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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
FSA
526
Fort Sheridan Advisors
Illinois
$277K
DC
527
Davenport & Co
Virginia
$275K
GSWM
528
Greenup Street Wealth Management
Michigan
$275K
VVP
529
Venture Visionary Partners
Ohio
$275K
WF
530
Warner Financial
Maryland
$269K
LBC
531
Lowe Brockenbrough & Co
Virginia
$269K
DT
532
Diversified Trust
Tennessee
$268K
FFS
533
Founders Financial Securities
Maryland
$264K
DFG
534
Dynamic Financial Group
Iowa
$263K
TCA
535
Transcend Capital Advisors
New Jersey
$262K
MC
536
Moors & Cabot
Massachusetts
$260K
SSWM
537
Smith Salley Wealth Management
North Carolina
$260K
PFG
538
Pinnacle Financial Group
Illinois
$260K
AW
539
Avion Wealth
Texas
$259K
LPP
540
Life Planning Partners
Florida
$258K
MFC
541
Mechanics Financial Corp
Ohio
$256K
KAS
542
KPP Advisory Services
Kentucky
$256K
SWM
543
Sterling Wealth Management
Illinois
$255K
DIA
544
Dana Investment Advisors
Wisconsin
$255K
AEPWM
545
Atlantic Edge Private Wealth Management
Florida
$253K
IWA
546
Inspirion Wealth Advisors
Illinois
$251K
HCP
547
Hardin Capital Partners
South Carolina
$250K
WQ
548
Wealth Quarterback
New Jersey
$247K
MCM
549
MidAtlantic Capital Management
Virginia
$247K
BFS
550
Bradley Foster & Sargent
Connecticut
$245K