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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
SFA
151
Salus Financial Advisors
Colorado
$3.66M
KAS
152
Kestra Advisory Services
Texas
$3.63M
CA
153
Centerpoint Advisors
Massachusetts
$3.62M
GT
154
Greenleaf Trust
Michigan
$3.6M
HNB
155
Huntington National Bank
Ohio
$3.58M
EWA
156
EP Wealth Advisors
California
$3.58M
1IA
157
1834 Investment Advisors
Wisconsin
$3.54M
TYCC
158
Texas Yale Capital Corp
Florida
$3.51M
AIM
159
Access Investment Management
Georgia
$3.49M
Thrivent Financial for Lutherans
160
Thrivent Financial for Lutherans
Minnesota
$3.42M
OPW
161
Oxler Private Wealth
New York
$3.35M
EK
162
Evensky & Katz
Florida
$3.35M
LCM
163
Liberty Capital Management
Michigan
$3.19M
BFM
164
Broadview Financial Management
Wisconsin
$3.11M
ITC
165
Inspire Trust Company
Nevada
$3.08M
TRCT
166
Tower Research Capital (TRC)
New York
$3.04M
I
167
InvesTrust
Oklahoma
$3.03M
MFG
168
Mainsail Financial Group
Washington
$3.01M
MCWS
169
McKinley Carter Wealth Services
West Virginia
$2.98M
AQR Capital Management
170
AQR Capital Management
Connecticut
$2.93M
ATPW
171
Ashton Thomas Private Wealth
Arizona
$2.92M
BHIA
172
Birch Hill Investment Advisors
Massachusetts
$2.88M
SWA
173
SOA Wealth Advisors
New York
$2.86M
UB
174
UMB Bank
Missouri
$2.8M
TIM
175
Tortoise Investment Management
New York
$2.75M