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iShares S&P Small-Cap 600 Value ETF

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.

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
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
151
Kestra Advisory Services
Texas
$3.63M +$53.9K +542 +2%
CA
152
Centerpoint Advisors
Massachusetts
$3.62M -$300K -3,013 -8%
GT
153
Greenleaf Trust
Michigan
$3.6M -$2.49K -25 -0.1%
HNB
154
Huntington National Bank
Ohio
$3.58M -$3.31M
EWA
155
EP Wealth Advisors
California
$3.58M -$417K -4,191 -10%
1IA
156
1834 Investment Advisors
Wisconsin
$3.54M -$153K -1,533 -4%
TYCC
157
Texas Yale Capital Corp
Florida
$3.51M -$6.57K -66 -0.2%
AIM
158
Access Investment Management
Georgia
$3.49M +$3.49M +35,050 New
Thrivent Financial for Lutherans
159
Thrivent Financial for Lutherans
Minnesota
$3.42M +$142K +1,424 +4%
OPW
160
Oxler Private Wealth
New York
$3.35M -$3.38M -33,967 -50%
EK
161
Evensky & Katz
Florida
$3.35M -$962K -9,672 -22%
LCM
162
Liberty Capital Management
Michigan
$3.19M +$163K +1,642 +5%
BFM
163
Broadview Financial Management
Wisconsin
$3.11M -$73.7K -741 -2%
ITC
164
Inspire Trust Company
Nevada
$3.08M +$895K +9,000 +41%
TRCT
165
Tower Research Capital (TRC)
New York
$3.04M -$394K -3,962 -11%
I
166
InvesTrust
Oklahoma
$3.03M -$101K -1,012 -3%
MFG
167
Mainsail Financial Group
Washington
$3.01M +$97.9K +966 +3%
MCWS
168
McKinley Carter Wealth Services
West Virginia
$2.98M +$374K +3,756 +14%
AQR Capital Management
169
AQR Capital Management
Connecticut
$2.93M +$2.21M +22,234 +307%
ATPW
170
Ashton Thomas Private Wealth
Arizona
$2.92M -$1.07M -10,732 -27%
BHIA
171
Birch Hill Investment Advisors
Massachusetts
$2.88M -$830K -8,338 -22%
SWA
172
SOA Wealth Advisors
New York
$2.86M -$197K -1,982 -6%
UB
173
UMB Bank
Missouri
$2.8M -$195K -1,963 -7%
TIM
174
Tortoise Investment Management
New York
$2.75M +$59.4K +597 +2%
NA
175
NewEdge Advisors
Louisiana
$2.73M +$1.45M +14,620 +114%