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iShares S&P Small-Cap 600 Value ETF

765 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 52 funds opening new positions, 225 increasing their positions, 307 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
765
Holders Change
-24
Holders Change %
-3.04%
% of All Funds
10.26%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.19%
New
52
Increased
225
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 %
IPW
301
Intergy Private Wealth
Colorado
$944K +$42.8K +430 +5%
MFC
302
Morris Financial Concepts
South Carolina
$943K -$128K -1,285 -12%
RIA
303
Regal Investment Advisors
Michigan
$929K +$9.85K +99 +1%
PAA
304
Peregrine Asset Advisers
Oregon
$928K -$5.17K -52 -0.6%
NFG
305
Nations Financial Group
Iowa
$925K +$285K +2,864 +45%
SCM
306
SCS Capital Management
Massachusetts
$903K +$31.9K +321 +4%
CL
307
Choreo LLC
Illinois
$895K -$269K -2,704 -23%
CAG
308
Crestwood Advisors Group
Massachusetts
$885K -$90.6K -911 -9%
BGAI
309
Bruce G. Allen Investments
Colorado
$884K -$53.1K -534 -6%
SDWMA
310
Schneider Downs Wealth Management Advisors
Pennsylvania
$879K +$408K +4,100 +87%
FFL
311
Future Fund LLC
Illinois
$874K +$874K +8,787 New
SC
312
Sepio Capital
Utah
$871K -$6.25M -62,856 -88%
MLIC
313
Mandatum Life Insurance Company
Finland
$867K
RDFA
314
Ritter Daniher Financial Advisory
Ohio
$866K -$18.5K -186 -2%
EWA
315
ERTS Wealth Advisors
Michigan
$860K -$88.3K -888 -9%
VCS
316
Vaughan & Co Securities
New Jersey
$859K
BBHC
317
Brown Brothers Harriman & Co
New York
$852K
CA
318
Claro Advisors
Massachusetts
$842K +$8.66K +87 +1%
William Blair & Company
319
William Blair & Company
Illinois
$839K -$198K -1,989 -19%
CKAIS
320
Christensen King & Associates Investment Services
Washington
$837K +$5.37K +54 +0.6%
GVAG
321
Great Valley Advisor Group
Delaware
$836K -$258K -2,598 -24%
TIM
322
Thompson Investment Management
Wisconsin
$834K +$40.2K +404 +5%
EW
323
Evoke Wealth
California
$831K +$616K +6,187 +286%
WPC
324
Wedmont Private Capital
Pennsylvania
$828K
DBIA
325
Dumont & Blake Investment Advisors
New Jersey
$821K +$99 +1 +0%