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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

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

Top Buyers

1
AAP
Arax Advisory Partners
Colorado
+$22.5M
2
MWM
Modera Wealth Management
New Jersey
+$13.8M
3
Morgan Stanley
Morgan Stanley
New York
+$10.6M
4
RIM
Redwood Investment Management
Arizona
+$10.2M
5
Brown Advisory
Brown Advisory
Maryland
+$9.42M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$116M
2
RFC
Regions Financial Corp
Alabama
-$97.3M
3
Ameriprise
Ameriprise
Minnesota
-$24.8M
4
WIA
World Investment Advisors
California
-$18.5M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
376
Financial Alternatives
California
$594K – – –
EFS
377
Essex Financial Services
Connecticut
$593K +$6.96K +70 +1%
BHWM
378
Beaird Harris Wealth Management
Texas
$583K -$7.96K -80 -1%
CA
379
Clearstead Advisors
Ohio
$579K – – –
PG
380
Prostatis Group
Maryland
$577K +$321K +3,225 +125%
JFA
381
JNBA Financial Advisors
Minnesota
$575K – – –
JWCA
382
J.W. Cole Advisors
Florida
$573K +$224K +2,251 +64%
JIC
383
Johnson Investment Counsel
Ohio
$564K -$38.6K -388 -6%
VT
384
Vise Technologies
New York
$560K +$560K +5,632 New
SIS
385
Sound Income Strategies
Florida
$559K -$2.28M -22,918 -80%
VC
386
Vicus Capital
Pennsylvania
$559K -$11.5K -116 -2%
CAM
387
Cozad Asset Management
Illinois
$557K +$35.1K +353 +7%
MWP
388
Meredith Wealth Planning
Illinois
$555K +$1.49K +15 +0.3%
CWM
389
Cornerstone Wealth Management
Missouri
$554K -$29.7K -299 -5%
First Trust Advisors
390
First Trust Advisors
Illinois
$552K +$13.5K +136 +3%
NWM
391
Northwest Wealth Management
Iowa
$550K +$19.2K +193 +4%
PFA
392
Pure Financial Advisors
California
$548K +$35.3K +355 +7%
VPWA
393
Vestia Personal Wealth Advisors
Indiana
$548K -$38K -382 -6%
BFAG
394
Blackston Financial Advisory Group
Florida
$546K -$210K -2,112 -28%
LWL
395
Leo Wealth LLC
Texas
$545K +$4.48K +45 +0.8%
AIA
396
Accelerate Investment Advisors
California
$540K +$2.29K +23 +0.4%
HSWM
397
Hubbell Strickland Wealth Management
Louisiana
$532K -$32.6K -328 -6%
FF
398
Finley Financial
Nevada
$531K – – –
FTS
399
Fifth Third Securities
Ohio
$527K -$29.2K -293 -5%
SCA
400
Snowden Capital Advisors
New York
$525K -$1.39K -14 -0.3%
14 15
16
17 18