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iShares S&P Small-Cap 600 Value ETF

769 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, 226 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 funds holding in top 10

Funds holding in top 10: 1914 (-5)

26% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 307

Holders
769
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
CCWM
76
Cassaday & Co Wealth Management
Virginia
$7.9M
EAM
77
Evanson Asset Management
California
$7.7M
MBI
78
May Barnhard Investments
Maryland
$7.62M
TFF
79
The Family Firm
Maryland
$7.56M
IWC
80
Integrated Wealth Concepts
Massachusetts
$7.24M
SPIA
81
Steward Partners Investment Advisory
New York
$7.23M
Financial Engines Advisors
82
Financial Engines Advisors
California
$7.21M
CAL
83
Capital Advisors Ltd
Ohio
$7.17M
ODIJL
84
One Day In July LLC
Vermont
$7.15M
CPIG
85
Chicago Partners Investment Group
Illinois
$7.08M
AFG
86
Atomi Financial Group
New York
$7.06M
IA
87
IFP Advisors
Florida
$6.98M
US Bancorp
88
US Bancorp
Minnesota
$6.68M
IFS
89
Ifrah Financial Services
Arkansas
$6.62M
NAM
90
NorthCrest Asset Manangement
Minnesota
$6.56M
SWA
91
Sax Wealth Advisors
New Jersey
$6.48M
Citadel Advisors
92
Citadel Advisors
Florida
$6.42M
AF
93
Allworth Financial
California
$6.26M
EF
94
Empowered Funds
Pennsylvania
$6.11M
OAM
95
Occidental Asset Management
California
$6.05M
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$5.9M
FFG
97
Fortress Financial Group
Minnesota
$5.73M
Corient Private Wealth
98
Corient Private Wealth
Florida
$5.7M
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$5.64M
AWP
100
Accretive Wealth Partners
New Jersey
$5.57M