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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 %
GSWM
526
Greenup Street Wealth Management
Michigan
$275K +$10.1K +102 +4%
VVP
527
Venture Visionary Partners
Ohio
$275K +$100 +1 +0%
WF
528
Warner Financial
Maryland
$269K +$498 +5 +0.2%
LBC
529
Lowe Brockenbrough & Co
Virginia
$269K – – –
DT
530
Diversified Trust
Tennessee
$268K +$268K +2,697 New
FFS
531
Founders Financial Securities
Maryland
$264K -$13K -131 -5%
DFG
532
Dynamic Financial Group
Iowa
$263K -$7.76K -78 -3%
TCA
533
Transcend Capital Advisors
New Jersey
$262K +$262K +2,637 New
MC
534
Moors & Cabot
Massachusetts
$260K -$4.88K -49 -2%
SSWM
535
Smith Salley Wealth Management
North Carolina
$260K +$260K +2,614 New
PFG
536
Pinnacle Financial Group
Illinois
$260K +$4.28K +43 +2%
AW
537
Avion Wealth
Texas
$259K -$16.2K -163 -6%
LPP
538
Life Planning Partners
Florida
$258K – – –
MFC
539
Mechanics Financial Corp
Ohio
$256K – – –
KAS
540
KPP Advisory Services
Kentucky
$256K -$25.7K -258 -9%
SWM
541
Sterling Wealth Management
Illinois
$255K +$255K +2,563 New
DIA
542
Dana Investment Advisors
Wisconsin
$255K -$267K -2,679 -51%
AEPWM
543
Atlantic Edge Private Wealth Management
Florida
$253K -$2.59K -26 -1%
IWA
544
Inspirion Wealth Advisors
Illinois
$251K – – –
HCP
545
Hardin Capital Partners
South Carolina
$250K – – –
WQ
546
Wealth Quarterback
New Jersey
$247K -$328K -3,297 -57%
MCM
547
MidAtlantic Capital Management
Virginia
$247K +$4.58K +46 +2%
BFS
548
Bradley Foster & Sargent
Connecticut
$245K – – –
BFO
549
Boston Family Office
Massachusetts
$244K – – –
GTAM
550
Global Trust Asset Management
Florida
$243K -$30.8K -310 -11%
20 21
22
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