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iShares S&P Small-Cap 600 Value ETF

769 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, 226 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 funds holding in top 10

Funds holding in top 10: 1914 (-5)

26% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 307

Holders
769
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
HWM
601
HighMark Wealth Management
Minnesota
$154K
MPCG
602
Matrix Private Capital Group
New York
$154K
AIA
603
Arcadia Investment Advisors
Idaho
$153K
VWA
604
VSM Wealth Advisory
Maryland
$152K
WCM
605
Winthrop Capital Management
Indiana
$152K
CT
606
Coastline Trust
Rhode Island
$139K
ACA
607
Aptus Capital Advisors
Alabama
$138K
DWM
608
Dogwood Wealth Management
Kansas
$132K
RA
609
Rise Advisors
New York
$132K
OC
610
Oakworth Capital
Alabama
$132K
AIC
611
Archer Investment Corporation
Indiana
$130K
AWM
612
AllSquare Wealth Management
New York
$128K
AP
613
Atwood & Palmer
Missouri
$126K
LI
614
LRI Investments
Florida
$125K
CWM
615
Copia Wealth Management
Oregon
$125K
HAP
616
Harbor Asset Planning
Massachusetts
$124K
HCM
617
Hollencrest Capital Management
California
$124K
WB
618
Webster Bank
Connecticut
$120K
BlackRock
619
BlackRock
New York
$119K
HPC
620
HM Payson & Co
Maine
$119K
BTI
621
Blue Trust Inc
Georgia
$117K
LAMC
622
Longview Asset Management (California)
California
$117K
EPW
623
Evergreen Private Wealth
Colorado
$116K
Kayne Anderson Rudnick Investment Management
624
Kayne Anderson Rudnick Investment Management
California
$115K
HI
625
Horizon Investments
North Carolina
$115K