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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 %
VNA
476
Valley National Advisers
Pennsylvania
$386K
TFS
477
Thoroughbred Financial Services
Tennessee
$385K +$24.1K +248 +7%
GLA
478
Great Lakes Advisors
Illinois
$384K -$4.76M -48,813 -93%
WS
479
Wedbush Securities
California
$381K +$18.7K +192 +5%
GS
480
GWN Securities
Florida
$376K +$93.3K +957 +33%
MWA
481
Monograph Wealth Advisors
California
$375K
MSWM
482
McGlone Suttner Wealth Management
Wisconsin
$371K
RCAG
483
Rehmann Capital Advisory Group
Michigan
$370K -$21.4K -219 -5%
FTWA
484
Fifth Third Wealth Advisors
Ohio
$366K +$366K +3,758 New
SAI
485
Savvy Advisors Inc
New York
$362K +$7.7K +79 +2%
SC
486
SouthState Corp
Florida
$359K +$65K +667 +22%
CPSAC
487
Chas P. Smith & Associates (CPS)
Florida
$357K -$20K -205 -5%
JF
488
JSF Financial
California
$356K -$6.24K -64 -2%
DWM
489
Dakota Wealth Management
Florida
$354K +$6.34K +65 +2%
PSF
490
Pacific Sun Financial
California
$354K -$3.9K -40 -1%
SYBT
491
Stock Yards Bank & Trust
Kentucky
$352K -$12.3K -126 -3%
VA
492
Valmark Advisers
Ohio
$351K -$7.7K -79 -2%
KWS
493
Keystone Wealth Services
California
$350K +$97 +1 +0%
ML
494
Mayport LLC
Massachusetts
$348K +$97 +1 +0%
SCM
495
Sage Capital Management
New Jersey
$348K +$975 +10 +0.3%
MCCA
496
Mill Creek Capital Advisors
Pennsylvania
$344K
IWM
497
Inlight Wealth Management
Georgia
$344K
JWCA
498
J.W. Cole Advisors
Florida
$342K -$135K -1,383 -28%
WT
499
Whittier Trust
California
$339K
CIAS
500
Capital Investment Advisory Services
North Carolina
$339K -$162K -1,657 -32%