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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 %
MA
401
Mutual Advisors
Nebraska
$550K -$4.08M -44,609 -88%
CFD
402
Creative Financial Designs
Indiana
$546K +$3.22K +33 +0.6%
FTS
403
Fifth Third Securities
Ohio
$545K -$7.41K -76 -1%
EA
404
Enclave Advisors
Texas
$544K -$257K -2,635 -32%
MWP
405
Meredith Wealth Planning
Illinois
$542K -$4K -41 -0.7%
PIA
406
Panoramic Investment Advisors
Colorado
$534K
LWL
407
Leo Wealth LLC
Texas
$529K +$1.27K +13 +0.2%
SB
408
Strategic Blueprint
Georgia
$529K -$408K -4,187 -44%
First Trust Advisors
409
First Trust Advisors
Illinois
$527K +$46.4K +476 +10%
AIA
410
Accelerate Investment Advisors
California
$527K +$1.76K +18 +0.3%
Charles Schwab
411
Charles Schwab
California
$525K -$3.9K -40 -0.7%
SMA
412
Sage Mountain Advisors
Georgia
$521K
NWM
413
Northwest Wealth Management
Iowa
$520K +$585 +6 +0.1%
SCA
414
Snowden Capital Advisors
New York
$516K -$2.05K -21 -0.4%
AC
415
AWM Capital
Arizona
$513K
GSC
416
Ground Swell Capital
South Carolina
$512K +$512K +5,257 New
Betterment LLC
417
Betterment LLC
New York
$512K +$31.6K +324 +7%
CAM
418
Cozad Asset Management
Illinois
$511K -$15.6K -160 -3%
DIA
419
Dana Investment Advisors
Wisconsin
$511K -$41.4K -425 -8%
BC
420
Barrett & Company
Rhode Island
$506K +$8.29K +85 +2%
SFG
421
Sage Financial Group
Pennsylvania
$504K +$12.3K +126 +2%
PFA
422
Pure Financial Advisors
California
$503K +$19K +195 +4%
GIA
423
Gladstone Institutional Advisory
Florida
$500K -$66.7K -684 -12%
CSA
424
Cottage Street Advisors
Massachusetts
$498K
PPW
425
Presilium Private Wealth
Pennsylvania
$496K -$217K -2,229 -30%