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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
GWM
601
Geneos Wealth Management
Colorado
$155K
HWM
602
HighMark Wealth Management
Minnesota
$154K
MPCG
603
Matrix Private Capital Group
New York
$154K
AIA
604
Arcadia Investment Advisors
Idaho
$153K
VWA
605
VSM Wealth Advisory
Maryland
$152K
WCM
606
Winthrop Capital Management
Indiana
$152K
CT
607
Coastline Trust
Rhode Island
$139K
ACA
608
Aptus Capital Advisors
Alabama
$138K
DWM
609
Dogwood Wealth Management
Kansas
$132K
RA
610
Rise Advisors
New York
$132K
OC
611
Oakworth Capital
Alabama
$132K
AIC
612
Archer Investment Corporation
Indiana
$130K
AWM
613
AllSquare Wealth Management
New York
$128K
AP
614
Atwood & Palmer
Missouri
$126K
LI
615
LRI Investments
Florida
$125K
CWM
616
Copia Wealth Management
Oregon
$125K
HAP
617
Harbor Asset Planning
Massachusetts
$124K
HCM
618
Hollencrest Capital Management
California
$124K
WB
619
Webster Bank
Connecticut
$120K
BlackRock
620
BlackRock
New York
$119K
HPC
621
HM Payson & Co
Maine
$119K
BTI
622
Blue Trust Inc
Georgia
$117K
LAMC
623
Longview Asset Management (California)
California
$117K
EPW
624
Evergreen Private Wealth
Colorado
$116K
Kayne Anderson Rudnick Investment Management
625
Kayne Anderson Rudnick Investment Management
California
$115K