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iShares S&P Small-Cap 600 Value ETF

765 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 52 funds opening new positions, 225 increasing their positions, 307 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
765
Holders Change
-24
Holders Change %
-3.04%
% of All Funds
10.26%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.19%
New
52
Increased
225
Reduced
307
Closed
63
Calls
$2.9M
Puts
$3.81M
Net Calls
-$915K
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Shares
Change %
CC
126
Courier Capital
New York
$4.49M -$996K -10,010 -18%
PFGIA
127
Patriot Financial Group Insurance Agency
Massachusetts
$4.48M +$145K +1,456 +3%
PA
128
Parallel Advisors
California
$4.48M +$210K +2,115 +5%
Jane Street
129
Jane Street
New York
$4.47M +$4.47M +44,963 New
DIP
130
DT Investment Partners
Pennsylvania
$4.37M
LFS
131
Lutz Financial Services
Nebraska
$4.37M -$27.5K -276 -0.6%
MML Investors Services
132
MML Investors Services
Massachusetts
$4.35M +$229K +2,303 +6%
SP
133
Sequent Planning
Nebraska
$4.35M +$347K +3,491 +9%
EFG
134
Ethos Financial Group
Pennsylvania
$4.31M -$5.54M -55,725 -56%
JWBC
135
J.W. Burns & Co
New York
$4.29M -$1.38M -13,864 -24%
EWM
136
Empirical Wealth Management
Washington
$4.23M -$259K -2,600 -6%
Natixis Advisors
137
Natixis Advisors
Massachusetts
$4.2M +$245K +2,459 +6%
EFM
138
Eley Financial Management
Vermont
$4.06M -$12.6K -127 -0.3%
GLLW
139
Graves Light Lenhart Wealth
Virginia
$4.04M +$3.88K +39 +0.1%
FCFC
140
First Citizens Financial Corp
Iowa
$4M +$64.9K +652 +2%
BEC
141
Blue Edge Capital
Virginia
$3.98M -$47K -472 -1%
CIA
142
Concurrent Investment Advisors
Florida
$3.95M -$1.56M -15,709 -28%
PAG
143
Private Advisor Group
New Jersey
$3.93M -$4.28K -43 -0.1%
BWM
144
BKM Wealth Management
Wisconsin
$3.92M +$41.4K +416 +1%
ACIM
145
Azimuth Capital Investment Management
Michigan
$3.86M -$673K -6,762 -15%
CFG
146
Clayton Financial Group
Missouri
$3.73M -$490K -4,930 -12%
AWE
147
Avidian Wealth Enterprises
Texas
$3.71M -$136K -1,365 -4%
SC
148
Sapient Capital
Indiana
$3.7M +$1.4M +14,054 +61%
LC
149
LTG Capital
Massachusetts
$3.69M -$181K -1,817 -5%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$3.68M -$682K -6,859 -16%