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iShares S&P Small-Cap 600 Value ETF

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
10.25%
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
Name Holding Trade Value Shares
Change
Shares
Change %
GC
501
Grimes & Company
Massachusetts
$312K -$11K -111 -3%
SPL
502
Smart Portfolios LLC
Washington
$310K -$24.3K -244 -7%
S
503
SimplyRich
California
$308K
SGI
504
Summit Global Investments
Utah
$307K
NP
505
NorthRock Partners
Minnesota
$307K +$2.49K +25 +0.8%
CIA
506
Compass Ion Advisors
Pennsylvania
$307K -$12.9K -130 -4%
KWS
507
Keystone Wealth Services
California
$304K -$52.7K -530 -15%
TA
508
TrueWealth Advisors
Alabama
$304K -$12.1K -122 -4%
ACM
509
Advisors Capital Management
New Jersey
$302K +$302K +3,032 New
HR
510
Howe & Rusling
New York
$302K
AF
511
Advisornet Financial
Minnesota
$301K -$3.38K -34 -1%
WH
512
Willner & Heller
California
$296K +$7.26K +73 +3%
RWP
513
RWA Wealth Partners
Massachusetts
$293K
KWA
514
Kingswood Wealth Advisors
California
$290K -$7.96K -80 -3%
EW
515
Element Wealth
Mississippi
$288K +$1.09K +11 +0.4%
SIM
516
Sims Investment Management
Ohio
$287K -$5.32M -53,443 -95%
AWM
517
Aegis Wealth Management
Maryland
$285K
CIA
518
Capital Investment Advisors
Georgia
$285K +$14K +141 +5%
B
519
Bensler
Washington
$285K
BNP Paribas Financial Markets
520
BNP Paribas Financial Markets
France
$283K -$19.1K -192 -6%
CWP
521
Curated Wealth Partners
California
$280K
CWS
522
Confluence Wealth Services
Pennsylvania
$280K +$199 +2 +0.1%
FSA
523
Fort Sheridan Advisors
Illinois
$277K
DC
524
Davenport & Co
Virginia
$275K -$1.19K -12 -0.4%
GSWM
525
Greenup Street Wealth Management
Michigan
$275K +$10.1K +102 +4%