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iShares S&P Small-Cap 600 Value ETF

765 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 52 funds opening new positions, 225 increasing their positions, 307 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
765
Holders Change
-24
Holders Change %
-3.04%
% of All Funds
10.26%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.19%
New
52
Increased
225
Reduced
307
Closed
63
Calls
$2.9M
Puts
$3.81M
Net Calls
-$915K
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Shares
Change %
LF
201
LifeSteps Financial
California
$2.14M +$92.5K +930 +5%
Northern Trust
202
Northern Trust
Illinois
$2.13M -$334K -3,362 -14%
ABC
203
Associated Banc-Corp
Wisconsin
$2.12M -$407K -4,091 -16%
SF
204
Summit Financial
New Jersey
$2.12M -$396K -3,983 -16%
PP
205
PrairieView Partners
Minnesota
$2.09M -$15.1K -152 -0.7%
ABWM
206
Alpine Bank Wealth Management
Colorado
$2.08M
TFG
207
Taylor Financial Group
Virginia
$2.07M +$36.4K +366 +2%
CPC
208
CFC Planning Company
Indiana
$2.07M +$690K +6,940 +50%
SIA
209
Soltis Investment Advisors
Utah
$2.02M +$43.8K +440 +2%
GJIA
210
Glass Jacobson Investment Advisors
Maryland
$2.02M -$270K -2,713 -12%
OC
211
Oarsman Capital
Wisconsin
$2M -$268K -2,690 -12%
SLT
212
St Louis Trust
Missouri
$1.99M -$1.55M -15,619 -44%
CWP
213
Corepath Wealth Partners
Arizona
$1.99M -$85.5K -824 -4%
LFG
214
Larson Financial Group
Missouri
$1.98M -$199K -1,998 -9%
Citigroup
215
Citigroup
New York
$1.97M +$205K +2,065 +12%
FMC
216
First Merchants Corp
Indiana
$1.94M -$35.8K -360 -2%
BWS
217
Buck Wealth Strategies
Colorado
$1.9M +$690K +6,937 +57%
GIM
218
Goelzer Investment Management
Indiana
$1.85M +$1.19K +12 +0.1%
NL
219
NWAM LLC
Washington
$1.85M +$28.6K +281 +2%
UB
220
Umpqua Bank
Oregon
$1.85M +$699K +6,773 +61%
SAM
221
Sequent Asset Management
Texas
$1.83M
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$1.82M +$215K +2,159 +13%
KDA
223
Kraft Davis & Associates
Missouri
$1.81M -$1.73M -16,683 -49%
SCA
224
Stillwater Capital Advisors
Pennsylvania
$1.8M +$11.9K +120 +0.7%
NWAG
225
Net Worth Advisory Group
Utah
$1.78M +$1.78M +17,940 New