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iShares S&P Small-Cap 600 Value ETF

769 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, 226 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 funds holding in top 10

Funds holding in top 10: 1914 (-5)

26% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 307

Holders
769
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
KFI
426
Key Financial Inc
Pennsylvania
$470K
AWP
427
Axis Wealth Partners
Rhode Island
$469K
SAM
428
Silvercrest Asset Management
New York
$469K
JFG
429
JMG Financial Group
Illinois
$468K
BI
430
Beckerman Institutional
New Jersey
$467K
QWP
431
Quotient Wealth Partners
Texas
$463K
JF
432
JSF Financial
California
$461K
LWM
433
LJI Wealth Management
Indiana
$454K
CCM
434
Cambridge Capital Management
Illinois
$451K
BCG
435
Breakwater Capital Group
New Jersey
$448K
DWP
436
Daymark Wealth Partners
Ohio
$445K
MWM
437
Modern Wealth Management
Kansas
$444K
TRIA
438
Trail Ridge Investment Advisors
Colorado
$442K
IA
439
IFG Advisors
Missouri
$437K
NFP
440
NorthLanding Financial Partners
New York
$435K
FFBTD
441
First Financial Bank - Trust Division
Ohio
$431K
KFP
442
KMG Fiduciary Partners
Ohio
$430K
UFA
443
Uptown Financial Advisors
Texas
$427K
VCP
444
Vista Capital Partners
Oregon
$426K
SCM
445
SOL Capital Management
Maryland
$423K
Chevy Chase Trust
446
Chevy Chase Trust
Maryland
$423K
DWT
447
Dorsey & Whitney Trust
South Dakota
$422K
CIAS
448
Capital Investment Advisory Services
North Carolina
$420K
RSWM
449
Robertson Stephens Wealth Management
California
$417K
GRP
450
Global Retirement Partners
California
$417K