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

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
10.26%
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

Top Buyers

1
AAP
1
Arax Advisory Partners
Colorado
$22.5M
2
MWM
2
Modera Wealth Management
New Jersey
$84.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$355M
4
RIM
4
Redwood Investment Management
Arizona
$10.2M
5
Brown Advisory
5
Brown Advisory
Maryland
$10.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$115M
2
RFC
2
Regions Financial Corp
Alabama
$49.2M
3
Ameriprise
3
Ameriprise
Minnesota
$66.9M
4
WIA
4
World Investment Advisors
California
$751K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$28.4M -$15.4M -148,317 -35%
B
27
Bailard
California
$27.5M -$1.15M -11,527 -4%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$26.3M -$2.6M -26,138 -9%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$26.1M -$4.27M -42,925 -14%
SFI
30
SPC Financial Inc
Maryland
$24.7M +$526K +5,282 +2%
AAP
31
Arax Advisory Partners
Colorado
$22.5M +$22.5M +225,841 +342,183%
Mariner
32
Mariner
Kansas
$22.5M -$2M -20,117 -8%
Goldman Sachs
33
Goldman Sachs
New York
$22M +$3.29M +33,024 +18%
HWA
34
Heartwood Wealth Advisors
Virginia
$21.5M +$253K +2,541 +1%
Osaic Holdings
35
Osaic Holdings
Arizona
$21M -$2.44M -22,557 -10%
GIA
36
GHP Investment Advisors
Colorado
$19.8M -$439K -4,408 -2%
UCFA
37
United Capital Financial Advisors
Texas
$19.8M +$13.3K +134 +0.1%
Cerity Partners
38
Cerity Partners
New York
$19.3M -$24.3K -244 -0.1%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$18.9M -$2.83M -28,476 -13%
MCM
40
MAI Capital Management
Ohio
$18M +$162K +1,626 +0.9%
PA
41
Probity Advisors
Texas
$17.2M -$78.8K -792 -0.5%
MGIA
42
Moneta Group Investment Advisors
Missouri
$15.8M +$1.04M +10,437 +7%
Truist Financial
43
Truist Financial
North Carolina
$15.8M -$1.34M -13,510 -8%
Creative Planning
44
Creative Planning
Kansas
$15.1M -$929K -9,339 -6%
AAS
45
Avantax Advisory Services
Texas
$14.8M +$5.1M +51,300 +53%
EIP
46
Ellis Investment Partners
Pennsylvania
$14.7M -$106K -1,064 -0.7%
KeyBank National Association
47
KeyBank National Association
Ohio
$14.6M +$1.57M +15,806 +12%
SC
48
Savant Capital
Illinois
$14.4M -$2.18M -21,903 -13%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$14.1M -$769K -7,731 -5%
WA
50
Waverly Advisors
Alabama
$13.9M -$1.46M -14,638 -9%
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