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iShares S&P Small-Cap 600 Value ETF

768 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, 226 increasing their positions, 307 reducing their positions, and 64 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 funds holding in top 10

Funds holding in top 10: 1914 (-5)

26% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 307

Holders
768
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
Kovitz Investment Group Partners
51
Kovitz Investment Group Partners
Illinois
$13.6M
PFM
52
Phillips Financial Management
Indiana
$12.9M
FAN
53
Financial Advisors Network
California
$12.7M
WA
54
Wealth Architects
California
$11.2M
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$11.2M
Brown Advisory
56
Brown Advisory
Maryland
$10.8M
KPWS
57
Kestra Private Wealth Services
Texas
$10.5M
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$10.3M
RIM
59
Redwood Investment Management
Arizona
$10.2M
CIBC World Market
60
CIBC World Market
Ontario, Canada
$10M
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$9.6M
Lido Advisors
62
Lido Advisors
California
$9.3M
Comerica Bank
63
Comerica Bank
Texas
$9.14M
LSPW
64
Lake Street Private Wealth
Illinois
$8.89M
RFA
65
RTD Financial Advisors
Pennsylvania
$8.84M
AMG
66
Asset Management Group
Connecticut
$8.77M
BF
67
BOK Financial
Oklahoma
$8.68M
HFBOT
68
Home Federal Bank of Tennessee
Tennessee
$8.39M
CBA
69
Coastal Bridge Advisors
Connecticut
$8.15M
JWA
70
JFS Wealth Advisors
Pennsylvania
$8.1M
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$8.08M
GIM
72
Glenmede Investment Management
Pennsylvania
$8.03M
SFP
73
Sterling Financial Planning
New Jersey
$8.02M
ADL
74
Asset Dedication LLC
California
$7.95M
CCWM
75
Cassaday & Co Wealth Management
Virginia
$7.9M