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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
10.25%
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 %
NEWAS
626
N.E.W. Advisory Services
Wisconsin
$96.7K
HWM
627
Hemington Wealth Management
Virginia
$96K +$297 +3 +0.3%
Deutsche Bank
628
Deutsche Bank
Germany
$95K
CWM
629
CarsonAllaria Wealth Management
Illinois
$94.9K +$11.9K +120 +14%
DSC
630
Duncker Streett & Co
Missouri
$91.8K -$17.2K -173 -16%
GBT
631
Grove Bank & Trust
Florida
$89.5K
GEA
632
Glen Eagle Advisors
New Jersey
$86.1K
SS
633
Sunbelt Securities
Texas
$82.6K +$10.8K +99 +15%
T
634
Tidemark
California
$81.6K
OCM
635
Orion Capital Management
California
$80K
AT
636
Arlington Trust
Alabama
$74.6K -$33.8K -340 -31%
CIA
637
Cape Investment Advisory
Georgia
$72K +$5.57K +56 +8%
WTA
638
Washington Trust Advisors
Massachusetts
$69K
MFT
639
Moisand Fitzgerald Tamayo
Florida
$68.8K
ST
640
Smithfield Trust
Pennsylvania
$67K
CWP
641
Concord Wealth Partners
Virginia
$66.8K +$796 +8 +1%
CTB
642
Country Trust Bank
Illinois
$65.6K
PTC
643
Private Trust Company
Ohio
$65.2K -$26.7K -268 -29%
PGAM
644
Princeton Global Asset Management
New Jersey
$64.1K
RIL
645
Rothschild Investment LLC
Illinois
$64.1K
JFGIW
646
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61.5K
CTA
647
Colonial Trust Advisors
South Carolina
$61K +$498 +5 +0.8%
KPP
648
Kings Path Partners
Texas
$60.5K
CWM
649
Crowley Wealth Management
Delaware
$60.1K
MA
650
Montag & Associates
Georgia
$56.4K