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iShares S&P Small-Cap 600 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
GPA
576
Guidance Point Advisors
Massachusetts
$210K -$1.89K -19 -0.9%
FMII
577
Farmers & Merchants Investments Inc
Nebraska
$209K
SWM
578
Silverlake Wealth Management
Vermont
$209K +$209K +2,099 New
FFA
579
Fortune Financial Advisors
Kansas
$209K -$10.3K -104 -5%
HWM
580
HB Wealth Management
Georgia
$207K -$24.3K -244 -10%
CFS
581
CGC Financial Services
Oregon
$206K -$5.47K -55 -3%
Luther King Capital Management (LKCM)
582
Luther King Capital Management (LKCM)
Texas
$205K -$238K
PPA
583
Painted Porch Advisors
California
$204K +$99 +1 +0%
FFM
584
Forum Financial Management
Illinois
$204K +$204K +2,050 New
TWC
585
TD Waterhouse Canada
Ontario, Canada
$204K
FWI
586
Facet Wealth Inc
Maryland
$203K +$203K +2,013 New
GFA
587
Gallagher Fiduciary Advisors
Illinois
$202K +$202K +2,030 New
AssetMark Inc
588
AssetMark Inc
California
$187K +$11.3K +114 +6%
JGIA
589
Jackson Grant Investment Advisers
Connecticut
$186K +$796 +8 +0.4%
PMFA
590
Plante Moran Financial Advisors
Michigan
$185K
OP
591
ORG Partners
Indiana
$184K +$10.8K +106 +6%
MCM
592
MV Capital Management
Maryland
$179K -$86.8K -872 -33%
NB
593
NBT Bank
New York
$177K -$1.49K -15 -0.8%
HIA
594
Harbor Investment Advisory
Maryland
$177K -$14.9K -150 -8%
GC
595
Garde Capital
Washington
$171K
HWA
596
HHM Wealth Advisors
Tennessee
$165K
GWM
597
Geneos Wealth Management
Colorado
$155K -$104K -1,050 -40%
HWM
598
HighMark Wealth Management
Minnesota
$154K +$114K +1,145 +283%
MPCG
599
Matrix Private Capital Group
New York
$154K +$154K +1,547 New
AIA
600
Arcadia Investment Advisors
Idaho
$153K