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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
TSW
326
Thompson Siegel & Walmsley
Virginia
$819K
PIMG
327
Patriot Investment Management Group
Tennessee
$818K
SWP
328
Stratos Wealth Partners
Ohio
$818K
AC
329
Apella Capital
Connecticut
$798K
HNWAG
330
High Net Worth Advisory Group
Florida
$786K
TWP
331
Total Wealth Planning
Ohio
$786K
MSFS
332
Main Street Financial Solutions
Pennsylvania
$783K
CFA
333
Cahill Financial Advisors
Minnesota
$767K
CB
334
Commerce Bank
Missouri
$755K
WIA
335
World Investment Advisors
California
$751K
BJL
336
Brighton Jones LLC
Washington
$742K
FPGK
337
Financial Partners Group (Kansas)
Kansas
$740K
VIA
338
Vickerman Investment Advisors
Washington
$737K
FPCG
339
Forum Private Client Group
Indiana
$729K
AFC
340
AFT Forsyth & Company
Florida
$726K
SWM
341
Spire Wealth Management
Virginia
$722K
FHA
342
First Horizon Advisors
Tennessee
$719K
FSG
343
Financial Strategies Group
Michigan
$717K
TC
344
TAGStone Capital
North Carolina
$716K
NF
345
Nikulski Financial
Iowa
$715K
MMA
346
Miracle Mile Advisors
California
$715K
PFBT
347
Parkside Financial Bank & Trust
Missouri
$708K
WGC
348
Watts Gwilliam & Co
Arizona
$708K
NPFS
349
Novak & Powell Financial Services
Florida
$688K
QHA
350
Quarry Hill Advisors
Minnesota
$685K