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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.

New
Increased
Maintained
Reduced
Closed
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 %
SL
126
Salomon & Ludwin
Virginia
$4.55M -$163K -1,672 -3%
SCG
127
Sonata Capital Group
Washington
$4.53M +$240K +2,461 +6%
FFA
128
Farther Finance Advisors
California
$4.49M +$2.06M +21,057 +84%
CGA
129
Crescent Grove Advisors
Illinois
$4.48M
PAI
130
Pittenger & Anderson Inc
Nebraska
$4.45M
ACIM
131
Azimuth Capital Investment Management
Michigan
$4.44M -$102K -1,050 -2%
LFAS
132
Level Four Advisory Services
Texas
$4.43M
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$4.41M -$34.6M -355,097 -89%
EWM
134
Empirical Wealth Management
Washington
$4.4M +$169K +1,738 +4%
UFF
135
USA Financial Formulas
Michigan
$4.34M +$4.34M +44,550 New
LFS
136
Lutz Financial Services
Nebraska
$4.31M +$15K +154 +0.3%
DIP
137
DT Investment Partners
Pennsylvania
$4.28M
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$4.27M -$957K -9,818 -18%
PFGIA
139
Patriot Financial Group Insurance Agency
Massachusetts
$4.25M +$319K +3,277 +8%
EK
140
Evensky & Katz
Florida
$4.23M -$41.3K -424 -1%
ASN
141
Advisory Services Network
Georgia
$4.22M -$134K -1,373 -3%
PA
142
Parallel Advisors
California
$4.18M -$32.8K -337 -0.8%
CFG
143
Clayton Financial Group
Missouri
$4.13M +$18.2K +187 +0.4%
Citadel Advisors
144
Citadel Advisors
Florida
$4.11M +$3.41M +34,972 +483%
CCFM
145
Clear Creek Financial Management
Washington
$4.09M -$6.03M -61,879 -60%
MML Investors Services
146
MML Investors Services
Massachusetts
$4.04M -$810K -8,314 -17%
EFM
147
Eley Financial Management
Vermont
$4M +$354K +3,630 +10%
GLLW
148
Graves Light Lenhart Wealth
Virginia
$3.96M -$5.07K -52 -0.1%
BEC
149
Blue Edge Capital
Virginia
$3.95M -$1.85M -18,988 -32%
SP
150
Sequent Planning
Nebraska
$3.92M +$335K +3,438 +9%