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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
FF
401
Finley Financial
Nevada
$531K
FTS
402
Fifth Third Securities
Ohio
$527K
SCA
403
Snowden Capital Advisors
New York
$525K
AC
404
AWM Capital
Arizona
$524K
JWS
405
Juncture Wealth Strategies
Arizona
$522K
OC
406
Oppenheimer & Co
New York
$521K
SWA
407
Stratos Wealth Advisors
Ohio
$518K
BC
408
Barrett & Company
Rhode Island
$517K
SFG
409
Sage Financial Group
Pennsylvania
$514K
SI
410
Stephens Inc
Arkansas
$511K
RIA
411
Richwood Investment Advisors
Ohio
$502K
CI
412
Conning Inc
Connecticut
$502K
SMA
413
Sage Mountain Advisors
Georgia
$501K
SEIA
414
Signature Estate & Investment Advisors
California
$501K
CSA
415
Cottage Street Advisors
Massachusetts
$499K
AAS
416
Ameritas Advisory Services
Nebraska
$498K
SW
417
SkyOak Wealth
Michigan
$489K
TWM
418
TCFG Wealth Management
California
$487K
ET
419
Equitable Trust
Tennessee
$487K
TSS
420
Two Sigma Securities
New York
$485K
CFP
421
Cypress Financial Planning
New Jersey
$484K
MA
422
Mutual Advisors
Nebraska
$482K
Charles Schwab
423
Charles Schwab
California
$481K
PPH
424
Pure Portfolios Holdings
Oregon
$478K
VWM
425
Valley Wealth Managers
New Jersey
$476K