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iShares S&P Small-Cap 600 Value ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$337M 3,457,889 -84,552 -2%
Bank of America
2
Bank of America
North Carolina
$314M 3,223,193 -278,225 -8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$225M 2,313,126 -288,152 -11%
RFC
4
Regions Financial Corp
Alabama
$144M 1,472,697 -26,221 -2%
Wells Fargo
5
Wells Fargo
California
$135M 1,385,023 -17 -0%
UBS Group
6
UBS Group
Switzerland
$106M 1,088,909 -93,935 -8%
Ameriprise
7
Ameriprise
Minnesota
$89.9M 922,162 +121,334 +15%
PCIA
8
Prime Capital Investment Advisors
Kansas
$86.4M 885,958 -3,367 -0.4%
LPL Financial
9
LPL Financial
California
$84.3M 865,117 +133,573 +18%
MWM
10
Modera Wealth Management
New Jersey
$69.3M 710,681 -41,639 -6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$67.1M 687,838 -58,249 -8%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$63.9M 655,937 -13,061 -2%
M&T Bank
13
M&T Bank
New York
$63.6M 652,019 -564,151 -46%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$61.6M 631,786 +16,196 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$44.8M 459,323 -27,329 -6%
HighTower Advisors
16
HighTower Advisors
Illinois
$41.4M 424,984 +43,728 +11%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$41.1M 422,021 +368,663 +691%
Raymond James Financial
18
Raymond James Financial
Florida
$40.6M 416,904 -35,483 -8%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$39.8M 408,563 +4,686 +1%
OCM
20
One Capital Management
California
$38M 389,340 -27,076 -7%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$36.8M 377,463 +28,343 +8%
GHA
22
GW Henssler & Associates
Georgia
$32.5M 333,723 +23,801 +8%
Stifel Financial
23
Stifel Financial
Missouri
$31.9M 327,454 -25,973 -7%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$29.8M 305,464 -14,597 -5%
EWA
25
Exencial Wealth Advisors
Oklahoma
$28.8M 295,736 -3,717 -1%