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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.

New
Increased
Maintained
Reduced
Closed
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 %
PW
726
Pandora Wealth
Illinois
$19.5K +$19.5K +200 New
IF
727
Integrity Financial
Wyoming
$18.6K +$18.6K +191 New
NWMP
728
Noble Wealth Management PBC
Colorado
$17.5K
PWA
729
Principia Wealth Advisory
Texas
$17.5K
FFA
730
Founders Financial Alliance
North Carolina
$17.1K
CSPIA
731
Cary Street Partners Investment Advisory
Virginia
$17.1K +$390 +4 +2%
RTL
732
Red Tortoise LLC
Georgia
$16.6K
WTFG
733
Wood Tarver Financial Group
Idaho
$16.4K
VCM
734
Viewpoint Capital Management
Washington
$14.6K
EB
735
Eastern Bank
Massachusetts
$14.6K
BTD
736
BankPlus Trust Department
Mississippi
$14.2K -$62.9K -645 -82%
FWM
737
FSA Wealth Management
Massachusetts
$14K -$3.61K -37 -20%
CI
738
CX Institutional
Indiana
$14K +$14K +146 New
EWA
739
EverSource Wealth Advisors
Alabama
$12.9K -$1.27K -13 -9%
ITIM
740
Indiana Trust & Investment Management
Indiana
$12.5K
CW
741
Curio Wealth
Maryland
$12.1K -$1.33M -110 -99%
BCMLT
742
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.9K
MWM
743
Mascoma Wealth Management
New Hampshire
$11.7K
GSWM
744
Golden State Wealth Management
California
$11.2K
AG
745
AmeriFlex Group
Nevada
$11.1K +$11.1K +114 New
PP
746
Pacifica Partners
Canada
$10.8K
RI
747
Ridgewood Investments
New Jersey
$10.7K
DPW
748
DiNuzzo Private Wealth
Pennsylvania
$10.7K +$10.7K +110 New
BFPW
749
BOK Financial Private Wealth
Colorado
$10.2K
RP
750
Rice Partnership
Hawaii
$9.75K