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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
CFG
351
Citizens Financial Group
Rhode Island
$685K
IC
352
IEQ Capital
California
$681K
SAM
353
Strive Asset Management
Ohio
$677K
ACA
354
Atlas Capital Advisors
Wyoming
$672K
OSAM
355
O'Shaughnessy Asset Management
Connecticut
$670K
PS
356
Principal Securities
Iowa
$670K
CSP
357
Cary Street Partners
Virginia
$663K
MAM
358
Mystic Asset Management
Rhode Island
$660K
SFC
359
Sprinkle Financial Consultants
Colorado
$634K
SC
360
Schoolcraft Capital
Colorado
$627K
HWA
361
Heritage Wealth Advisors
Virginia
$624K
CWP
362
Cyndeo Wealth Partners
Florida
$621K
WP
363
WealthShield Partners
North Carolina
$621K
CFFP
364
Center for Financial Planning
Michigan
$621K
KCM
365
Kendall Capital Management
Maryland
$620K
CAM
366
Close Asset Management
United Kingdom
$617K
OIA
367
OneDigital Investment Advisors
Kansas
$616K
MFWP
368
Mosaic Family Wealth Partners
Missouri
$616K
BPA
369
Beacon Pointe Advisors
California
$611K
MSWMA
370
Market Street Wealth Management Advisors
Indiana
$609K
AIM
371
Anchor Investment Management
South Carolina
$608K
NOI
372
Newton One Investments
Delaware
$606K
CFD
373
Creative Financial Designs
Indiana
$603K
BB
374
Busey Bank
Illinois
$601K
Qube Research & Technologies (QRT)
375
Qube Research & Technologies (QRT)
United Kingdom
$599K