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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
-24
Holders Change %
-3.05%
% of All Funds
10.25%
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

Top Buyers

1
AAP
Arax Advisory Partners
Colorado
$22.5M
2
MWM
Modera Wealth Management
New Jersey
$84.6M
3
Morgan Stanley
Morgan Stanley
New York
$355M
4
RIM
Redwood Investment Management
Arizona
$10.2M
5
Brown Advisory
Brown Advisory
Maryland
$10.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$115M
2
RFC
Regions Financial Corp
Alabama
$49.2M
3
Ameriprise
Ameriprise
Minnesota
$66.9M
4
WIA
World Investment Advisors
California
$751K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$28.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
176
Farther Finance Advisors
California
$2.69M -$1.89M -19,043 -41%
FIA
177
Foundations Investment Advisors
Arizona
$2.66M +$2.66M +26,761 New
UWPG
178
Ullmann Wealth Partners Group
Florida
$2.65M +$995K +10,000 +60%
CPA
179
Cardiff Park Advisors
California
$2.64M +$4.48K +45 +0.2%
NCM
180
Neumann Capital Management
California
$2.64M +$104K +1,050 +4%
BP
181
Ballentine Partners
Massachusetts
$2.59M -$58.9K -592 -2%
OWA
182
One Wealth Advisors
California
$2.58M -$86.8K -872 -3%
EH
183
Equitable Holdings
New York
$2.56M +$116K +1,167 +5%
BCM
184
Becker Capital Management
Oregon
$2.55M – – –
PA
185
Pinnacle Associates
New York
$2.54M -$143K -1,436 -5%
AWA
186
Arkadios Wealth Advisors
Georgia
$2.52M +$2.11M +21,206 +510%
FPAS
187
Focus Partners Advisor Solutions
Missouri
$2.5M +$111K +1,116 +5%
MCA
188
MSH Capital Advisors
Arizona
$2.49M +$28.9K +290 +1%
AWP
189
Astra Wealth Partners
New Jersey
$2.42M -$313K -3,144 -11%
TIA
190
Tiemann Investment Advisors
California
$2.41M +$63K +633 +3%
Bank of New York Mellon
191
Bank of New York Mellon
New York
$2.4M +$359K +3,605 +18%
MT
192
Midwest Trust
Kansas
$2.35M +$2.35M +23,613 New
ATI
193
ARK & TLK Investments
Oklahoma
$2.28M -$2.09K -21 -0.1%
WB
194
WesBanco Bank
West Virginia
$2.27M +$111K +1,113 +5%
QWM
195
Quadcap Wealth Management
Texas
$2.25M -$19K -191 -0.8%
TSWM
196
Triangle Securities Wealth Management
North Carolina
$2.22M +$43K +432 +2%
BF
197
Baring Financial
Washington
$2.2M +$137K +1,382 +7%
AWM
198
Avior Wealth Management
Nebraska
$2.17M +$12.9K +130 +0.6%
BIM
199
Bridges Investment Management
Nebraska
$2.15M – – –
LF
200
LifeSteps Financial
California
$2.14M +$92.5K +930 +5%
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