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iShares S&P Small-Cap 600 Value ETF

769 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 65 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
769
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
TIM
176
Tortoise Investment Management
New York
$2.75M
NA
177
NewEdge Advisors
Louisiana
$2.73M
FFA
178
Farther Finance Advisors
California
$2.69M
FIA
179
Foundations Investment Advisors
Arizona
$2.66M
UWPG
180
Ullmann Wealth Partners Group
Florida
$2.65M
CPA
181
Cardiff Park Advisors
California
$2.64M
NCM
182
Neumann Capital Management
California
$2.64M
BP
183
Ballentine Partners
Massachusetts
$2.59M
OWA
184
One Wealth Advisors
California
$2.58M
EH
185
Equitable Holdings
New York
$2.56M
BCM
186
Becker Capital Management
Oregon
$2.55M
PA
187
Pinnacle Associates
New York
$2.54M
AWA
188
Arkadios Wealth Advisors
Georgia
$2.52M
FPAS
189
Focus Partners Advisor Solutions
Missouri
$2.5M
MCA
190
MSH Capital Advisors
Arizona
$2.49M
AWP
191
Astra Wealth Partners
New Jersey
$2.42M
TIA
192
Tiemann Investment Advisors
California
$2.41M
Bank of New York Mellon
193
Bank of New York Mellon
New York
$2.4M
MT
194
Midwest Trust
Kansas
$2.35M
ATI
195
ARK & TLK Investments
Oklahoma
$2.28M
WB
196
WesBanco Bank
West Virginia
$2.27M
QWM
197
Quadcap Wealth Management
Texas
$2.25M
TSWM
198
Triangle Securities Wealth Management
North Carolina
$2.22M
BF
199
Baring Financial
Washington
$2.2M
AWM
200
Avior Wealth Management
Nebraska
$2.17M