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

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

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$41.1M
2
WIA
World Investment Advisors
California
$18.9M
3
LPL Financial
LPL Financial
California
$84.3M
4
MMRF
Michelson Medical Research Foundation
California
$12.7M
5
Ameriprise
Ameriprise
Minnesota
$89.9M

Top Sellers

1
M&T Bank
M&T Bank
New York
$63.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.41M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$225M
4
Bank of America
Bank of America
North Carolina
$314M
5
CP
Covenant Partners
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ATI
201
ARK & TLK Investments
Oklahoma
$2.24M +$2.05K +21 +0.1%
QWM
202
Quadcap Wealth Management
Texas
$2.22M -$182K -1,871 -8%
OC
203
Oarsman Capital
Wisconsin
$2.22M -$191K -1,960 -8%
ITC
204
Inspire Trust Company
Nevada
$2.14M +$195K +2,000 +10%
LFG
205
Larson Financial Group
Missouri
$2.14M -$44.5K -456 -2%
TSWM
206
Triangle Securities Wealth Management
North Carolina
$2.13M +$24.6K +252 +1%
WB
207
WesBanco Bank
West Virginia
$2.12M +$40.7K +418 +2%
AWM
208
Avior Wealth Management
Nebraska
$2.11M +$124K +1,274 +6%
BIM
209
Bridges Investment Management
Nebraska
$2.11M -$26K -267 -1%
PP
210
PrairieView Partners
Minnesota
$2.07M -$42.4K -435 -2%
IA
211
IFP Advisors
Florida
$2.05M +$55.4K +568 +3%
ABWM
212
Alpine Bank Wealth Management
Colorado
$2.04M +$2.04M +20,900 New
BF
213
Baring Financial
Washington
$2.02M +$401K +4,112 +25%
LF
214
LifeSteps Financial
California
$2.01M +$106K +1,086 +6%
Bank of New York Mellon
215
Bank of New York Mellon
New York
$2M -$339K -3,477 -14%
TFG
216
Taylor Financial Group
Virginia
$2M +$79.5K +816 +4%
SAM
217
Strive Asset Management
Ohio
$1.96M -$658K -6,751 -25%
MWM
218
Modern Wealth Management
Kansas
$1.96M +$1.51M +15,462 +333%
SIA
219
Soltis Investment Advisors
Utah
$1.93M -$888K -9,111 -31%
FMC
220
First Merchants Corp
Indiana
$1.93M -$1.55M -15,926 -45%
FAIM
221
Financial Advocates Investment Management
Washington
$1.93M -$107K -1,099 -5%
PSCM
222
Per Stirling Capital Management
Texas
$1.88M -$88.7K -910 -5%
FHC
223
First Heartland Consultants
Missouri
$1.82M -$263K -2,698 -13%
GIM
224
Goelzer Investment Management
Indiana
$1.81M +$877 +9 +0%
SAM
225
Sequent Asset Management
Texas
$1.79M – – –
7 8
9
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