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

765 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 52 funds opening new positions, 225 increasing their positions, 307 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
765
Holders Change
-24
Holders Change %
-3.04%
% of All Funds
10.26%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.19%
New
52
Increased
225
Reduced
307
Closed
63
Calls
$2.9M
Puts
$3.81M
Net Calls
-$915K
Net Calls Change
-$1.59M

Top Buyers

1
AAP
Arax Advisory Partners
Colorado
+$22.5M
2
MWM
Modera Wealth Management
New Jersey
+$13.8M
3
Morgan Stanley
Morgan Stanley
New York
+$10.6M
4
RIM
Redwood Investment Management
Arizona
+$10.2M
5
Brown Advisory
Brown Advisory
Maryland
+$9.42M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$116M
2
RFC
Regions Financial Corp
Alabama
-$97.3M
3
Ameriprise
Ameriprise
Minnesota
-$24.8M
4
WIA
World Investment Advisors
California
-$18.5M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
501
Betterment LLC
New York
$315K -$207K -2,081 -40%
GC
502
Grimes & Company
Massachusetts
$312K -$11K -111 -3%
SPL
503
Smart Portfolios LLC
Washington
$310K -$24.3K -244 -7%
S
504
SimplyRich
California
$308K – – –
SGI
505
Summit Global Investments
Utah
$307K – – –
NP
506
NorthRock Partners
Minnesota
$307K +$2.49K +25 +0.8%
CIA
507
Compass Ion Advisors
Pennsylvania
$307K -$12.9K -130 -4%
KWS
508
Keystone Wealth Services
California
$304K -$52.7K -530 -15%
TA
509
TrueWealth Advisors
Alabama
$304K -$12.1K -122 -4%
ACM
510
Advisors Capital Management
New Jersey
$302K +$302K +3,032 New
HR
511
Howe & Rusling
New York
$302K – – –
AF
512
Advisornet Financial
Minnesota
$301K -$3.38K -34 -1%
WH
513
Willner & Heller
California
$296K +$7.26K +73 +3%
RWP
514
RWA Wealth Partners
Massachusetts
$293K – – –
KWA
515
Kingswood Wealth Advisors
California
$290K -$7.96K -80 -3%
EW
516
Element Wealth
Mississippi
$288K +$1.09K +11 +0.4%
SIM
517
Sims Investment Management
Ohio
$287K -$5.32M -53,443 -95%
AWM
518
Aegis Wealth Management
Maryland
$285K – – –
CIA
519
Capital Investment Advisors
Georgia
$285K +$14K +141 +5%
B
520
Bensler
Washington
$285K – – –
BNP Paribas Financial Markets
521
BNP Paribas Financial Markets
France
$283K -$19.1K -192 -6%
CWP
522
Curated Wealth Partners
California
$280K – – –
CWS
523
Confluence Wealth Services
Pennsylvania
$280K +$199 +2 +0.1%
FSA
524
Fort Sheridan Advisors
Illinois
$277K – – –
DC
525
Davenport & Co
Virginia
$275K -$1.19K -12 -0.4%
19 20
21
22 23