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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

788 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, 237 increasing their positions, 278 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-26
Holders Change %
-3.19%
% of All Funds
10.71%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.24%
New
63
Increased
237
Reduced
278
Closed
72
Calls
$1.52M
Puts
$848K
Net Calls
+$673K
Net Calls Change
-$793K

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$41.1M
2
WIA
2
World Investment Advisors
California
$18.9M
3
LPL Financial
3
LPL Financial
California
$84.3M
4
MMRF
4
Michelson Medical Research Foundation
California
$12.7M
5
Ameriprise
5
Ameriprise
Minnesota
$89.9M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$63.6M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.41M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$225M
4
Bank of America
4
Bank of America
North Carolina
$314M
5
CP
5
Covenant Partners
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$28.3M -$4.27M -43,803 -13%
B
27
Bailard
California
$28.1M -$1.75M -17,910 -6%
PHAM
28
Palisades Hudson Asset Management
Florida
$27.5M -$928K -9,525 -3%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$27.1M +$1.18M +12,136 +5%
Mariner
30
Mariner
Kansas
$24M +$2.32M +23,822 +11%
SFI
31
SPC Financial Inc
Maryland
$23.7M +$291K +2,984 +1%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$21.3M +$5.35M +54,869 +34%
Osaic Holdings
33
Osaic Holdings
Arizona
$21.1M +$1.25M +12,766 +6%
HWA
34
Heartwood Wealth Advisors
Virginia
$20.9M +$279K +2,863 +1%
GIA
35
GHP Investment Advisors
Colorado
$19.9M -$332K -3,402 -2%
Kovitz Investment Group Partners
36
Kovitz Investment Group Partners
Illinois
$19.4M -$5.46K -56 -0%
UCFA
37
United Capital Financial Advisors
Texas
$19.4M -$593K -6,086 -3%
Cerity Partners
38
Cerity Partners
New York
$19M -$785K -8,049 -4%
WIA
39
World Investment Advisors
California
$18.9M +$18.2M +186,753 +2,764%
Goldman Sachs
40
Goldman Sachs
New York
$18.3M +$1.53M +15,669 +9%
MCM
41
MAI Capital Management
Ohio
$17.5M -$77.3K -793 -0.4%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$17.5M +$8.3M +85,095 +90%
PA
43
Probity Advisors
Texas
$16.9M -$123K -1,264 -0.7%
Truist Financial
44
Truist Financial
North Carolina
$16.8M -$1.96M -20,061 -10%
SC
45
Savant Capital
Illinois
$16.3M -$1.8M -18,444 -10%
Creative Planning
46
Creative Planning
Kansas
$15.7M -$132K -1,357 -0.8%
WA
47
Waverly Advisors
Alabama
$15.1M -$552K -5,666 -4%
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$14.5M -$47.1K -483 -0.3%
MGIA
49
Moneta Group Investment Advisors
Missouri
$14.5M +$1.07M +11,001 +8%
EIP
50
Ellis Investment Partners
Pennsylvania
$14.5M -$761K -7,804 -5%
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