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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
Pathstone Holdings
101
Pathstone Holdings
New Jersey
$5.56M
RA
102
Rodgers & Associates
Pennsylvania
$5.54M
PGFC
103
Peapack-Gladstone Financial Corp
New Jersey
$5.54M
IF
104
Ironwood Financial
Arizona
$5.48M
WSFS
105
Wilmington Savings Fund Society
Delaware
$5.48M
CastleKeep Investment Advisors
106
CastleKeep Investment Advisors
Connecticut
$5.38M
CAM
107
Cresset Asset Management
Illinois
$5.36M
SFS
108
Sowell Financial Services
Arkansas
$5.3M
APG
109
Abacus Planning Group
South Carolina
$5.27M
SFO
110
Stokes Family Office
Louisiana
$5.21M
Franklin Resources
111
Franklin Resources
California
$5.2M
CFGA
112
Cambridge Financial Group (Arizona)
Arizona
$5.15M
MAM
113
MMA Asset Management
Pennsylvania
$5.08M
FCB
114
First County Bank
Connecticut
$5.08M
SPC
115
Sigma Planning Corp
Michigan
$5.02M
CWM
116
Congress Wealth Management
Massachusetts
$4.88M
MWM
117
Mission Wealth Management
California
$4.87M
SL
118
Salomon & Ludwin
Virginia
$4.78M
NFC
119
Northeast Financial Consultants
Connecticut
$4.69M
CGA
120
Crescent Grove Advisors
Illinois
$4.66M
ASN
121
Advisory Services Network
Georgia
$4.6M
QC
122
Quent Capital
New York
$4.6M
SCG
123
Sonata Capital Group
Washington
$4.6M
LSA
124
Lansing Street Advisors
Pennsylvania
$4.56M
PAI
125
Pittenger & Anderson Inc
Nebraska
$4.55M