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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
GRP
451
Global Retirement Partners
California
$417K
SAG
452
SageView Advisory Group
California
$416K
DADC
453
D.A. Davidson & Co
Montana
$414K
IFA
454
Index Fund Advisors
California
$413K
FTWA
455
Fifth Third Wealth Advisors
Ohio
$412K
VFIC
456
Valley Forge Investment Consultants
Pennsylvania
$411K
FAI
457
Fiduciary Advisors Inc
Missouri
$411K
DAS
458
Dynamic Advisor Solutions
Arizona
$410K
BL
459
BFSG LLC
California
$405K
MSAM
460
Moloney Securities Asset Management
Missouri
$403K
SFC
461
SYM Financial Corp
Indiana
$395K
VNA
462
Valley National Advisers
Pennsylvania
$394K
GIA
463
Gladstone Institutional Advisory
Florida
$392K
SIC
464
Shoker Investment Counsel
Ohio
$390K
HW
465
Hancock Whitney
Mississippi
$388K
MWA
466
Monograph Wealth Advisors
California
$382K
GLA
467
Great Lakes Advisors
Illinois
$379K
RCAG
468
Rehmann Capital Advisory Group
Michigan
$379K
MSWM
469
McGlone Suttner Wealth Management
Wisconsin
$379K
FGWP
470
Founders Grove Wealth Partners
Virginia
$374K
SAI
471
Savvy Advisors Inc
New York
$369K
MCM
472
Maple Capital Management
Vermont
$368K
VA
473
Valmark Advisers
Ohio
$358K
DWM
474
Dakota Wealth Management
Florida
$358K
SCM
475
Sage Capital Management
New Jersey
$357K