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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 %
AWM
826
Aprio Wealth Management
Georgia
– -$225K -2,075 Closed
ACM
827
Advisors Capital Management
New Jersey
– -$225K -2,072 Closed
SG
828
Sharper & Granite
California
– -$225K -2,070 Closed
KP
829
Keel Point
Alabama
– -$224K -2,066 Closed
IA
830
IFG Advisory
Georgia
– -$223K -2,053 Closed
VF
831
Vawter Financial
Ohio
– -$219K -2,020 Closed
GFA
832
Gallagher Fiduciary Advisors
Illinois
– -$219K -2,013 Closed
BOPW
833
Brandywine Oak Private Wealth
Pennsylvania
– -$218K -2,010 Closed
JWM
834
Jeppson Wealth Management
California
– -$217K -2,000 Closed
CM
835
Columbus Macro
Pennsylvania
– -$216K -1,985 Closed
CTA
836
Camelot Technology Advisors
California
– -$215K -1,980 Closed
MFWP
837
Mosaic Family Wealth Partners
Missouri
– -$215K -1,977 Closed
SI
838
Saxon Interests
Texas
– -$214K -1,968 Closed
BFA
839
Benningfield Financial Advisors
California
– -$213K -1,965 Closed
WPW
840
Watershed Private Wealth
Illinois
– -$212K -1,955 Closed
TCOTS
841
Trust Company of the South
North Carolina
– -$209K -1,920 Closed
WCF
842
West Coast Financial
California
– -$208K -1,917 Closed
DWM
843
Drive Wealth Management
Utah
– -$207K -1,905 Closed
MA
844
MONECO Advisors
Connecticut
– -$201K -1,853 Closed
JPLA
845
Joseph P. Lucia & Associates
New York
– -$200K -1,844 Closed
VCM
846
Vivaldi Capital Management
Illinois
– -$201K -1,795 Closed
CF
847
Centaurus Financial
California
– -$140K -1,288 Closed
KIM
848
Kestra Investment Management
Texas
– -$114K -1,046 Closed
MCM
849
Mill Capital Management
North Carolina
– -$103K -950 Closed
CAS
850
Coppell Advisory Solutions
Texas
– -$101K -932 Closed
31 32 33
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