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iShares S&P Small-Cap 600 Value ETF

783 hedge funds and large institutions have $3.94B 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, 219 increasing their positions, 285 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 771783 (+12)

0.02% more ownership

Funds ownership: 59.08%59.1% (+0.02%)

23% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 285

Holders
783
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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 +$37.7M
2 +$22.2M
3 +$14M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$12.7M
5
UBS Group
UBS Group
Switzerland
+$8.59M

Top Sellers

1 -$23.6M
2 -$22.5M
3 -$13.5M
4
RIM
Redwood Investment Management
Arizona
-$10.2M
5
Goldman Sachs
Goldman Sachs
New York
-$9.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
226
Envestnet Portfolio Solutions
Illinois
$1.75M
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$1.75M
AM
228
AGF Management
Ontario, Canada
$1.73M
PAS
229
PKS Advisory Services
New York
$1.68M
SB
230
Strategic Blueprint
Georgia
$1.67M
SP
231
Sequent Planning
Nebraska
$1.66M
PWA
232
Physician Wealth Advisors
Utah
$1.66M
FHB
233
First Hawaiian Bank
Hawaii
$1.65M
KWMG
234
King Wealth Management Group
Florida
$1.61M
ZF
235
Zhang Financial
Michigan
$1.58M
CWM
236
Cranbrook Wealth Management
Michigan
$1.57M
CCB
237
Country Club Bank
Missouri
$1.57M
T. Rowe Price Associates
238
T. Rowe Price Associates
Maryland
$1.57M
LKWM
239
Lee-Kelleher Wealth Management
Maryland
$1.56M
CHC
240
City Holding Co
West Virginia
$1.54M
TFA
241
Tobias Financial Advisors
Florida
$1.52M
KFC
242
Klingenstein Fields & Co
New York
$1.52M
PWMAG
243
Pinnacle Wealth Management Advisory Group
New Jersey
$1.48M
SQA
244
Simon Quick Advisors
New Jersey
$1.48M
SG
245
StoneX Group
New York
$1.45M
SA
246
Sanctuary Advisors
Indiana
$1.44M
AIS
247
American Investment Services
Massachusetts
$1.43M
WTC
248
WhitTier Trust Company
Nevada
$1.42M
Jane Street
249
Jane Street
New York
$1.41M
GA
250
GFS Advisors
Texas
$1.4M