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iShares S&P Small-Cap 600 Value ETF

771 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, 228 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 repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 307

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

Holders
771
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
Qube Research & Technologies (QRT)
376
Qube Research & Technologies (QRT)
United Kingdom
$599K
CT
377
Colonial Trust
South Carolina
$597K
PAMG
378
Patton Albertson Miller Group
Tennessee
$596K
FA
379
Financial Alternatives
California
$594K
EFS
380
Essex Financial Services
Connecticut
$593K
BHWM
381
Beaird Harris Wealth Management
Texas
$583K
CA
382
Clearstead Advisors
Ohio
$579K
PG
383
Prostatis Group
Maryland
$577K
JFA
384
JNBA Financial Advisors
Minnesota
$575K
JWCA
385
J.W. Cole Advisors
Florida
$573K
JIC
386
Johnson Investment Counsel
Ohio
$564K
VT
387
Vise Technologies
New York
$560K
SIS
388
Sound Income Strategies
Florida
$559K
VC
389
Vicus Capital
Pennsylvania
$559K
CAM
390
Cozad Asset Management
Illinois
$557K
MWP
391
Meredith Wealth Planning
Illinois
$555K
CWM
392
Cornerstone Wealth Management
Missouri
$554K
First Trust Advisors
393
First Trust Advisors
Illinois
$552K
NWM
394
Northwest Wealth Management
Iowa
$550K
PFA
395
Pure Financial Advisors
California
$548K
VPWA
396
Vestia Personal Wealth Advisors
Indiana
$548K
BFAG
397
Blackston Financial Advisory Group
Florida
$546K
LWL
398
Leo Wealth LLC
Texas
$545K
AIA
399
Accelerate Investment Advisors
California
$540K
HSWM
400
Hubbell Strickland Wealth Management
Louisiana
$532K