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iShares S&P Small-Cap 600 Value ETF

771 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, 228 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 repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 307

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

Holders
771
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
FWMP
576
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$215K
WC
577
Weil Company
California
$214K
CWA
578
CogentBlue Wealth Advisors
Tennessee
$214K
BFC
579
Bedel Financial Consulting
Indiana
$211K
GPA
580
Guidance Point Advisors
Massachusetts
$210K
FMII
581
Farmers & Merchants Investments Inc
Nebraska
$209K
SWM
582
Silverlake Wealth Management
Vermont
$209K
FFA
583
Fortune Financial Advisors
Kansas
$209K
HWM
584
HB Wealth Management
Georgia
$207K
CFS
585
CGC Financial Services
Oregon
$206K
Luther King Capital Management (LKCM)
586
Luther King Capital Management (LKCM)
Texas
$205K
PPA
587
Painted Porch Advisors
California
$204K
FFM
588
Forum Financial Management
Illinois
$204K
TWC
589
TD Waterhouse Canada
Ontario, Canada
$204K
FWI
590
Facet Wealth Inc
Maryland
$203K
GFA
591
Gallagher Fiduciary Advisors
Illinois
$202K
AssetMark Inc
592
AssetMark Inc
California
$187K
JGIA
593
Jackson Grant Investment Advisers
Connecticut
$186K
PMFA
594
Plante Moran Financial Advisors
Michigan
$185K
OP
595
ORG Partners
Indiana
$184K
MCM
596
MV Capital Management
Maryland
$179K
NB
597
NBT Bank
New York
$177K
HIA
598
Harbor Investment Advisory
Maryland
$177K
GC
599
Garde Capital
Washington
$171K
HWA
600
HHM Wealth Advisors
Tennessee
$165K