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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
10.26%
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 %
VWA
601
VSM Wealth Advisory
Maryland
$152K +$199 +2 +0.1%
WCM
602
Winthrop Capital Management
Indiana
$152K
CT
603
Coastline Trust
Rhode Island
$139K -$51.2K -515 -27%
ACA
604
Aptus Capital Advisors
Alabama
$138K +$199 +2 +0.1%
DWM
605
Dogwood Wealth Management
Kansas
$132K +$206 +2 +0.2%
RA
606
Rise Advisors
New York
$132K -$2.69K -27 -2%
OC
607
Oakworth Capital
Alabama
$132K -$38.7K -389 -23%
AIC
608
Archer Investment Corporation
Indiana
$130K
AWM
609
AllSquare Wealth Management
New York
$128K -$49.7K -500 -28%
AP
610
Atwood & Palmer
Missouri
$126K
LI
611
LRI Investments
Florida
$125K
CWM
612
Copia Wealth Management
Oregon
$125K
HAP
613
Harbor Asset Planning
Massachusetts
$124K +$124K +1,250 New
HCM
614
Hollencrest Capital Management
California
$124K
WB
615
Webster Bank
Connecticut
$120K
BlackRock
616
BlackRock
New York
$119K +$27.7K +278 +30%
BTI
617
Blue Trust Inc
Georgia
$117K
LAMC
618
Longview Asset Management (California)
California
$117K
EPW
619
Evergreen Private Wealth
Colorado
$116K -$4.78K -48 -4%
Kayne Anderson Rudnick Investment Management
620
Kayne Anderson Rudnick Investment Management
California
$115K +$64K +643 +126%
HI
621
Horizon Investments
North Carolina
$115K -$26.4K -265 -19%
SIC
622
Salem Investment Counselors
North Carolina
$111K -$15.9K -160 -13%
WIM
623
Westside Investment Management
California
$105K -$36.6K -368 -26%
HNB
624
Hilltop National Bank
Wyoming
$101K +$101K +1,013 New
CI
625
Cordant Inc
Oregon
$97.9K