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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 %
GBT
651
Grove Bank & Trust
Florida
$87.7K
GEA
652
Glen Eagle Advisors
New Jersey
$84.3K -$975 -10 -1%
CWM
653
CarsonAllaria Wealth Management
Illinois
$81.3K +$25.9K +265 +47%
T
654
Tidemark
California
$79.9K
OCM
655
Orion Capital Management
California
$78.4K
SIM
656
Synergy Investment Management
Florida
$72.7K -$67.3K -690 -48%
WTA
657
Washington Trust Advisors
Massachusetts
$67.7K
MFT
658
Moisand Fitzgerald Tamayo
Florida
$67.4K
CIA
659
Cape Investment Advisory
Georgia
$65.1K +$97 +1 +0.1%
CWP
660
Concord Wealth Partners
Virginia
$64.7K +$292 +3 +0.5%
SS
661
Sunbelt Securities
Texas
$64.5K -$9.66K -99 -13%
CTB
662
Country Trust Bank
Illinois
$64.2K
ST
663
Smithfield Trust
Pennsylvania
$64K
PGAM
664
Princeton Global Asset Management
New Jersey
$62.8K -$21.4K -220 -25%
RIL
665
Rothschild Investment LLC
Illinois
$62.8K
JFGIW
666
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60.2K
AAG
667
Armstrong Advisory Group
Massachusetts
$59.7K
CTA
668
Colonial Trust Advisors
South Carolina
$59.3K
KPP
669
Kings Path Partners
Texas
$59.3K
CWM
670
Crowley Wealth Management
Delaware
$58.9K
Qube Research & Technologies (QRT)
671
Qube Research & Technologies (QRT)
United Kingdom
$58K +$57.8K +593 +29,650%
GI
672
GAMMA Investing
California
$57.8K +$8.97K +92 +18%
MA
673
Montag & Associates
Georgia
$55.3K
CTC
674
Central Trust Company
Missouri
$54.5K
PIA
675
Powell Investment Advisors
Florida
$52K