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iShares S&P Small-Cap 600 Value ETF

789 hedge funds and large institutions have $3.87B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 238 increasing their positions, 278 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
789
Holders Change
-26
Holders Change %
-3.19%
% of All Funds
10.72%
Holding in Top 10
19
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-26.92%
% of All Funds
0.26%
New
63
Increased
238
Reduced
278
Closed
72
Calls
$1.52M
Puts
$848K
Net Calls
+$673K
Net Calls Change
-$793K
Name Holding Trade Value Shares
Change
Shares
Change %
NF
351
Nikulski Financial
Iowa
$725K
AFC
352
AFT Forsyth & Company
Florida
$710K +$877 +9 +0.1%
AQR Capital Management
353
AQR Capital Management
Connecticut
$706K +$463K +4,747 +190%
WPC
354
Wedmont Private Capital
Pennsylvania
$694K +$323K +3,714 +87%
OSAM
355
O'Shaughnessy Asset Management
Connecticut
$693K +$124K +1,273 +22%
NPFS
356
Novak & Powell Financial Services
Florida
$676K -$115K -1,184 -15%
CFG
357
Citizens Financial Group
Rhode Island
$673K +$1.76K +18 +0.3%
QHA
358
Quarry Hill Advisors
Minnesota
$672K
IC
359
IEQ Capital
California
$670K +$4.87K +50 +0.7%
AAS
360
Ameritas Advisory Services
Nebraska
$666K +$20.9K +206 +3%
OC
361
Oppenheimer & Co
New York
$662K +$7.99K +82 +1%
MSWMA
362
Market Street Wealth Management Advisors
Indiana
$659K -$2.05K -21 -0.3%
ACA
363
Atlas Capital Advisors
Wyoming
$659K
AC
364
Apella Capital
Connecticut
$651K +$7.89K +87 +1%
MAM
365
Mystic Asset Management
Rhode Island
$647K -$6.82K -70 -1%
SC
366
Schoolcraft Capital
Colorado
$638K -$3.41K -35 -0.5%
TC
367
TAGStone Capital
North Carolina
$637K +$18.3K +188 +3%
CCM
368
Cambridge Capital Management
Illinois
$632K +$2.24K +23 +0.4%
NFG
369
Nations Financial Group
Iowa
$627K +$177K +1,820 +39%
WEG
370
World Equity Group
Illinois
$621K +$621K +6,375 New
WGC
371
Watts Gwilliam & Co
Arizona
$615K -$19.1K -196 -3%
HWA
372
Heritage Wealth Advisors
Virginia
$611K
CFFP
373
Center for Financial Planning
Michigan
$608K
CAM
374
Close Asset Management
United Kingdom
$605K
OIA
375
OneDigital Investment Advisors
Kansas
$603K -$3.41K -35 -0.6%