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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 %
SSB
576
Sandy Spring Bank
Maryland
$225K +$487 +5 +0.2%
MBFW
577
Morton Brown Family Wealth
Pennsylvania
$225K – – –
MIM
578
Marco Investment Management
Georgia
$223K – – –
TH
579
Team Hewins
California
$222K – – –
HIMC
580
Heritage Investors Management Corp
Maryland
$219K – – –
FM
581
Foster & Motley
Ohio
$218K – – –
CWA
582
CogentBlue Wealth Advisors
Tennessee
$217K -$1.17K -12 -0.5%
CFG
583
Cosner Financial Group
Colorado
$217K -$1.95K -20 -0.9%
KFP
584
Keener Financial Planning
Texas
$216K – – –
IIC
585
Integrated Investment Consultants
Michigan
$215K +$16.4K +168 +8%
FFA
586
Fortune Financial Advisors
Kansas
$215K +$215K +2,202 New
PAM
587
Peak Asset Management
Colorado
$214K – – –
FDCDDQ
588
Federation des caisses Desjardins du Quebec
Quebec, Canada
$213K – – –
AWP
589
Axis Wealth Partners
Rhode Island
$212K +$212K +2,180 New
FWMP
590
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$211K – – –
EW
591
Evoke Wealth
California
$211K – – –
OMC
592
Old Mission Capital
Illinois
$210K +$210K +2,155 New
WC
593
Weil Company
California
$210K -$17.5K -179 -8%
PWM
594
Perigon Wealth Management
California
$208K -$97 -1 -0%
GPA
595
Guidance Point Advisors
Massachusetts
$208K +$682 +7 +0.3%
CFS
596
CGC Financial Services
Oregon
$207K -$14.3K -147 -6%
AFG
597
Allegheny Financial Group
Pennsylvania
$207K +$207K +2,122 New
CCM
598
Coldstream Capital Management
Washington
$206K +$206K +2,116 New
PJWM
599
Philip James Wealth Mangement
Georgia
$206K -$13.8K -142 -6%
PAS
600
Park Avenue Securities
New York
$205K +$205K +2,098 New
22 23
24
25 26