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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

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

Top Buyers

1
AAP
Arax Advisory Partners
Colorado
+$22.5M
2
MWM
Modera Wealth Management
New Jersey
+$13.8M
3
Morgan Stanley
Morgan Stanley
New York
+$10.6M
4
RIM
Redwood Investment Management
Arizona
+$10.2M
5
Brown Advisory
Brown Advisory
Maryland
+$9.42M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$116M
2
RFC
Regions Financial Corp
Alabama
-$97.3M
3
Ameriprise
Ameriprise
Minnesota
-$24.8M
4
WIA
World Investment Advisors
California
-$18.5M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWP
426
Axis Wealth Partners
Rhode Island
$469K +$252K +2,537 +116%
SAM
427
Silvercrest Asset Management
New York
$469K -$5.07K -51 -1%
JFG
428
JMG Financial Group
Illinois
$468K +$26.4K +265 +6%
BI
429
Beckerman Institutional
New Jersey
$467K -$5.57K -56 -1%
QWP
430
Quotient Wealth Partners
Texas
$463K -$28.3K -284 -6%
JF
431
JSF Financial
California
$461K +$97K +975 +27%
LWM
432
LJI Wealth Management
Indiana
$454K +$40.9K +411 +10%
CCM
433
Cambridge Capital Management
Illinois
$451K -$194K -1,946 -30%
BCG
434
Breakwater Capital Group
New Jersey
$448K -$5.87K -59 -1%
DWP
435
Daymark Wealth Partners
Ohio
$445K -$796 -8 -0.2%
MWM
436
Modern Wealth Management
Kansas
$444K -$1.56M -15,649 -78%
TRIA
437
Trail Ridge Investment Advisors
Colorado
$442K +$2.12K +21 +0.5%
IA
438
IFG Advisors
Missouri
$437K -$1.89K -19 -0.4%
NFP
439
NorthLanding Financial Partners
New York
$435K +$1.39K +14 +0.3%
FFBTD
440
First Financial Bank - Trust Division
Ohio
$431K – – –
KFP
441
KMG Fiduciary Partners
Ohio
$430K +$100 +1 +0%
UFA
442
Uptown Financial Advisors
Texas
$427K – – –
VCP
443
Vista Capital Partners
Oregon
$426K – – –
SCM
444
SOL Capital Management
Maryland
$423K -$11.4K -115 -3%
Chevy Chase Trust
445
Chevy Chase Trust
Maryland
$423K – – –
DWT
446
Dorsey & Whitney Trust
South Dakota
$422K – – –
CIAS
447
Capital Investment Advisory Services
North Carolina
$420K +$74.4K +748 +22%
RSWM
448
Robertson Stephens Wealth Management
California
$417K -$8.16K -82 -2%
GRP
449
Global Retirement Partners
California
$417K +$417K +4,187 New
SAG
450
SageView Advisory Group
California
$416K -$414K -3,989 -50%
16 17
18
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