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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
TFO
801
Tarbox Family Office
California
TFS
802
Thoroughbred Financial Services
Tennessee
GS
803
GWN Securities
Florida
MWM
804
Marion Wealth Management
Pennsylvania
CWC
805
Carolinas Wealth Consulting
North Carolina
FT
806
Fiduciary Trust
Massachusetts
TC
807
TownSquare Capital
Utah
WAP
808
Wealthcare Advisory Partners
Pennsylvania
BAM
809
BLKBRD Asset Management
Connecticut
SWP
810
Sagespring Wealth Partners
Tennessee
CFS
811
Cannon Financial Strategists
Georgia
TH
812
Team Hewins
California
OMC
813
Old Mission Capital
Illinois
AFG
814
Allegheny Financial Group
Pennsylvania
CCM
815
Coldstream Capital Management
Washington
PAS
816
Park Avenue Securities
New York
NL
817
NDWM LLC
California
NAAA
818
New Age Alpha Advisors
New York
FLP
819
Financial Life Planners
Arizona
IRAG
820
Investment Research & Advisory Group
Georgia
LWANC
821
Laurel Wealth Advisors (North Carolina)
North Carolina
CA
822
Continuum Advisory
Idaho
SIM
823
Synergy Investment Management
Florida
FWA
824
FSC Wealth Advisors
New York
GFPC
825
Global Financial Private Client
Florida