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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 %
AIM
376
Anchor Investment Management
South Carolina
$601K
BPA
377
Beacon Pointe Advisors
California
$598K
CWM
378
Congress Wealth Management
Massachusetts
$593K +$83.1K +850 +16%
HW
379
Hancock Whitney
Mississippi
$592K +$219K +2,244 +59%
NOI
380
Newton One Investments
Delaware
$591K +$2.24K +23 +0.4%
JIC
381
Johnson Investment Counsel
Ohio
$591K
BB
382
Busey Bank
Illinois
$588K
CT
383
Colonial Trust
South Carolina
$585K -$45.9K -471 -7%
PAMG
384
Patton Albertson Miller Group
Tennessee
$584K
FA
385
Financial Alternatives
California
$582K
BHWM
386
Beaird Harris Wealth Management
Texas
$579K -$2.34K -24 -0.4%
FSG
387
Financial Strategies Group
Michigan
$576K +$134K +1,530 +30%
VPWA
388
Vestia Personal Wealth Advisors
Indiana
$574K +$7.7K +79 +1%
EFS
389
Essex Financial Services
Connecticut
$574K -$27.3K -280 -5%
CWM
390
Cornerstone Wealth Management
Missouri
$572K +$51.7K +530 +10%
SWC
391
Spectrum Wealth Counsel
Indiana
$571K
CA
392
Clearstead Advisors
Ohio
$567K -$82.7K -848 -13%
JFA
393
JNBA Financial Advisors
Minnesota
$563K -$32.7K -335 -5%
WQ
394
Wealth Quarterback
New Jersey
$563K -$6.43M -65,968 -92%
KCM
395
Kendall Capital Management
Maryland
$560K -$20.4K -209 -4%
EWP
396
Elevation Wealth Partners
California
$559K +$1.85K +19 +0.3%
VC
397
Vicus Capital
Pennsylvania
$559K -$90.7K -930 -14%
VFIC
398
Valley Forge Investment Consultants
Pennsylvania
$558K
SI
399
Stephens Inc
Arkansas
$554K -$226K -2,321 -29%
HSWM
400
Hubbell Strickland Wealth Management
Louisiana
$553K -$33.4K -343 -6%