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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
RA
101
Rodgers & Associates
Pennsylvania
$5.54M
PGFC
102
Peapack-Gladstone Financial Corp
New Jersey
$5.54M
IF
103
Ironwood Financial
Arizona
$5.48M
WSFS
104
Wilmington Savings Fund Society
Delaware
$5.48M
CastleKeep Investment Advisors
105
CastleKeep Investment Advisors
Connecticut
$5.38M
CAM
106
Cresset Asset Management
Illinois
$5.36M
SFS
107
Sowell Financial Services
Arkansas
$5.3M
APG
108
Abacus Planning Group
South Carolina
$5.27M
SFO
109
Stokes Family Office
Louisiana
$5.21M
Franklin Resources
110
Franklin Resources
California
$5.2M
CFGA
111
Cambridge Financial Group (Arizona)
Arizona
$5.15M
MAM
112
MMA Asset Management
Pennsylvania
$5.08M
FCB
113
First County Bank
Connecticut
$5.08M
SPC
114
Sigma Planning Corp
Michigan
$5.02M
CWM
115
Congress Wealth Management
Massachusetts
$4.88M
MWM
116
Mission Wealth Management
California
$4.87M
SL
117
Salomon & Ludwin
Virginia
$4.78M
NFC
118
Northeast Financial Consultants
Connecticut
$4.69M
CGA
119
Crescent Grove Advisors
Illinois
$4.66M
ASN
120
Advisory Services Network
Georgia
$4.6M
QC
121
Quent Capital
New York
$4.6M
SCG
122
Sonata Capital Group
Washington
$4.6M
LSA
123
Lansing Street Advisors
Pennsylvania
$4.56M
PAI
124
Pittenger & Anderson Inc
Nebraska
$4.55M
LFAS
125
Level Four Advisory Services
Texas
$4.52M