IJS icon

iShares S&P Small-Cap 600 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
626
Archer Investment Corporation
Indiana
$127K -$2.34K -24 -2%
IRAG
627
Investment Research & Advisory Group
Georgia
$126K
DWM
628
Dogwood Wealth Management
Kansas
$125K +$97 +1 +0.1%
SIC
629
Salem Investment Counselors
North Carolina
$124K +$40.3K +413 +48%
AP
630
Atwood & Palmer
Missouri
$124K
LI
631
LRI Investments
Florida
$123K
CWM
632
Copia Wealth Management
Oregon
$122K +$3.02K +31 +3%
HCM
633
Hollencrest Capital Management
California
$122K
EPW
634
Evergreen Private Wealth
Colorado
$118K -$7.21K -74 -6%
WB
635
Webster Bank
Connecticut
$117K
HPC
636
HM Payson & Co
Maine
$117K
LWANC
637
Laurel Wealth Advisors (North Carolina)
North Carolina
$115K
BTI
638
Blue Trust Inc
Georgia
$115K
LAMC
639
Longview Asset Management (California)
California
$114K
DSC
640
Duncker Streett & Co
Missouri
$107K
AT
641
Arlington Trust
Alabama
$106K
CA
642
Continuum Advisory
Idaho
$106K
CI
643
Cordant Inc
Oregon
$95.9K
NEWAS
644
N.E.W. Advisory Services
Wisconsin
$94.8K +$94.8K +972 New
HWM
645
Hemington Wealth Management
Virginia
$94K +$195 +2 +0.2%
HI
646
Harbour Investments
Wisconsin
$93.4K +$3.22K +33 +4%
Deutsche Bank
647
Deutsche Bank
Germany
$93.1K
PTC
648
Private Trust Company
Ohio
$90K +$13.7K +141 +18%
BlackRock
649
BlackRock
New York
$90K -$5.07K -52 -5%
TAM
650
Townsend Asset Management
North Carolina
$89.9K