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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

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

Top Buyers

1
AAP
1
Arax Advisory Partners
Colorado
$22.5M
2
MWM
2
Modera Wealth Management
New Jersey
$84.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$355M
4
RIM
4
Redwood Investment Management
Arizona
$10.2M
5
Brown Advisory
5
Brown Advisory
Maryland
$10.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$115M
2
RFC
2
Regions Financial Corp
Alabama
$49.2M
3
Ameriprise
3
Ameriprise
Minnesota
$66.9M
4
WIA
4
World Investment Advisors
California
$751K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
51
Kovitz Investment Group Partners
Illinois
$13.6M -$6.17M -62,040 -31%
PFM
52
Phillips Financial Management
Indiana
$12.9M -$223K -2,245 -2%
FAN
53
Financial Advisors Network
California
$12.7M +$1.36M +13,651 +12%
WA
54
Wealth Architects
California
$11.2M +$1.14M +11,427 +11%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$11.2M -$673K -6,764 -6%
Brown Advisory
56
Brown Advisory
Maryland
$10.8M +$9.42M +94,719 +685%
KPWS
57
Kestra Private Wealth Services
Texas
$10.5M +$118K +1,190 +1%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$10.3M -$585K -5,885 -5%
RIM
59
Redwood Investment Management
Arizona
$10.2M +$10.2M +102,728 New
CIBC World Market
60
CIBC World Market
Ontario, Canada
$10M +$67.6K +679 +0.7%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$9.6M -$8.22M -82,606 -46%
Lido Advisors
62
Lido Advisors
California
$9.3M +$558K +5,610 +6%
Comerica Bank
63
Comerica Bank
Texas
$9.14M -$1.81M -18,230 -17%
LSPW
64
Lake Street Private Wealth
Illinois
$8.89M +$73.3K +737 +0.8%
RFA
65
RTD Financial Advisors
Pennsylvania
$8.84M -$170K -1,711 -2%
AMG
66
Asset Management Group
Connecticut
$8.77M -$72.8K -732 -0.8%
BF
67
BOK Financial
Oklahoma
$8.68M -$213K -2,144 -2%
HFBOT
68
Home Federal Bank of Tennessee
Tennessee
$8.39M +$35.6K +358 +0.4%
CBA
69
Coastal Bridge Advisors
Connecticut
$8.15M -$105K -1,054 -1%
JWA
70
JFS Wealth Advisors
Pennsylvania
$8.1M -$336K -3,381 -4%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$8.08M -$952K -9,570 -11%
GIM
72
Glenmede Investment Management
Pennsylvania
$8.03M +$8.03M +80,671 New
SFP
73
Sterling Financial Planning
New Jersey
$8.02M +$56.4K +567 +0.7%
ADL
74
Asset Dedication LLC
California
$7.95M -$179K -1,803 -2%
CCWM
75
Cassaday & Co Wealth Management
Virginia
$7.9M +$1.61M +16,226 +26%
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