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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
$41.1M
2
WIA
World Investment Advisors
California
$18.9M
3
LPL Financial
LPL Financial
California
$84.3M
4
MMRF
Michelson Medical Research Foundation
California
$12.7M
5
Ameriprise
Ameriprise
Minnesota
$89.9M

Top Sellers

1
M&T Bank
M&T Bank
New York
$63.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.41M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$225M
4
Bank of America
Bank of America
North Carolina
$314M
5
CP
Covenant Partners
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFS
551
Founders Financial Securities
Maryland
$255K -$4.78K -52 -2%
QCG
552
Quadrant Capital Group
Ohio
$254K +$26.8K +275 +12%
LPP
553
Life Planning Partners
Florida
$253K – – –
CWS
554
Confluence Wealth Services
Pennsylvania
$252K +$90 +1 +0%
MFC
555
Mechanics Financial Corp
Ohio
$251K – – –
PG
556
Prostatis Group
Maryland
$251K +$68K +698 +37%
PFG
557
Pinnacle Financial Group
Illinois
$250K +$250K +2,568 New
AEPWM
558
Atlantic Edge Private Wealth Management
Florida
$250K – – –
IWA
559
Inspirion Wealth Advisors
Illinois
$246K – – –
AFA
560
American Financial Advisors
Georgia
$244K +$12.4K +127 +5%
TC
561
TownSquare Capital
Utah
$244K +$9.46K +97 +4%
GA
562
Greenspring Advisors
Maryland
$241K -$193K -1,981 -45%
BFS
563
Bradley Foster & Sargent
Connecticut
$240K – – –
HCP
564
Hardin Capital Partners
South Carolina
$239K +$8.97K +92 +4%
BFO
565
Boston Family Office
Massachusetts
$239K -$32.8K -337 -12%
Luther King Capital Management (LKCM)
566
Luther King Capital Management (LKCM)
Texas
$238K -$266K – –
MCM
567
MidAtlantic Capital Management
Virginia
$237K +$97 +1 +0%
WAP
568
Wealthcare Advisory Partners
Pennsylvania
$236K -$6.92K -71 -3%
BAM
569
BLKBRD Asset Management
Connecticut
$234K +$234K +2,402 New
GWP
570
Gen-Wealth Partners
Michigan
$233K +$23.2K +238 +11%
VFG
571
Victory Financial Group
Texas
$233K +$15.7K +161 +7%
FP
572
Financial Perspectives
Minnesota
$230K -$29.1K -298 -11%
SWP
573
Sagespring Wealth Partners
Tennessee
$227K -$130K -1,330 -36%
HWM
574
HB Wealth Management
Georgia
$227K – – –
CFS
575
Cannon Financial Strategists
Georgia
$225K – – –
21 22
23
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