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

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

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$41.1M
2
WIA
World Investment Advisors
California
$18.9M
3
LPL Financial
LPL Financial
California
$84.3M
4
MMRF
Michelson Medical Research Foundation
California
$12.7M
5
Ameriprise
Ameriprise
Minnesota
$89.9M

Top Sellers

1
M&T Bank
M&T Bank
New York
$63.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.41M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$225M
4
Bank of America
Bank of America
North Carolina
$314M
5
CP
Covenant Partners
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPTFSNA
751
Old Point Trust & Financial Services N A
Virginia
$9.75K – – –
OHWP
752
Oak Harbor Wealth Partners
North Carolina
$9.75K – – –
JHCP
753
Jackson Hole Capital Partners
Oklahoma
$9.75K +$9.75K +100 New
BONH
754
Bank of New Hampshire
New Hampshire
$9.16K – – –
MIM
755
MTM Investment Management
South Carolina
$8.79K – – –
T
756
Transce3nd
Texas
$8.77K -$1.95K -20 -18%
RPCA
757
Running Point Capital Advisors
California
$8.77K +$8.77K +90 New
RCM
758
Richardson Capital Management
Wisconsin
$8.46K +$97 +1 +1%
CSC
759
Caldwell Sutter Capital
California
$8.38K – – –
RJA
760
Ross\Johnson & Associates
Minnesota
$7.99K +$7.99K +82 New
SN
761
Sittner & Nelson
Oregon
$7.9K – – –
S
762
Sachetta
Massachusetts
$7.63K – – –
CA
763
Crewe Advisors
Utah
$6.43K – – –
AAP
764
Arax Advisory Partners
Colorado
$6.43K – – –
AWM
765
Abound Wealth Management
Tennessee
$6.04K +$6.04K +62 New
OWP
766
ORG Wealth Partners
Texas
$5.98K +$5.98K +61 New
FCAS
767
First Command Advisory Services
Texas
$5.95K +$5.95K +61 New
BA
768
Ballast Advisors
Minnesota
$5.85K – – –
PWAM
769
Private Wealth Asset Management
Iowa
$5.85K +$5.85K +60 New
AWM
770
Accredited Wealth Management
Kentucky
$5.07K – – –
BWL
771
Bogart Wealth LLC
Virginia
$5.07K – – –
RIA
772
Realta Investment Advisors
Delaware
$5.02K +$97 +1 +2%
EWM
773
EPG Wealth Management
Georgia
$4.87K – – –
GK
774
Graney & King
New York
$4.11K +$4.11K +42 New
PA
775
Pineridge Advisors
Missouri
$3.16K – – –
29 30
31
32 33