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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
IPW
301
Intergy Private Wealth
Colorado
$944K
MFC
302
Morris Financial Concepts
South Carolina
$943K
RIA
303
Regal Investment Advisors
Michigan
$929K
PAA
304
Peregrine Asset Advisers
Oregon
$928K
NFG
305
Nations Financial Group
Iowa
$925K
SCM
306
SCS Capital Management
Massachusetts
$903K
CL
307
Choreo LLC
Illinois
$895K
CAG
308
Crestwood Advisors Group
Massachusetts
$885K
BGAI
309
Bruce G. Allen Investments
Colorado
$884K
SDWMA
310
Schneider Downs Wealth Management Advisors
Pennsylvania
$879K
FFL
311
Future Fund LLC
Illinois
$874K
SC
312
Sepio Capital
Utah
$871K
MLIC
313
Mandatum Life Insurance Company
Finland
$867K
RDFA
314
Ritter Daniher Financial Advisory
Ohio
$866K
EWA
315
ERTS Wealth Advisors
Michigan
$860K
VCS
316
Vaughan & Co Securities
New Jersey
$859K
BBHC
317
Brown Brothers Harriman & Co
New York
$852K
CA
318
Claro Advisors
Massachusetts
$842K
William Blair & Company
319
William Blair & Company
Illinois
$839K
CKAIS
320
Christensen King & Associates Investment Services
Washington
$837K
GVAG
321
Great Valley Advisor Group
Delaware
$836K
TIM
322
Thompson Investment Management
Wisconsin
$834K
EW
323
Evoke Wealth
California
$831K
WPC
324
Wedmont Private Capital
Pennsylvania
$828K
DBIA
325
Dumont & Blake Investment Advisors
New Jersey
$821K