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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
GTAM
551
Global Trust Asset Management
Florida
$243K
BBPWM
552
Blue Bell Private Wealth Management
Pennsylvania
$243K
GWP
553
Gen-Wealth Partners
Michigan
$242K
AFA
554
American Financial Advisors
Georgia
$241K
CL
555
CIM LLC
New York
$239K
FP
556
Financial Perspectives
Minnesota
$235K
PIA
557
Panoramic Investment Advisors
Colorado
$233K
QCG
558
Quadrant Capital Group
Ohio
$232K
MBFW
559
Morton Brown Family Wealth
Pennsylvania
$229K
AUB
560
Atlantic Union Bankshares
Virginia
$229K
MIM
561
Marco Investment Management
Georgia
$228K
PSCM
562
Per Stirling Capital Management
Texas
$226K
PJWM
563
Philip James Wealth Mangement
Georgia
$225K
HIMC
564
Heritage Investors Management Corp
Maryland
$224K
KFP
565
Keener Financial Planning
Texas
$224K
MPIA
566
Milestones Private Investment Advisors
New York
$224K
FM
567
Foster & Motley
Ohio
$223K
CM
568
Columbus Macro
Pennsylvania
$223K
CFG
569
Cosner Financial Group
Colorado
$219K
PAM
570
Peak Asset Management
Colorado
$219K
TW
571
Towerpoint Wealth
California
$218K
SFPG
572
Stonebridge Financial Planning Group
Florida
$218K
PWM
573
Perigon Wealth Management
California
$218K
IIC
574
Integrated Investment Consultants
Michigan
$217K
FWMP
575
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$215K