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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
10.26%
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 %
HFS
701
Hughes Financial Services
Virginia
$21.4K -$21.4K -211 -50%
CI
702
CX Institutional
Indiana
$20K +$5.33K +53 +36%
PW
703
Pandora Wealth
Illinois
$19.9K
MWM
704
MGB Wealth Management
Texas
$19.7K -$3.87K -39 -16%
PWA
705
Principia Wealth Advisory
Texas
$19.2K
IF
706
Integrity Financial
Wyoming
$19K
CSPIA
707
Cary Street Partners Investment Advisory
Virginia
$17.4K
RTL
708
Red Tortoise LLC
Georgia
$17K
WTFG
709
Wood Tarver Financial Group
Idaho
$16K
FUBT
710
First United Bank & Trust
Maryland
$14.9K -$4.98K -50 -25%
VCM
711
Viewpoint Capital Management
Washington
$14.9K
EB
712
Eastern Bank
Massachusetts
$14.9K
FWM
713
FSA Wealth Management
Massachusetts
$14.3K
EWA
714
EverSource Wealth Advisors
Alabama
$13.1K
ITIM
715
Indiana Trust & Investment Management
Indiana
$12.7K
TFG
716
Team Financial Group
California
$12.3K +$12.3K +124 New
MWM
717
Mascoma Wealth Management
New Hampshire
$11.9K
PP
718
Pacifica Partners
Canada
$11.8K
AG
719
AmeriFlex Group
Nevada
$11.3K
CFB
720
Cullen/Frost Bankers
Texas
$11.3K -$9.84K -99 -46%
GSWM
721
Golden State Wealth Management
California
$11K -$398 -4 -3%
CW
722
Curio Wealth
Maryland
$11K +$10.9K +110 +11,000%
HFS
723
Hantz Financial Services
Michigan
$11K +$11K +114 New
RI
724
Ridgewood Investments
New Jersey
$10.9K
DPW
725
DiNuzzo Private Wealth
Pennsylvania
$10.9K