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

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

Top Buyers

1
AAP
1
Arax Advisory Partners
Colorado
$22.5M
2
MWM
2
Modera Wealth Management
New Jersey
$84.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$355M
4
RIM
4
Redwood Investment Management
Arizona
$10.2M
5
Brown Advisory
5
Brown Advisory
Maryland
$10.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$115M
2
RFC
2
Regions Financial Corp
Alabama
$49.2M
3
Ameriprise
3
Ameriprise
Minnesota
$66.9M
4
WIA
4
World Investment Advisors
California
$751K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWP
551
Gen-Wealth Partners
Michigan
$242K +$3.98K +40 +2%
AFA
552
American Financial Advisors
Georgia
$241K -$8.46K -85 -3%
CL
553
CIM LLC
New York
$239K -$77.9K -783 -25%
FP
554
Financial Perspectives
Minnesota
$235K +$398 +4 +0.2%
PIA
555
Panoramic Investment Advisors
Colorado
$233K -$312K -3,135 -57%
QCG
556
Quadrant Capital Group
Ohio
$232K -$27.4K -275 -11%
MBFW
557
Morton Brown Family Wealth
Pennsylvania
$229K – – –
AUB
558
Atlantic Union Bankshares
Virginia
$229K +$229K +2,300 New
MIM
559
Marco Investment Management
Georgia
$228K – – –
PSCM
560
Per Stirling Capital Management
Texas
$226K -$1.69M -17,017 -88%
PJWM
561
Philip James Wealth Mangement
Georgia
$225K +$14.9K +150 +7%
HIMC
562
Heritage Investors Management Corp
Maryland
$224K – – –
KFP
563
Keener Financial Planning
Texas
$224K +$3.18K +32 +1%
FM
564
Foster & Motley
Ohio
$223K -$199 -2 -0.1%
CM
565
Columbus Macro
Pennsylvania
$223K +$223K +2,238 New
CFG
566
Cosner Financial Group
Colorado
$219K -$2.19K -22 -1%
PAM
567
Peak Asset Management
Colorado
$219K – – –
TW
568
Towerpoint Wealth
California
$218K +$218K +2,196 New
SFPG
569
Stonebridge Financial Planning Group
Florida
$218K -$79.1K -795 -27%
PWM
570
Perigon Wealth Management
California
$218K +$5.37K +54 +3%
IIC
571
Integrated Investment Consultants
Michigan
$217K -$2.99K -30 -1%
FWMP
572
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$215K – – –
WC
573
Weil Company
California
$214K +$99 +1 +0%
CWA
574
CogentBlue Wealth Advisors
Tennessee
$214K -$8.06K -81 -4%
BFC
575
Bedel Financial Consulting
Indiana
$211K +$211K +2,122 New
21 22
23
24 25