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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
$84.6M
3
Morgan Stanley
Morgan Stanley
New York
$355M
4
RIM
Redwood Investment Management
Arizona
$10.2M
5
Brown Advisory
Brown Advisory
Maryland
$10.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$115M
2
RFC
Regions Financial Corp
Alabama
$49.2M
3
Ameriprise
Ameriprise
Minnesota
$66.9M
4
WIA
World Investment Advisors
California
$751K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
401
AWM Capital
Arizona
$524K – – –
JWS
402
Juncture Wealth Strategies
Arizona
$522K -$530K -5,325 -50%
OC
403
Oppenheimer & Co
New York
$521K -$155K -1,560 -23%
SWA
404
Stratos Wealth Advisors
Ohio
$518K +$177K +1,779 +52%
BC
405
Barrett & Company
Rhode Island
$517K +$796 +8 +0.2%
SFG
406
Sage Financial Group
Pennsylvania
$514K – – –
SI
407
Stephens Inc
Arkansas
$511K -$55K -553 -10%
RIA
408
Richwood Investment Advisors
Ohio
$502K – – –
CI
409
Conning Inc
Connecticut
$502K – – –
SMA
410
Sage Mountain Advisors
Georgia
$501K -$30.5K -307 -6%
SEIA
411
Signature Estate & Investment Advisors
California
$501K +$25K +251 +5%
CSA
412
Cottage Street Advisors
Massachusetts
$499K -$9.95K -100 -2%
AAS
413
Ameritas Advisory Services
Nebraska
$498K -$155K -1,554 -24%
SW
414
SkyOak Wealth
Michigan
$489K – – –
TWM
415
TCFG Wealth Management
California
$487K +$487K +4,898 New
ET
416
Equitable Trust
Tennessee
$487K -$367K -3,692 -43%
TSS
417
Two Sigma Securities
New York
$485K +$485K +4,872 New
CFP
418
Cypress Financial Planning
New Jersey
$484K +$99 +1 +0%
MA
419
Mutual Advisors
Nebraska
$482K -$144K -1,388 -23%
Charles Schwab
420
Charles Schwab
California
$481K -$55.3K -556 -10%
PPH
421
Pure Portfolios Holdings
Oregon
$478K +$34.4K +346 +8%
VWM
422
Valley Wealth Managers
New Jersey
$476K -$16.1K -162 -3%
RPCONE
423
Retirement Planning Company of New England
Rhode Island
$472K -$696 -7 -0.1%
KFI
424
Key Financial Inc
Pennsylvania
$470K – – –
AWP
425
Axis Wealth Partners
Rhode Island
$469K +$252K +2,537 +116%
15 16
17
18 19