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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
RPCONE
426
Retirement Planning Company of New England
Rhode Island
$472K
KFI
427
Key Financial Inc
Pennsylvania
$470K
AWP
428
Axis Wealth Partners
Rhode Island
$469K
SAM
429
Silvercrest Asset Management
New York
$469K
JFG
430
JMG Financial Group
Illinois
$468K
BI
431
Beckerman Institutional
New Jersey
$467K
QWP
432
Quotient Wealth Partners
Texas
$463K
JF
433
JSF Financial
California
$461K
LWM
434
LJI Wealth Management
Indiana
$454K
CCM
435
Cambridge Capital Management
Illinois
$451K
BCG
436
Breakwater Capital Group
New Jersey
$448K
DWP
437
Daymark Wealth Partners
Ohio
$445K
MWM
438
Modern Wealth Management
Kansas
$444K
TRIA
439
Trail Ridge Investment Advisors
Colorado
$442K
IA
440
IFG Advisors
Missouri
$437K
NFP
441
NorthLanding Financial Partners
New York
$435K
FFBTD
442
First Financial Bank - Trust Division
Ohio
$431K
KFP
443
KMG Fiduciary Partners
Ohio
$430K
UFA
444
Uptown Financial Advisors
Texas
$427K
VCP
445
Vista Capital Partners
Oregon
$426K
SCM
446
SOL Capital Management
Maryland
$423K
Chevy Chase Trust
447
Chevy Chase Trust
Maryland
$423K
DWT
448
Dorsey & Whitney Trust
South Dakota
$422K
CIAS
449
Capital Investment Advisory Services
North Carolina
$420K
RSWM
450
Robertson Stephens Wealth Management
California
$417K