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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
CT
376
Colonial Trust
South Carolina
$597K
PAMG
377
Patton Albertson Miller Group
Tennessee
$596K
FA
378
Financial Alternatives
California
$594K
EFS
379
Essex Financial Services
Connecticut
$593K
BHWM
380
Beaird Harris Wealth Management
Texas
$583K
CA
381
Clearstead Advisors
Ohio
$579K
PG
382
Prostatis Group
Maryland
$577K
JFA
383
JNBA Financial Advisors
Minnesota
$575K
JWCA
384
J.W. Cole Advisors
Florida
$573K
JIC
385
Johnson Investment Counsel
Ohio
$564K
VT
386
Vise Technologies
New York
$560K
SIS
387
Sound Income Strategies
Florida
$559K
VC
388
Vicus Capital
Pennsylvania
$559K
CAM
389
Cozad Asset Management
Illinois
$557K
MWP
390
Meredith Wealth Planning
Illinois
$555K
CWM
391
Cornerstone Wealth Management
Missouri
$554K
First Trust Advisors
392
First Trust Advisors
Illinois
$552K
NWM
393
Northwest Wealth Management
Iowa
$550K
PFA
394
Pure Financial Advisors
California
$548K
VPWA
395
Vestia Personal Wealth Advisors
Indiana
$548K
BFAG
396
Blackston Financial Advisory Group
Florida
$546K
LWL
397
Leo Wealth LLC
Texas
$545K
AIA
398
Accelerate Investment Advisors
California
$540K
HSWM
399
Hubbell Strickland Wealth Management
Louisiana
$532K
FF
400
Finley Financial
Nevada
$531K