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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 %
MSAM
451
Moloney Securities Asset Management
Missouri
$435K +$37.1K +381 +9%
PPH
452
Pure Portfolios Holdings
Oregon
$435K +$2.93K +30 +0.7%
JFG
453
JMG Financial Group
Illinois
$433K -$166K -1,698 -28%
IA
454
IFG Advisors
Missouri
$430K -$21.5K -221 -5%
SCM
455
SOL Capital Management
Maryland
$426K
TRIA
456
Trail Ridge Investment Advisors
Colorado
$425K -$1.27K -13 -0.3%
NFP
457
NorthLanding Financial Partners
New York
$425K -$12.5K -128 -3%
FFBTD
458
First Financial Bank - Trust Division
Ohio
$423K -$637K -6,537 -60%
KFP
459
KMG Fiduciary Partners
Ohio
$421K +$97 +1 +0%
UFA
460
Uptown Financial Advisors
Texas
$418K
VCP
461
Vista Capital Partners
Oregon
$418K
TFO
462
Tarbox Family Office
California
$417K +$417K +4,281 New
RSWM
463
Robertson Stephens Wealth Management
California
$417K -$47.6K -488 -10%
Chevy Chase Trust
464
Chevy Chase Trust
Maryland
$414K -$104K -1,069 -20%
DWT
465
Dorsey & Whitney Trust
South Dakota
$414K
DAS
466
Dynamic Advisor Solutions
Arizona
$412K -$20.7K -212 -5%
SHGA
467
Sand Hill Global Advisors
California
$408K -$145K -1,488 -26%
Bessemer Group
468
Bessemer Group
New Jersey
$407K +$122K +1,255 +43%
LWM
469
LJI Wealth Management
Indiana
$405K -$4.48K -46 -1%
AWA
470
Arkadios Wealth Advisors
Georgia
$405K -$29.8K -306 -7%
IFA
471
Index Fund Advisors
California
$404K +$1.27K +13 +0.3%
LA
472
Lane & Associates
New Jersey
$400K +$1.27K +13 +0.3%
MCM
473
Maple Capital Management
Vermont
$389K
FAI
474
Fiduciary Advisors Inc
Missouri
$389K +$2.93K +30 +0.8%
SFC
475
SYM Financial Corp
Indiana
$387K