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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 %
FMII
601
Farmers & Merchants Investments Inc
Nebraska
$205K – – –
NCM
602
Next Capital Management
New York
$205K +$205K +2,098 New
NL
603
NDWM LLC
California
$203K -$2.76M -28,274 -93%
PPA
604
Painted Porch Advisors
California
$200K – – –
TWC
605
TD Waterhouse Canada
Ontario, Canada
$195K +$156K +1,600 +400%
HIA
606
Harbor Investment Advisory
Maryland
$188K – – –
CT
607
Coastline Trust
Rhode Island
$186K -$4.87K -50 -3%
JGIA
608
Jackson Grant Investment Advisers
Connecticut
$181K +$682 +7 +0.4%
PMFA
609
Plante Moran Financial Advisors
Michigan
$181K – – –
NB
610
NBT Bank
New York
$175K -$4.09K -42 -2%
AWM
611
AllSquare Wealth Management
New York
$174K – – –
AssetMark Inc
612
AssetMark Inc
California
$172K +$13.3K +136 +8%
GC
613
Garde Capital
Washington
$167K – – –
OC
614
Oakworth Capital
Alabama
$167K +$28.3K +290 +20%
OP
615
ORG Partners
Indiana
$165K -$4.59K -47 -3%
HWA
616
HHM Wealth Advisors
Tennessee
$162K – – –
AIA
617
Arcadia Investment Advisors
Idaho
$150K -$31.7K -325 -17%
VWA
618
VSM Wealth Advisory
Maryland
$149K +$195 +2 +0.1%
WCM
619
Winthrop Capital Management
Indiana
$149K – – –
NAAA
620
New Age Alpha Advisors
New York
$146K +$146K +1,500 New
FLP
621
Financial Life Planners
Arizona
$144K -$20.4K -209 -12%
WIM
622
Westside Investment Management
California
$139K -$48.9K -501 -26%
HI
623
Horizon Investments
North Carolina
$138K -$34.7K -356 -20%
ACA
624
Aptus Capital Advisors
Alabama
$135K +$50.8K +521 +60%
RA
625
Rise Advisors
New York
$132K +$487 +5 +0.4%
23 24
25
26 27