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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
10.25%
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 %
PIMG
326
Patriot Investment Management Group
Tennessee
$818K
SWP
327
Stratos Wealth Partners
Ohio
$818K -$1.39K -14 -0.2%
AC
328
Apella Capital
Connecticut
$798K +$65.3K +640 +9%
HNWAG
329
High Net Worth Advisory Group
Florida
$786K
TWP
330
Total Wealth Planning
Ohio
$786K +$786K +7,896 New
MSFS
331
Main Street Financial Solutions
Pennsylvania
$783K -$9.95K -100 -1%
CFA
332
Cahill Financial Advisors
Minnesota
$767K +$199 +2 +0%
CB
333
Commerce Bank
Missouri
$755K -$150K -1,505 -17%
WIA
334
World Investment Advisors
California
$751K -$18.5M -185,965 -96%
BJL
335
Brighton Jones LLC
Washington
$742K -$26.4K -265 -3%
FPGK
336
Financial Partners Group (Kansas)
Kansas
$740K -$19.1K -192 -3%
VIA
337
Vickerman Investment Advisors
Washington
$737K -$15.7K -158 -2%
FPCG
338
Forum Private Client Group
Indiana
$729K -$17.6K -177 -2%
AFC
339
AFT Forsyth & Company
Florida
$726K +$1.09K +11 +0.2%
SWM
340
Spire Wealth Management
Virginia
$722K -$19.4K -195 -3%
FHA
341
First Horizon Advisors
Tennessee
$719K +$228K +2,290 +46%
FSG
342
Financial Strategies Group
Michigan
$717K +$35.9K +346 +5%
TC
343
TAGStone Capital
North Carolina
$716K +$50.3K +494 +8%
NF
344
Nikulski Financial
Iowa
$715K -$24.9K -250 -3%
MMA
345
Miracle Mile Advisors
California
$715K +$715K +7,182 New
PFBT
346
Parkside Financial Bank & Trust
Missouri
$708K -$668K -6,718 -49%
NPFS
347
Novak & Powell Financial Services
Florida
$688K -$2.29K -23 -0.3%
QHA
348
Quarry Hill Advisors
Minnesota
$685K
CFG
349
Citizens Financial Group
Rhode Island
$685K -$1.59K -16 -0.2%
IC
350
IEQ Capital
California
$681K -$2.19K -22 -0.3%