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iShares S&P Small-Cap 600 Value ETF

771 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 53 funds opening new positions, 228 increasing their positions, 307 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

24% less call options, than puts

Call options by funds: $2.9M | Put options by funds: $3.81M

26% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 307

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

Holders
771
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.9M
Puts
$3.81M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FG
701
Fairman Group
Pennsylvania
$25.1K
UIA
702
Ulland Investment Advisors
Minnesota
$25K
TCM
703
Traub Capital Management
Massachusetts
$24.5K
PCM
704
Palouse Capital Management
Washington
$24.3K
FCG
705
Financial Connections Group
California
$23K
RFS
706
Richardson Financial Services
Massachusetts
$22.8K
S
707
SignatureFD
Georgia
$22.4K
HFS
708
Hughes Financial Services
Virginia
$21.4K
CI
709
CX Institutional
Indiana
$20K
PW
710
Pandora Wealth
Illinois
$19.9K
MWM
711
MGB Wealth Management
Texas
$19.7K
PWA
712
Principia Wealth Advisory
Texas
$19.2K
IF
713
Integrity Financial
Wyoming
$19K
CSPIA
714
Cary Street Partners Investment Advisory
Virginia
$17.4K
RTL
715
Red Tortoise LLC
Georgia
$17K
WTFG
716
Wood Tarver Financial Group
Idaho
$16K
FUBT
717
First United Bank & Trust
Maryland
$14.9K
EB
718
Eastern Bank
Massachusetts
$14.9K
VCM
719
Viewpoint Capital Management
Washington
$14.9K
FWM
720
FSA Wealth Management
Massachusetts
$14.3K
EWA
721
EverSource Wealth Advisors
Alabama
$13.1K
ITIM
722
Indiana Trust & Investment Management
Indiana
$12.7K
TFG
723
Team Financial Group
California
$12.3K
MWM
724
Mascoma Wealth Management
New Hampshire
$11.9K
PP
725
Pacifica Partners
Canada
$11.8K