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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 %
VVP
526
Venture Visionary Partners
Ohio
$275K +$100 +1 +0%
WF
527
Warner Financial
Maryland
$269K +$498 +5 +0.2%
LBC
528
Lowe Brockenbrough & Co
Virginia
$269K
DT
529
Diversified Trust
Tennessee
$268K +$268K +2,697 New
FFS
530
Founders Financial Securities
Maryland
$264K -$13K -131 -5%
DFG
531
Dynamic Financial Group
Iowa
$263K -$7.76K -78 -3%
TCA
532
Transcend Capital Advisors
New Jersey
$262K +$262K +2,637 New
MC
533
Moors & Cabot
Massachusetts
$260K -$4.88K -49 -2%
SSWM
534
Smith Salley Wealth Management
North Carolina
$260K +$260K +2,614 New
PFG
535
Pinnacle Financial Group
Illinois
$260K +$4.28K +43 +2%
AW
536
Avion Wealth
Texas
$259K -$16.2K -163 -6%
LPP
537
Life Planning Partners
Florida
$258K
MFC
538
Mechanics Financial Corp
Ohio
$256K
KAS
539
KPP Advisory Services
Kentucky
$256K -$25.7K -258 -9%
SWM
540
Sterling Wealth Management
Illinois
$255K +$255K +2,563 New
DIA
541
Dana Investment Advisors
Wisconsin
$255K -$267K -2,679 -51%
AEPWM
542
Atlantic Edge Private Wealth Management
Florida
$253K -$2.59K -26 -1%
IWA
543
Inspirion Wealth Advisors
Illinois
$251K
HCP
544
Hardin Capital Partners
South Carolina
$250K
WQ
545
Wealth Quarterback
New Jersey
$247K -$328K -3,297 -57%
MCM
546
MidAtlantic Capital Management
Virginia
$247K +$4.58K +46 +2%
BFS
547
Bradley Foster & Sargent
Connecticut
$245K
BFO
548
Boston Family Office
Massachusetts
$244K
GTAM
549
Global Trust Asset Management
Florida
$243K -$30.8K -310 -11%
BBPWM
550
Blue Bell Private Wealth Management
Pennsylvania
$243K -$28K -281 -10%