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iShares S&P Small-Cap 600 Value ETF

768 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 64 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
768
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
EAM
76
Evanson Asset Management
California
$7.7M
MBI
77
May Barnhard Investments
Maryland
$7.62M
TFF
78
The Family Firm
Maryland
$7.56M
IWC
79
Integrated Wealth Concepts
Massachusetts
$7.24M
SPIA
80
Steward Partners Investment Advisory
New York
$7.23M
Financial Engines Advisors
81
Financial Engines Advisors
California
$7.21M
CAL
82
Capital Advisors Ltd
Ohio
$7.17M
ODIJL
83
One Day In July LLC
Vermont
$7.15M
CPIG
84
Chicago Partners Investment Group
Illinois
$7.08M
AFG
85
Atomi Financial Group
New York
$7.06M
IA
86
IFP Advisors
Florida
$6.98M
US Bancorp
87
US Bancorp
Minnesota
$6.68M
IFS
88
Ifrah Financial Services
Arkansas
$6.62M
NAM
89
NorthCrest Asset Manangement
Minnesota
$6.56M
SWA
90
Sax Wealth Advisors
New Jersey
$6.48M
Citadel Advisors
91
Citadel Advisors
Florida
$6.42M
AF
92
Allworth Financial
California
$6.26M
EF
93
Empowered Funds
Pennsylvania
$6.11M
OAM
94
Occidental Asset Management
California
$6.05M
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$5.9M
FFG
96
Fortress Financial Group
Minnesota
$5.73M
Corient Private Wealth
97
Corient Private Wealth
Florida
$5.7M
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$5.64M
AWP
99
Accretive Wealth Partners
New Jersey
$5.57M
Pathstone Holdings
100
Pathstone Holdings
New Jersey
$5.56M