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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
VFS
301
Valpey Financial Services
New Hampshire
$944K
IPW
302
Intergy Private Wealth
Colorado
$944K
MFC
303
Morris Financial Concepts
South Carolina
$943K
RIA
304
Regal Investment Advisors
Michigan
$929K
PAA
305
Peregrine Asset Advisers
Oregon
$928K
NFG
306
Nations Financial Group
Iowa
$925K
SCM
307
SCS Capital Management
Massachusetts
$903K
CL
308
Choreo LLC
Illinois
$895K
CAG
309
Crestwood Advisors Group
Massachusetts
$885K
BGAI
310
Bruce G. Allen Investments
Colorado
$884K
SDWMA
311
Schneider Downs Wealth Management Advisors
Pennsylvania
$879K
FFL
312
Future Fund LLC
Illinois
$874K
SC
313
Sepio Capital
Utah
$871K
MLIC
314
Mandatum Life Insurance Company
Finland
$867K
RDFA
315
Ritter Daniher Financial Advisory
Ohio
$866K
EWA
316
ERTS Wealth Advisors
Michigan
$860K
VCS
317
Vaughan & Co Securities
New Jersey
$859K
BBHC
318
Brown Brothers Harriman & Co
New York
$852K
CA
319
Claro Advisors
Massachusetts
$842K
William Blair & Company
320
William Blair & Company
Illinois
$839K
CKAIS
321
Christensen King & Associates Investment Services
Washington
$837K
GVAG
322
Great Valley Advisor Group
Delaware
$836K
TIM
323
Thompson Investment Management
Wisconsin
$834K
EW
324
Evoke Wealth
California
$831K
WPC
325
Wedmont Private Capital
Pennsylvania
$828K