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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 %
BBPWM
551
Blue Bell Private Wealth Management
Pennsylvania
$243K -$28K -281 -10%
GWP
552
Gen-Wealth Partners
Michigan
$242K +$3.98K +40 +2%
AFA
553
American Financial Advisors
Georgia
$241K -$8.46K -85 -3%
CL
554
CIM LLC
New York
$239K -$77.9K -783 -25%
FP
555
Financial Perspectives
Minnesota
$235K +$398 +4 +0.2%
PIA
556
Panoramic Investment Advisors
Colorado
$233K -$312K -3,135 -57%
QCG
557
Quadrant Capital Group
Ohio
$232K -$27.4K -275 -11%
MBFW
558
Morton Brown Family Wealth
Pennsylvania
$229K – – –
AUB
559
Atlantic Union Bankshares
Virginia
$229K +$229K +2,300 New
MIM
560
Marco Investment Management
Georgia
$228K – – –
PSCM
561
Per Stirling Capital Management
Texas
$226K -$1.69M -17,017 -88%
PJWM
562
Philip James Wealth Mangement
Georgia
$225K +$14.9K +150 +7%
HIMC
563
Heritage Investors Management Corp
Maryland
$224K – – –
KFP
564
Keener Financial Planning
Texas
$224K +$3.18K +32 +1%
FM
565
Foster & Motley
Ohio
$223K -$199 -2 -0.1%
CM
566
Columbus Macro
Pennsylvania
$223K +$223K +2,238 New
CFG
567
Cosner Financial Group
Colorado
$219K -$2.19K -22 -1%
PAM
568
Peak Asset Management
Colorado
$219K – – –
TW
569
Towerpoint Wealth
California
$218K +$218K +2,196 New
SFPG
570
Stonebridge Financial Planning Group
Florida
$218K -$79.1K -795 -27%
PWM
571
Perigon Wealth Management
California
$218K +$5.37K +54 +3%
IIC
572
Integrated Investment Consultants
Michigan
$217K -$2.99K -30 -1%
FWMP
573
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$215K – – –
WC
574
Weil Company
California
$214K +$99 +1 +0%
CWA
575
CogentBlue Wealth Advisors
Tennessee
$214K -$8.06K -81 -4%
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