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iShares S&P Small-Cap 600 Value ETF

771 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, 228 increasing their positions, 307 reducing their positions, and 65 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 repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 307

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

Holders
771
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
FCAS
751
First Command Advisory Services
Texas
$6.07K
PWAM
752
Private Wealth Asset Management
Iowa
$5.97K
BA
753
Ballast Advisors
Minnesota
$5.97K
AWM
754
Accredited Wealth Management
Kentucky
$5.17K
BWL
755
Bogart Wealth LLC
Virginia
$5.17K
RIA
756
Realta Investment Advisors
Delaware
$5.15K
EWM
757
EPG Wealth Management
Georgia
$4.97K
DF
758
Dunhill Financial
United Kingdom
$4.45K
BCMLT
759
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.33K
GK
760
Graney & King
New York
$4.21K
SWP
761
Strategic Wealth Partners
Ohio
$3.58K
SRCM
762
Signature Resources Capital Management
California
$3.28K
PA
763
Pineridge Advisors
Missouri
$3.24K
FDCP
764
Foster Dykema Cabot & Partners
Massachusetts
$2.59K
ME
765
McIlrath & Eck
Washington
$2.39K
TAM
766
Townsend Asset Management
North Carolina
$2.19K
PB
767
Pinnacle Bancorp
Nebraska
$1.99K
NL
768
NVWM LLC
Pennsylvania
$1.93K
KA
769
Kozak & Associates
Colorado
$1.39K
SFM
770
Systematic Financial Management
New Jersey
$497
IHWM
771
Iron Horse Wealth Management
Iowa
$234
RWM
772
Rialto Wealth Management
New York
$199
FGC
773
Financial Gravity Companies
Texas
$99
MMRF
774
Michelson Medical Research Foundation
California
CFA
775
Camarda Financial Advisors
Florida