetts
$956K +$6.04K +62 +0.6%
ANBT
307
American National Bank & Trust
Texas
$955K
HBW
308
Hazlett, Burt & Watson
West Virginia
$937K +$133K +1,366 +17%
PRS
309
Pinkerton Retirement Specialists
Idaho
$934K +$385K +3,953 +70%
WMP
310
Wealth Management Partners
Arizona
$933K -$27.6K -283 -3%
EWA
311
ERTS Wealth Advisors
Michigan
$929K -$95.5K -980 -9%
WCWM
312
Willow Creek Wealth Management
California
$926K
BGAI
313
Bruce G. Allen Investments
Colorado
$919K +$131K +1,342 +17%
SWM
314
SigFig Wealth Management
California
$916K +$74.8K +770 +9%
PAA
315
Peregrine Asset Advisers
Oregon
$914K -$19.5K -200 -2%
CIBC Private Wealth Group
316
CIBC Private Wealth Group
Georgia
$911K -$117K -1,403 -11%
AL
317
ACAS LLC
California
$908K -$40K -434 -4%
RIA
318
Regal Investment Advisors
Michigan
$900K +$42.7K +438 +5%
CB
319
Commerce Bank
Missouri
$887K -$12.3K -126 -1%
IPW
320
Intergy Private Wealth
Colorado
$883K +$17.6K +181 +2%
CHJWM
321
Carlton Hofferkamp & Jenks Wealth Management
Texas
$875K +$151K +1,736 +21%
RDFA
322
Ritter Daniher Financial Advisory
Ohio
$866K -$61.8K -634 -7%
SCM
323
SCS Capital Management
Massachusetts
$853K +$853K +8,752 New
MLIC
324
Mandatum Life Insurance Company
Finland
$849K
SIMC
325
Squire Investment Management Company
Utah
$847K