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iShares S&P Small-Cap 600 Value ETF

765 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 52 funds opening new positions, 225 increasing their positions, 307 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
765
Holders Change
-24
Holders Change %
-3.04%
% of All Funds
10.26%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.19%
New
52
Increased
225
Reduced
307
Closed
63
Calls
$2.9M
Puts
$3.81M
Net Calls
-$915K
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Shares
Change %
PAMG
376
Patton Albertson Miller Group
Tennessee
$596K
FA
377
Financial Alternatives
California
$594K
EFS
378
Essex Financial Services
Connecticut
$593K +$6.96K +70 +1%
BHWM
379
Beaird Harris Wealth Management
Texas
$583K -$7.96K -80 -1%
CA
380
Clearstead Advisors
Ohio
$579K
PG
381
Prostatis Group
Maryland
$577K +$321K +3,225 +125%
JFA
382
JNBA Financial Advisors
Minnesota
$575K
JWCA
383
J.W. Cole Advisors
Florida
$573K +$224K +2,251 +64%
JIC
384
Johnson Investment Counsel
Ohio
$564K -$38.6K -388 -6%
VT
385
Vise Technologies
New York
$560K +$560K +5,632 New
SIS
386
Sound Income Strategies
Florida
$559K -$2.28M -22,918 -80%
VC
387
Vicus Capital
Pennsylvania
$559K -$11.5K -116 -2%
CAM
388
Cozad Asset Management
Illinois
$557K +$35.1K +353 +7%
MWP
389
Meredith Wealth Planning
Illinois
$555K +$1.49K +15 +0.3%
CWM
390
Cornerstone Wealth Management
Missouri
$554K -$29.7K -299 -5%
First Trust Advisors
391
First Trust Advisors
Illinois
$552K +$13.5K +136 +3%
NWM
392
Northwest Wealth Management
Iowa
$550K +$19.2K +193 +4%
PFA
393
Pure Financial Advisors
California
$548K +$35.3K +355 +7%
VPWA
394
Vestia Personal Wealth Advisors
Indiana
$548K -$38K -382 -6%
BFAG
395
Blackston Financial Advisory Group
Florida
$546K -$210K -2,112 -28%
LWL
396
Leo Wealth LLC
Texas
$545K +$4.48K +45 +0.8%
AIA
397
Accelerate Investment Advisors
California
$540K +$2.29K +23 +0.4%
HSWM
398
Hubbell Strickland Wealth Management
Louisiana
$532K -$32.6K -328 -6%
FF
399
Finley Financial
Nevada
$531K
FTS
400
Fifth Third Securities
Ohio
$527K -$29.2K -293 -5%