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iShares S&P Small-Cap 600 Value ETF

780 hedge funds and large institutions have $3.9B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 217 increasing their positions, 286 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

1% more funds holding

Funds holding: 771780 (+9)

0.56% less ownership

Funds ownership: 59.08%58.52% (-0.56%)

24% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 286

Holders
780
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.83M
Puts
$1.65M
Net Calls
Net Calls Change

Top Buyers

1 +$39.2M
2 +$23.1M
3 +$14.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$13.2M
5
UBS Group
UBS Group
Switzerland
+$8.95M

Top Sellers

1 -$24.6M
2 -$22.5M
3 -$14.1M
4
RIM
Redwood Investment Management
Arizona
-$10.2M
5
Goldman Sachs
Goldman Sachs
New York
-$9.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$1.75M
AM
227
AGF Management
Ontario, Canada
$1.73M
PAS
228
PKS Advisory Services
New York
$1.68M
SB
229
Strategic Blueprint
Georgia
$1.67M
SP
230
Sequent Planning
Nebraska
$1.66M
PWA
231
Physician Wealth Advisors
Utah
$1.66M
FHB
232
First Hawaiian Bank
Hawaii
$1.65M
KWMG
233
King Wealth Management Group
Florida
$1.61M
ZF
234
Zhang Financial
Michigan
$1.58M
CWM
235
Cranbrook Wealth Management
Michigan
$1.57M
CCB
236
Country Club Bank
Missouri
$1.57M
T. Rowe Price Associates
237
T. Rowe Price Associates
Maryland
$1.57M
LKWM
238
Lee-Kelleher Wealth Management
Maryland
$1.56M
CHC
239
City Holding Co
West Virginia
$1.54M
TFA
240
Tobias Financial Advisors
Florida
$1.52M
KFC
241
Klingenstein Fields & Co
New York
$1.52M
PWMAG
242
Pinnacle Wealth Management Advisory Group
New Jersey
$1.48M
SQA
243
Simon Quick Advisors
New Jersey
$1.48M
SG
244
StoneX Group
New York
$1.45M
SA
245
Sanctuary Advisors
Indiana
$1.44M
AIS
246
American Investment Services
Massachusetts
$1.43M
WTC
247
WhitTier Trust Company
Nevada
$1.42M
Jane Street
248
Jane Street
New York
$1.41M
GA
249
GFS Advisors
Texas
$1.4M
PFG
250
Pacific Financial Group
Washington
$1.38M