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iShares S&P Small-Cap 600 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BFPW
726
BOK Financial Private Wealth
Colorado
$10.4K
FMTCOCP
727
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K +$10K +105 New
RP
728
Rice Partnership
Hawaii
$9.95K
JHCP
729
Jackson Hole Capital Partners
Oklahoma
$9.95K
OHWP
730
Oak Harbor Wealth Partners
North Carolina
$9.95K
OPTFSNA
731
Old Point Trust & Financial Services N A
Virginia
$9.95K
TCM
732
Tradewinds Capital Management
Washington
$9.92K -$29.6K -298 -75%
BONH
733
Bank of New Hampshire
New Hampshire
$9.35K
MIM
734
MTM Investment Management
South Carolina
$8.95K
RPCA
735
Running Point Capital Advisors
California
$8.95K
T
736
Transce3nd
Texas
$8.95K
RCM
737
Richardson Capital Management
Wisconsin
$8.67K
CSC
738
Caldwell Sutter Capital
California
$8.56K
SN
739
Sittner & Nelson
Oregon
$8.06K
BIA
740
Bell Investment Advisors
California
$7.86K +$7.86K +79 New
TCOV
741
Trust Company of Vermont
Vermont
$7.76K -$39.4K -396 -84%
CA
742
Crewe Advisors
Utah
$6.57K
OWP
743
ORG Wealth Partners
Texas
$6.25K
FCAS
744
First Command Advisory Services
Texas
$6.07K
BA
745
Ballast Advisors
Minnesota
$5.97K
PWAM
746
Private Wealth Asset Management
Iowa
$5.97K
AWM
747
Accredited Wealth Management
Kentucky
$5.17K
BWL
748
Bogart Wealth LLC
Virginia
$5.17K
RIA
749
Realta Investment Advisors
Delaware
$5.15K
EWM
750
EPG Wealth Management
Georgia
$4.98K