IJS icon

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 %
FF
426
Finley Financial
Nevada
$494K +$8.32K +90 +2%
RIA
427
Richwood Investment Advisors
Ohio
$492K -$39K -400 -7%
CI
428
Conning Inc
Connecticut
$491K
QCM
429
Quantinno Capital Management
New York
$489K +$130K +1,334 +36%
VWM
430
Valley Wealth Managers
New Jersey
$482K -$43.2K -443 -8%
FHA
431
First Horizon Advisors
Tennessee
$481K -$11.8K -121 -2%
QWP
432
Quotient Wealth Partners
Texas
$481K -$8.09K -83 -2%
SW
433
SkyOak Wealth
Michigan
$479K
IP
434
Integras Partners
Georgia
$475K -$374K -3,835 -44%
CFP
435
Cypress Financial Planning
New Jersey
$474K -$6.34K -65 -1%
SEIA
436
Signature Estate & Investment Advisors
California
$466K -$13.3K -136 -3%
SAM
437
Silvercrest Asset Management
New York
$465K +$21.1K +216 +5%
RPCONE
438
Retirement Planning Company of New England
Rhode Island
$463K
BI
439
Beckerman Institutional
New Jersey
$463K +$62.2K +638 +16%
SDWMA
440
Schneider Downs Wealth Management Advisors
Pennsylvania
$461K +$1.37K +14 +0.3%
KFI
441
Key Financial Inc
Pennsylvania
$461K -$11.1K -114 -2%
FAC
442
Financial Advisory Corporation
Michigan
$456K +$292 +3 +0.1%
D.E. Shaw & Co
443
D.E. Shaw & Co
New York
$454K +$454K +4,655 New
DADC
444
D.A. Davidson & Co
Montana
$452K -$99K -1,015 -18%
BL
445
BFSG LLC
California
$447K
BCG
446
Breakwater Capital Group
New Jersey
$444K +$9.46K +97 +2%
QPWM
447
Quadrant Private Wealth Management
Pennsylvania
$444K -$66.1K -678 -13%
SIC
448
Shoker Investment Counsel
Ohio
$443K
DWP
449
Daymark Wealth Partners
Ohio
$436K -$100K -1,027 -19%
FGWP
450
Founders Grove Wealth Partners
Virginia
$436K +$22.5K +231 +5%