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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 %
SAM
426
Silvercrest Asset Management
New York
$469K -$5.07K -51 -1%
JFG
427
JMG Financial Group
Illinois
$468K +$26.4K +265 +6%
BI
428
Beckerman Institutional
New Jersey
$467K -$5.57K -56 -1%
QWP
429
Quotient Wealth Partners
Texas
$463K -$28.3K -284 -6%
JF
430
JSF Financial
California
$461K +$97K +975 +27%
LWM
431
LJI Wealth Management
Indiana
$454K +$40.9K +411 +10%
CCM
432
Cambridge Capital Management
Illinois
$451K -$194K -1,946 -30%
BCG
433
Breakwater Capital Group
New Jersey
$448K -$5.87K -59 -1%
DWP
434
Daymark Wealth Partners
Ohio
$445K -$796 -8 -0.2%
MWM
435
Modern Wealth Management
Kansas
$444K -$1.56M -15,649 -78%
TRIA
436
Trail Ridge Investment Advisors
Colorado
$442K +$2.12K +21 +0.5%
IA
437
IFG Advisors
Missouri
$437K -$1.89K -19 -0.4%
NFP
438
NorthLanding Financial Partners
New York
$435K +$1.39K +14 +0.3%
FFBTD
439
First Financial Bank - Trust Division
Ohio
$431K – – –
KFP
440
KMG Fiduciary Partners
Ohio
$430K +$100 +1 +0%
UFA
441
Uptown Financial Advisors
Texas
$427K – – –
VCP
442
Vista Capital Partners
Oregon
$426K – – –
SCM
443
SOL Capital Management
Maryland
$423K -$11.4K -115 -3%
Chevy Chase Trust
444
Chevy Chase Trust
Maryland
$423K – – –
DWT
445
Dorsey & Whitney Trust
South Dakota
$422K – – –
CIAS
446
Capital Investment Advisory Services
North Carolina
$420K +$74.4K +748 +22%
RSWM
447
Robertson Stephens Wealth Management
California
$417K -$8.16K -82 -2%
GRP
448
Global Retirement Partners
California
$417K +$417K +4,187 New
SAG
449
SageView Advisory Group
California
$416K -$414K -3,989 -50%
DADC
450
D.A. Davidson & Co
Montana
$414K -$47.1K -473 -10%
16 17
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