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

788 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, 237 increasing their positions, 278 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-26
Holders Change %
-3.19%
% of All Funds
10.71%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.24%
New
63
Increased
237
Reduced
278
Closed
72
Calls
$1.52M
Puts
$848K
Net Calls
+$673K
Net Calls Change
-$793K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$35.9M
2
WIA
World Investment Advisors
California
+$18.2M
3
LPL Financial
LPL Financial
California
+$13M
4
MMRF
Michelson Medical Research Foundation
California
+$12.7M
5
Ameriprise
Ameriprise
Minnesota
+$11.8M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$55M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$34.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$28.1M
4
Bank of America
Bank of America
North Carolina
-$27.1M
5
CP
Covenant Partners
Tennessee
-$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFPG
526
Stonebridge Financial Planning Group
Florida
$291K -$44.1K -452 -13%
RWP
527
RWA Wealth Partners
Massachusetts
$287K -$195K -1,999 -40%
AWM
528
Aegis Wealth Management
Maryland
$285K – – –
FT
529
Fiduciary Trust
Massachusetts
$284K +$70.3K +721 +33%
WH
530
Willner & Heller
California
$283K -$42.2K -433 -13%
GWM
531
Geneos Wealth Management
Colorado
$282K +$213K +1,972 +309%
EW
532
Element Wealth
Mississippi
$281K -$17.5K -180 -6%
MAM
533
MMA Asset Management
Pennsylvania
$280K -$2.93K -30 -1%
B
534
Bensler
Washington
$279K – – –
KAS
535
KPP Advisory Services
Kentucky
$276K +$276K +2,831 New
CWP
536
Curated Wealth Partners
California
$275K -$47K -482 -15%
FSA
537
Fort Sheridan Advisors
Illinois
$272K – – –
DC
538
Davenport & Co
Virginia
$271K -$16.4K -168 -6%
VVP
539
Venture Visionary Partners
Ohio
$269K – – –
KOC
540
Koss-Olinger Consulting
Florida
$269K +$269K +2,756 New
HF
541
HRT Financial
New York
$269K +$269K +2,769 New
GTAM
542
Global Trust Asset Management
Florida
$268K -$21.4K -220 -7%
DFG
543
Dynamic Financial Group
Iowa
$266K – – –
CIA
544
Capital Investment Advisors
Georgia
$265K -$36.6K -375 -12%
BBPWM
545
Blue Bell Private Wealth Management
Pennsylvania
$265K – – –
LBC
546
Lowe Brockenbrough & Co
Virginia
$263K – – –
WF
547
Warner Financial
Maryland
$263K +$293 +3 +0.1%
MCM
548
MV Capital Management
Maryland
$260K -$15.1K -155 -5%
MC
549
Moors & Cabot
Massachusetts
$260K -$33.3K -342 -11%
GSWM
550
Greenup Street Wealth Management
Michigan
$259K +$65.8K +675 +34%
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