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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.

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 %
PFM
51
Phillips Financial Management
Indiana
$12.8M -$1M -10,285 -7%
KeyBank National Association
52
KeyBank National Association
Ohio
$12.7M +$161K +1,653 +1%
MMRF
53
Michelson Medical Research Foundation
California
$12.7M +$12.7M +129,990 New
Financial Engines Advisors
54
Financial Engines Advisors
California
$12.6M -$407K -4,177 -3%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$11.6M -$716K -7,358 -6%
CFA
56
Camarda Financial Advisors
Florida
$11.2M +$10.5M +107,783 +1,554%
FAN
57
Financial Advisors Network
California
$11.1M +$387K +3,970 +4%
Comerica Bank
58
Comerica Bank
Texas
$10.7M -$300K -3,073 -3%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$10.7M +$1.84M +18,903 +21%
KPWS
60
Kestra Private Wealth Services
Texas
$10.1M +$1.01M +10,338 +11%
WA
61
Wealth Architects
California
$9.86M +$28.7K +294 +0.3%
CIBC World Market
62
CIBC World Market
Ontario, Canada
$9.76M -$37.5K -385 -0.4%
EFG
63
Ethos Financial Group
Pennsylvania
$9.66M +$9.66M +99,088 New
AAS
64
Avantax Advisory Services
Texas
$9.5M +$378K +3,873 +4%
LSA
65
Lansing Street Advisors
Pennsylvania
$9.41M +$312K +3,198 +3%
Two Sigma Investments
66
Two Sigma Investments
New York
$9.17M +$9.17M +94,100 New
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$8.85M -$1.46M -14,942 -14%
RFA
68
RTD Financial Advisors
Pennsylvania
$8.83M +$65K +667 +0.7%
BF
69
BOK Financial
Oklahoma
$8.72M +$136K +1,399 +2%
AMG
70
Asset Management Group
Connecticut
$8.66M -$49.9K -512 -0.6%
LSPW
71
Lake Street Private Wealth
Illinois
$8.64M +$272K +2,786 +3%
Lido Advisors
72
Lido Advisors
California
$8.56M -$4.05M -41,509 -32%
JWA
73
JFS Wealth Advisors
Pennsylvania
$8.26M -$423K -4,341 -5%
HFBOT
74
Home Federal Bank of Tennessee
Tennessee
$8.19M +$359K +3,685 +5%
GT
75
Glenmede Trust
Pennsylvania
$8.13M +$47.7K +489 +0.6%