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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 %
BFC
576
Bedel Financial Consulting
Indiana
$211K +$211K +2,122 New
GPA
577
Guidance Point Advisors
Massachusetts
$210K -$1.89K -19 -0.9%
FMII
578
Farmers & Merchants Investments Inc
Nebraska
$209K – – –
SWM
579
Silverlake Wealth Management
Vermont
$209K +$209K +2,099 New
FFA
580
Fortune Financial Advisors
Kansas
$209K -$10.3K -104 -5%
HWM
581
HB Wealth Management
Georgia
$207K -$24.3K -244 -10%
CFS
582
CGC Financial Services
Oregon
$206K -$5.47K -55 -3%
Luther King Capital Management (LKCM)
583
Luther King Capital Management (LKCM)
Texas
$205K -$238K – –
PPA
584
Painted Porch Advisors
California
$204K +$99 +1 +0%
FFM
585
Forum Financial Management
Illinois
$204K +$204K +2,050 New
TWC
586
TD Waterhouse Canada
Ontario, Canada
$204K – – –
FWI
587
Facet Wealth Inc
Maryland
$203K +$203K +2,013 New
GFA
588
Gallagher Fiduciary Advisors
Illinois
$202K +$202K +2,030 New
AssetMark Inc
589
AssetMark Inc
California
$187K +$11.3K +114 +6%
JGIA
590
Jackson Grant Investment Advisers
Connecticut
$186K +$796 +8 +0.4%
PMFA
591
Plante Moran Financial Advisors
Michigan
$185K – – –
OP
592
ORG Partners
Indiana
$184K +$10.8K +106 +6%
MCM
593
MV Capital Management
Maryland
$179K -$86.8K -872 -33%
NB
594
NBT Bank
New York
$177K -$1.49K -15 -0.8%
HIA
595
Harbor Investment Advisory
Maryland
$177K -$14.9K -150 -8%
GC
596
Garde Capital
Washington
$171K – – –
HWA
597
HHM Wealth Advisors
Tennessee
$165K – – –
GWM
598
Geneos Wealth Management
Colorado
$155K -$104K -1,050 -40%
HWM
599
HighMark Wealth Management
Minnesota
$154K +$114K +1,145 +283%
MPCG
600
Matrix Private Capital Group
New York
$154K +$154K +1,547 New
22 23
24
25 26