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iShares S&P Small-Cap 600 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
IFA
451
Index Fund Advisors
California
$413K +$1.59K +16 +0.4%
FTWA
452
Fifth Third Wealth Advisors
Ohio
$412K +$37.9K +381 +10%
VFIC
453
Valley Forge Investment Consultants
Pennsylvania
$411K -$158K -1,590 -28%
FAI
454
Fiduciary Advisors Inc
Missouri
$411K +$14K +141 +4%
DAS
455
Dynamic Advisor Solutions
Arizona
$410K -$10.1K -102 -2%
BL
456
BFSG LLC
California
$405K -$50.7K -510 -11%
MSAM
457
Moloney Securities Asset Management
Missouri
$403K -$40.8K -410 -9%
SFC
458
SYM Financial Corp
Indiana
$395K
VNA
459
Valley National Advisers
Pennsylvania
$394K
GIA
460
Gladstone Institutional Advisory
Florida
$392K -$118K -1,190 -23%
SIC
461
Shoker Investment Counsel
Ohio
$390K -$62.4K -627 -14%
HW
462
Hancock Whitney
Mississippi
$388K -$216K -2,168 -36%
MWA
463
Monograph Wealth Advisors
California
$382K
GLA
464
Great Lakes Advisors
Illinois
$379K -$13.3K -134 -3%
RCAG
465
Rehmann Capital Advisory Group
Michigan
$379K +$995 +10 +0.3%
MSWM
466
McGlone Suttner Wealth Management
Wisconsin
$379K
FGWP
467
Founders Grove Wealth Partners
Virginia
$374K -$70.7K -711 -16%
SAI
468
Savvy Advisors Inc
New York
$369K -$497 -5 -0.1%
MCM
469
Maple Capital Management
Vermont
$368K -$29.8K -300 -8%
VA
470
Valmark Advisers
Ohio
$358K
DWM
471
Dakota Wealth Management
Florida
$358K -$3.68K -37 -1%
SCM
472
Sage Capital Management
New Jersey
$357K +$1.1K +11 +0.3%
ML
473
Mayport LLC
Massachusetts
$356K +$199 +2 +0.1%
CCMG
474
Clark Capital Management Group
Pennsylvania
$355K +$11.2K +113 +3%
AWS
475
Atria Wealth Solutions
New York
$355K -$6.14M -61,725 -95%