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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
NCM
501
Next Capital Management
New York
$321K
SC
502
SouthState Corp
Florida
$318K
Betterment LLC
503
Betterment LLC
New York
$315K
GC
504
Grimes & Company
Massachusetts
$312K
SPL
505
Smart Portfolios LLC
Washington
$310K
S
506
SimplyRich
California
$308K
SGI
507
Summit Global Investments
Utah
$307K
NP
508
NorthRock Partners
Minnesota
$307K
CIA
509
Compass Ion Advisors
Pennsylvania
$307K
KWS
510
Keystone Wealth Services
California
$304K
TA
511
TrueWealth Advisors
Alabama
$304K
ACM
512
Advisors Capital Management
New Jersey
$302K
HR
513
Howe & Rusling
New York
$302K
AF
514
Advisornet Financial
Minnesota
$301K
WH
515
Willner & Heller
California
$296K
RWP
516
RWA Wealth Partners
Massachusetts
$293K
KWA
517
Kingswood Wealth Advisors
California
$290K
EW
518
Element Wealth
Mississippi
$288K
SIM
519
Sims Investment Management
Ohio
$287K
AWM
520
Aegis Wealth Management
Maryland
$285K
CIA
521
Capital Investment Advisors
Georgia
$285K
B
522
Bensler
Washington
$285K
BNP Paribas Financial Markets
523
BNP Paribas Financial Markets
France
$283K
CWP
524
Curated Wealth Partners
California
$280K
CWS
525
Confluence Wealth Services
Pennsylvania
$280K