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iShares S&P Small-Cap 600 Value ETF

765 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 52 funds opening new positions, 225 increasing their positions, 307 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
765
Holders Change
-24
Holders Change %
-3.04%
% of All Funds
10.26%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.19%
New
52
Increased
225
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 %
CI
626
Cordant Inc
Oregon
$97.9K
NEWAS
627
N.E.W. Advisory Services
Wisconsin
$96.7K
HWM
628
Hemington Wealth Management
Virginia
$96K +$297 +3 +0.3%
Deutsche Bank
629
Deutsche Bank
Germany
$95K
CWM
630
CarsonAllaria Wealth Management
Illinois
$94.9K +$11.9K +120 +14%
DSC
631
Duncker Streett & Co
Missouri
$91.8K -$17.2K -173 -16%
GBT
632
Grove Bank & Trust
Florida
$89.5K
GEA
633
Glen Eagle Advisors
New Jersey
$86.1K
SS
634
Sunbelt Securities
Texas
$82.6K +$10.8K +99 +15%
T
635
Tidemark
California
$81.6K
OCM
636
Orion Capital Management
California
$80K
AT
637
Arlington Trust
Alabama
$74.6K -$33.8K -340 -31%
CIA
638
Cape Investment Advisory
Georgia
$72K +$5.57K +56 +8%
WTA
639
Washington Trust Advisors
Massachusetts
$69K
MFT
640
Moisand Fitzgerald Tamayo
Florida
$68.8K
ST
641
Smithfield Trust
Pennsylvania
$67K
CWP
642
Concord Wealth Partners
Virginia
$66.8K +$796 +8 +1%
CTB
643
Country Trust Bank
Illinois
$65.6K
PTC
644
Private Trust Company
Ohio
$65.2K -$26.7K -268 -29%
RIL
645
Rothschild Investment LLC
Illinois
$64.1K
PGAM
646
Princeton Global Asset Management
New Jersey
$64.1K
JFGIW
647
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61.5K
CTA
648
Colonial Trust Advisors
South Carolina
$61K +$498 +5 +0.8%
KPP
649
Kings Path Partners
Texas
$60.5K
CWM
650
Crowley Wealth Management
Delaware
$60.1K