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iShares S&P Small-Cap 600 Value ETF

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.

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
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
101
Integrated Wealth Concepts
Massachusetts
$6.01M +$862K +8,839 +17%
AF
102
Allworth Financial
California
$5.95M -$37.5K -410 -0.6%
MWM
103
Mission Wealth Management
California
$5.73M +$5.73M +58,730 New
JWBC
104
J.W. Burns & Co
New York
$5.56M -$990K -10,153 -15%
Corient Private Wealth
105
Corient Private Wealth
Florida
$5.53M -$236K -2,424 -4%
SIM
106
Sims Investment Management
Ohio
$5.49M -$68.5K -703 -1%
IF
107
Ironwood Financial
Arizona
$5.48M -$102K -1,051 -2%
CIA
108
Concurrent Investment Advisors
Florida
$5.4M +$403K +4,137 +8%
CC
109
Courier Capital
New York
$5.37M +$141K +1,445 +3%
SFO
110
Stokes Family Office
Louisiana
$5.29M +$216K +2,211 +4%
Pathstone Holdings
111
Pathstone Holdings
New Jersey
$5.25M +$724K +7,337 +16%
FCB
112
First County Bank
Connecticut
$5.22M -$178K -1,828 -3%
RA
113
Rodgers & Associates
Pennsylvania
$5.15M +$37.8K +388 +0.7%
Franklin Resources
114
Franklin Resources
California
$5.15M -$61.8K -634 -1%
OAM
115
Occidental Asset Management
California
$5.15M
CW
116
Code Waechter
Florida
$5.13M +$331K +3,397 +7%
PGFC
117
Peapack-Gladstone Financial Corp
New Jersey
$5.08M +$89.7K +920 +2%
SFC
118
Summit Financial Consulting
Michigan
$5.03M +$5.03M +51,609 New
NFC
119
Northeast Financial Consultants
Connecticut
$5.03M -$123K -1,266 -2%
CastleKeep Investment Advisors
120
CastleKeep Investment Advisors
Connecticut
$4.99M +$2.45M +25,150 +96%
AWP
121
Accretive Wealth Partners
New Jersey
$4.99M +$527K +5,710 +12%
SFS
122
Sowell Financial Services
Arkansas
$4.98M +$146K +1,501 +3%
QC
123
Quent Capital
New York
$4.97M +$338K +3,471 +7%
SPC
124
Sigma Planning Corp
Michigan
$4.85M +$2.92K +30 +0.1%
CAM
125
Cresset Asset Management
Illinois
$4.82M -$13.4K -137 -0.3%