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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

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

Top Buyers

1
AAP
1
Arax Advisory Partners
Colorado
$22.5M
2
MWM
2
Modera Wealth Management
New Jersey
$84.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$355M
4
RIM
4
Redwood Investment Management
Arizona
$10.2M
5
Brown Advisory
5
Brown Advisory
Maryland
$10.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$115M
2
RFC
2
Regions Financial Corp
Alabama
$49.2M
3
Ameriprise
3
Ameriprise
Minnesota
$66.9M
4
WIA
4
World Investment Advisors
California
$751K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
101
Rodgers & Associates
Pennsylvania
$5.54M +$281K +2,820 +5%
PGFC
102
Peapack-Gladstone Financial Corp
New Jersey
$5.54M +$355K +3,566 +7%
IF
103
Ironwood Financial
Arizona
$5.48M – – –
WSFS
104
Wilmington Savings Fund Society
Delaware
$5.48M -$1.28M -12,885 -19%
CastleKeep Investment Advisors
105
CastleKeep Investment Advisors
Connecticut
$5.38M +$280K +2,819 +6%
CAM
106
Cresset Asset Management
Illinois
$5.36M +$432K +4,347 +9%
SFS
107
Sowell Financial Services
Arkansas
$5.3M +$217K +2,186 +4%
APG
108
Abacus Planning Group
South Carolina
$5.27M +$2.52M +25,344 +92%
SFO
109
Stokes Family Office
Louisiana
$5.21M -$190K -1,914 -4%
Franklin Resources
110
Franklin Resources
California
$5.2M -$61.1K -614 -1%
MAM
111
MMA Asset Management
Pennsylvania
$5.08M +$4.79M +48,189 +1,675%
FCB
112
First County Bank
Connecticut
$5.08M -$249K -2,506 -5%
SPC
113
Sigma Planning Corp
Michigan
$5.02M +$70.9K +713 +1%
CWM
114
Congress Wealth Management
Massachusetts
$4.88M +$4.28M +43,001 +710%
MWM
115
Mission Wealth Management
California
$4.87M -$972K -9,774 -17%
SL
116
Salomon & Ludwin
Virginia
$4.78M -$51.2K -495 -1%
NFC
117
Northeast Financial Consultants
Connecticut
$4.69M -$438K -4,400 -9%
CGA
118
Crescent Grove Advisors
Illinois
$4.66M +$86.7K +871 +2%
ASN
119
Advisory Services Network
Georgia
$4.6M +$233K +2,311 +5%
QC
120
Quent Capital
New York
$4.6M -$472K -4,747 -9%
SCG
121
Sonata Capital Group
Washington
$4.6M -$23.7K -238 -0.5%
LSA
122
Lansing Street Advisors
Pennsylvania
$4.56M -$5.05M -50,756 -53%
PAI
123
Pittenger & Anderson Inc
Nebraska
$4.55M – – –
LFAS
124
Level Four Advisory Services
Texas
$4.52M +$99 +1 +0%
CC
125
Courier Capital
New York
$4.49M -$996K -10,010 -18%
3 4
5
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