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iShares S&P Small-Cap 600 Value ETF

769 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, 226 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 funds holding in top 10

Funds holding in top 10: 1914 (-5)

26% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 307

Holders
769
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
DC
526
Davenport & Co
Virginia
$275K
GSWM
527
Greenup Street Wealth Management
Michigan
$275K
VVP
528
Venture Visionary Partners
Ohio
$275K
WF
529
Warner Financial
Maryland
$269K
LBC
530
Lowe Brockenbrough & Co
Virginia
$269K
DT
531
Diversified Trust
Tennessee
$268K
FFS
532
Founders Financial Securities
Maryland
$264K
DFG
533
Dynamic Financial Group
Iowa
$263K
TCA
534
Transcend Capital Advisors
New Jersey
$262K
MC
535
Moors & Cabot
Massachusetts
$260K
SSWM
536
Smith Salley Wealth Management
North Carolina
$260K
PFG
537
Pinnacle Financial Group
Illinois
$260K
AW
538
Avion Wealth
Texas
$259K
LPP
539
Life Planning Partners
Florida
$258K
MFC
540
Mechanics Financial Corp
Ohio
$256K
KAS
541
KPP Advisory Services
Kentucky
$256K
SWM
542
Sterling Wealth Management
Illinois
$255K
DIA
543
Dana Investment Advisors
Wisconsin
$255K
AEPWM
544
Atlantic Edge Private Wealth Management
Florida
$253K
IWA
545
Inspirion Wealth Advisors
Illinois
$251K
HCP
546
Hardin Capital Partners
South Carolina
$250K
WQ
547
Wealth Quarterback
New Jersey
$247K
MCM
548
MidAtlantic Capital Management
Virginia
$247K
BFS
549
Bradley Foster & Sargent
Connecticut
$245K
BFO
550
Boston Family Office
Massachusetts
$244K