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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 %
SCA
401
Snowden Capital Advisors
New York
$525K -$1.39K -14 -0.3%
AC
402
AWM Capital
Arizona
$524K
JWS
403
Juncture Wealth Strategies
Arizona
$522K -$530K -5,325 -50%
OC
404
Oppenheimer & Co
New York
$521K -$155K -1,560 -23%
SWA
405
Stratos Wealth Advisors
Ohio
$518K +$177K +1,779 +52%
BC
406
Barrett & Company
Rhode Island
$517K +$796 +8 +0.2%
SFG
407
Sage Financial Group
Pennsylvania
$514K
SI
408
Stephens Inc
Arkansas
$511K -$55K -553 -10%
RIA
409
Richwood Investment Advisors
Ohio
$502K
CI
410
Conning Inc
Connecticut
$502K
SMA
411
Sage Mountain Advisors
Georgia
$501K -$30.5K -307 -6%
SEIA
412
Signature Estate & Investment Advisors
California
$501K +$25K +251 +5%
CSA
413
Cottage Street Advisors
Massachusetts
$499K -$9.95K -100 -2%
AAS
414
Ameritas Advisory Services
Nebraska
$498K -$155K -1,554 -24%
SW
415
SkyOak Wealth
Michigan
$489K
TWM
416
TCFG Wealth Management
California
$487K +$487K +4,898 New
ET
417
Equitable Trust
Tennessee
$487K -$367K -3,692 -43%
TSS
418
Two Sigma Securities
New York
$485K +$485K +4,872 New
CFP
419
Cypress Financial Planning
New Jersey
$484K +$99 +1 +0%
MA
420
Mutual Advisors
Nebraska
$482K -$144K -1,388 -23%
Charles Schwab
421
Charles Schwab
California
$481K -$55.3K -556 -10%
PPH
422
Pure Portfolios Holdings
Oregon
$478K +$34.4K +346 +8%
VWM
423
Valley Wealth Managers
New Jersey
$476K -$16.1K -162 -3%
RPCONE
424
Retirement Planning Company of New England
Rhode Island
$472K -$696 -7 -0.1%
KFI
425
Key Financial Inc
Pennsylvania
$470K