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iShares S&P Small-Cap 600 Value ETF

761 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, 223 increasing their positions, 305 reducing their positions, and 63 closing their positions.

Holders
761
Holders Change
-27
Holders Change %
-3.43%
% of All Funds
10.22%
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
223
Reduced
305
Closed
63
Calls
$2.28M
Puts
$3.81M
Net Calls
-$1.53M
Net Calls Change
-$2.21M
Name Market Value Shares Shares
Change
Shares
Change %
Kovitz Investment Group Partners
51
Kovitz Investment Group Partners
Illinois
$13.6M 136,544 -62,040 -31%
PFM
52
Phillips Financial Management
Indiana
$12.9M 129,257 -2,245 -2%
FAN
53
Financial Advisors Network
California
$12.7M 127,215 +13,651 +12%
WA
54
Wealth Architects
California
$11.2M 112,540 +11,427 +11%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$11.2M 112,023 -6,764 -6%
Brown Advisory
56
Brown Advisory
Maryland
$10.8M 108,548 +94,719 +685%
KPWS
57
Kestra Private Wealth Services
Texas
$10.5M 105,200 +1,190 +1%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$10.3M 103,510 -5,885 -5%
RIM
59
Redwood Investment Management
Arizona
$10.2M 102,728 +102,728 New
CIBC World Market
60
CIBC World Market
Ontario, Canada
$10M 100,776 +679 +0.7%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$9.6M 96,518 -82,606 -46%
Lido Advisors
62
Lido Advisors
California
$9.3M 93,458 +5,610 +6%
Comerica Bank
63
Comerica Bank
Texas
$9.14M 91,876 -18,230 -17%
LSPW
64
Lake Street Private Wealth
Illinois
$8.89M 89,359 +737 +0.8%
RFA
65
RTD Financial Advisors
Pennsylvania
$8.84M 88,873 -1,711 -2%
AMG
66
Asset Management Group
Connecticut
$8.77M 88,133 -732 -0.8%
BF
67
BOK Financial
Oklahoma
$8.68M 87,268 -2,144 -2%
HFBOT
68
Home Federal Bank of Tennessee
Tennessee
$8.39M 84,378 +358 +0.4%
CBA
69
Coastal Bridge Advisors
Connecticut
$8.15M 81,936 -1,054 -1%
JWA
70
JFS Wealth Advisors
Pennsylvania
$8.1M 81,403 -3,381 -4%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$8.08M 81,195 -9,570 -11%
GIM
72
Glenmede Investment Management
Pennsylvania
$8.03M 80,671 +80,671 New
SFP
73
Sterling Financial Planning
New Jersey
$8.02M 80,647 +567 +0.7%
ADL
74
Asset Dedication LLC
California
$7.95M 79,860 -1,803 -2%
CCWM
75
Cassaday & Co Wealth Management
Virginia
$7.9M 79,431 +16,226 +26%