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iShares S&P Small-Cap 600 Value ETF

764 hedge funds and large institutions have $3.58B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 224 increasing their positions, 307 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
-24
Holders Change %
-3.05%
% of All Funds
10.26%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.17%
New
52
Increased
224
Reduced
307
Closed
63
Calls
$2.9M
Puts
$3.81M
Net Calls
-$915K
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Shares
Change %
EAM
76
Evanson Asset Management
California
$7.7M -$53.2K -535 -0.7%
MBI
77
May Barnhard Investments
Maryland
$7.62M -$34K -342 -0.4%
TFF
78
The Family Firm
Maryland
$7.56M +$270K +2,712 +4%
IWC
79
Integrated Wealth Concepts
Massachusetts
$7.24M +$1.11M +11,140 +18%
SPIA
80
Steward Partners Investment Advisory
New York
$7.23M +$27.5K +276 +0.4%
Financial Engines Advisors
81
Financial Engines Advisors
California
$7.21M -$5.64M -56,694 -44%
CAL
82
Capital Advisors Ltd
Ohio
$7.17M -$107K -1,074 -1%
ODIJL
83
One Day In July LLC
Vermont
$7.15M -$1.04M -10,408 -13%
CPIG
84
Chicago Partners Investment Group
Illinois
$7.08M -$56K -532 -0.8%
AFG
85
Atomi Financial Group
New York
$7.06M +$663K +6,661 +10%
IA
86
IFP Advisors
Florida
$6.98M +$4.89M +49,160 +234%
US Bancorp
87
US Bancorp
Minnesota
$6.68M -$1.01M -10,189 -13%
IFS
88
Ifrah Financial Services
Arkansas
$6.62M +$163K +1,641 +3%
NAM
89
NorthCrest Asset Manangement
Minnesota
$6.56M +$61.4K +592 +0.9%
SWA
90
Sax Wealth Advisors
New Jersey
$6.48M -$1.39M -13,925 -18%
Citadel Advisors
91
Citadel Advisors
Florida
$6.42M +$2.22M +22,310 +53%
AF
92
Allworth Financial
California
$6.26M -$210K -2,107 -3%
EF
93
Empowered Funds
Pennsylvania
$6.11M +$6.11M +61,394 New
OAM
94
Occidental Asset Management
California
$6.05M +$794K +7,979 +15%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$5.9M -$476K -4,785 -7%
Corient Private Wealth
96
Corient Private Wealth
Florida
$5.87M +$220K +2,208 +4%
FFG
97
Fortress Financial Group
Minnesota
$5.73M +$1.87M +18,756 +48%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$5.64M +$1.14M +11,459 +25%
AWP
99
Accretive Wealth Partners
New Jersey
$5.57M +$191K +1,917 +4%
Pathstone Holdings
100
Pathstone Holdings
New Jersey
$5.56M +$385K +3,965 +7%