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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 %
EWA
151
EP Wealth Advisors
California
$3.91M -$567K -5,821 -13%
ATPW
152
Ashton Thomas Private Wealth
Arizona
$3.91M +$2.34K +24 +0.1%
Natixis Advisors
153
Natixis Advisors
Massachusetts
$3.88M +$332K +3,409 +9%
FCFC
154
First Citizens Financial Corp
Iowa
$3.86M -$13.2K -135 -0.3%
PAG
155
Private Advisor Group
New Jersey
$3.85M -$221K -2,266 -5%
CA
156
Centerpoint Advisors
Massachusetts
$3.84M -$38.1K -391 -1%
BWM
157
BKM Wealth Management
Wisconsin
$3.8M -$33.3K -342 -0.9%
FFG
158
Fortress Financial Group
Minnesota
$3.79M +$155K +1,585 +4%
LC
159
LTG Capital
Massachusetts
$3.79M -$222K -2,282 -6%
AWE
160
Avidian Wealth Enterprises
Texas
$3.77M -$131K -1,341 -3%
BHIA
161
Birch Hill Investment Advisors
Massachusetts
$3.63M -$301K -3,092 -8%
1IA
162
1834 Investment Advisors
Wisconsin
$3.62M -$142K -1,455 -4%
GT
163
Greenleaf Trust
Michigan
$3.53M -$807K -8,280 -19%
EC
164
Elequin Capital
New York
$3.52M +$3.52M +36,064 New
KAS
165
Kestra Advisory Services
Texas
$3.51M -$228K -2,340 -6%
SLT
166
St Louis Trust
Missouri
$3.47M +$292 +3 +0%
TYCC
167
Texas Yale Capital Corp
Florida
$3.44M
SFA
168
Salus Financial Advisors
Colorado
$3.4M +$175K +1,797 +5%
TRCT
169
Tower Research Capital (TRC)
New York
$3.37M +$3.21M +32,886 +1,963%
HNB
170
Huntington National Bank
Ohio
$3.31M -$2.34M
Thrivent Financial for Lutherans
171
Thrivent Financial for Lutherans
Minnesota
$3.21M +$221K +2,272 +7%
BFM
172
Broadview Financial Management
Wisconsin
$3.12M -$21.4K -220 -0.7%
I
173
InvesTrust
Oklahoma
$3.06M +$16.6K +170 +0.5%
KDA
174
Kraft Davis & Associates
Missouri
$3.03M +$443K +4,993 +17%
SWA
175
SOA Wealth Advisors
New York
$3M -$42.4K -435 -1%