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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 %
IC
351
IEQ Capital
California
$681K -$2.19K -22 -0.3%
SAM
352
Strive Asset Management
Ohio
$677K -$1.33M -13,324 -66%
ACA
353
Atlas Capital Advisors
Wyoming
$672K
OSAM
354
O'Shaughnessy Asset Management
Connecticut
$670K -$37.2K -374 -5%
PS
355
Principal Securities
Iowa
$670K -$298 -3 -0%
CSP
356
Cary Street Partners
Virginia
$663K -$104K -1,043 -14%
MAM
357
Mystic Asset Management
Rhode Island
$660K
SFC
358
Sprinkle Financial Consultants
Colorado
$634K -$145K -1,454 -19%
SC
359
Schoolcraft Capital
Colorado
$627K -$24.3K -244 -4%
HWA
360
Heritage Wealth Advisors
Virginia
$624K
CWP
361
Cyndeo Wealth Partners
Florida
$621K +$621K +6,246 New
WP
362
WealthShield Partners
North Carolina
$621K -$171K -1,714 -22%
CFFP
363
Center for Financial Planning
Michigan
$621K
KCM
364
Kendall Capital Management
Maryland
$620K +$48.5K +487 +8%
CAM
365
Close Asset Management
United Kingdom
$617K
OIA
366
OneDigital Investment Advisors
Kansas
$616K +$1.19K +12 +0.2%
MFWP
367
Mosaic Family Wealth Partners
Missouri
$616K +$616K +6,187 New
BPA
368
Beacon Pointe Advisors
California
$611K
MSWMA
369
Market Street Wealth Management Advisors
Indiana
$609K -$63.7K -640 -9%
AIM
370
Anchor Investment Management
South Carolina
$608K -$4.98K -50 -0.8%
NOI
371
Newton One Investments
Delaware
$606K +$2.59K +26 +0.4%
CFD
372
Creative Financial Designs
Indiana
$603K +$45.3K +455 +8%
BB
373
Busey Bank
Illinois
$601K
Qube Research & Technologies (QRT)
374
Qube Research & Technologies (QRT)
United Kingdom
$599K +$540K +5,430 +913%
CT
375
Colonial Trust
South Carolina
$597K