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iShares S&P Small-Cap 600 Value ETF

841 hedge funds and large institutions have $4.75B invested in iShares S&P Small-Cap 600 Value ETF in 2026 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 232 increasing their positions, 291 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

549% more call options, than puts

Call options by funds: $1.76M | Put options by funds: $272K

58% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 52

19% more capital invested

Capital invested by funds: $4B → $4.75B (+$758M)

5.95% more ownership

Funds ownership: 59.31%65.25% (+5.9%)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1% more funds holding

Funds holding: 836841 (+5)

20% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 291

Holders
841
Holders Change
+5
Holders Change %
+0.6%
% of All Funds
10.36%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.22%
New
82
Increased
232
Reduced
291
Closed
52
Calls
$1.76M
Puts
$272K
Net Calls
+$1.49M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$380M +$13.2M +109,315 +4%
Bank of America
2
Bank of America
North Carolina
$373M -$11.3M -93,761 -3%
SP
3
Sherman Porfolios
Idaho
$230M +$234M +1,940,467 New
Fidelity Investments
4
Fidelity Investments
Massachusetts
$193M +$37.4M +309,552 +23%
Wells Fargo
5
Wells Fargo
California
$170M +$20.9M +173,373 +14%
UBS Group
6
UBS Group
Switzerland
$129M +$4.73M +39,193 +4%
UFF
7
USA Financial Formulas
Michigan
$110M +$112M +927,820 New
LPL Financial
8
LPL Financial
California
$103M -$3.16M -26,188 -3%
Ameriprise
9
Ameriprise
Minnesota
$100M +$16.5M +136,605 +19%
PCIA
10
Prime Capital Investment Advisors
Kansas
$91.8M -$1.17M -9,677 -1%
MWM
11
Modera Wealth Management
New Jersey
$84.3M -$3.33M -27,566 -4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$69.8M +$26.6M +220,567 +60%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$65.7M -$369K -3,058 -0.5%
M&T Bank
14
M&T Bank
New York
$65.3M -$277K -2,291 -0.4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$65.3M +$4.04M +33,430 +6%
HighTower Advisors
16
HighTower Advisors
Illinois
$59.7M +$226K +1,869 +0.4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$56.1M -$2.23M -18,469 -4%
MWM
18
Modern Wealth Management
Kansas
$48.9M +$49.3M +408,412 +11,921%
Raymond James Financial
19
Raymond James Financial
Florida
$47.4M +$10.3M +85,165 +27%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$44.5M -$793K -6,563 -2%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$43.7M +$4.58M +37,935 +11%
RFC
22
Regions Financial Corp
Alabama
$43.5M -$1.85M -15,338 -4%
WIA
23
World Investment Advisors
California
$40.6M +$5.1M +42,188 +14%
JP Morgan Chase
24
JP Morgan Chase
New York
$38M +$936K +7,746 +2%
Stifel Financial
25
Stifel Financial
Missouri
$35.9M -$357K -2,953 -1%