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iShares S&P Small-Cap 600 Value ETF

811 hedge funds and large institutions have $3.96B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 226 increasing their positions, 286 reducing their positions, and 39 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 funds holding

Funds holding:

1.41% more ownership

Funds ownership: 59.1%60.51% (+1.4%)

1% more capital invested

Capital invested by funds: $3.94B → $3.96B (+$27.4M)

21% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 286

Holders
811
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.04M
Puts
$353K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RC
226
Rovin Capital
Arizona
$1.91M
HC
227
Hurley Capital
New York
$1.91M
WP
228
WealthShield Partners
North Carolina
$1.89M
KL
229
Keenan LLC
Massachusetts
$1.85M
WANY
230
Wealthspire Advisors (New York)
New York
$1.84M
SP
231
Sequent Planning
Nebraska
$1.83M
BlackRock
232
BlackRock
New York
$1.8M
IWM
233
IHT Wealth Management
Illinois
$1.79M
AM
234
AGF Management
Ontario, Canada
$1.78M
PAS
235
PKS Advisory Services
New York
$1.76M
Envestnet Portfolio Solutions
236
Envestnet Portfolio Solutions
Illinois
$1.76M
PWA
237
Physician Wealth Advisors
Utah
$1.68M
HWM
238
HB Wealth Management
Georgia
$1.68M
FNBOO
239
First National Bank of Omaha
Nebraska
$1.63M
ZF
240
Zhang Financial
Michigan
$1.63M
CWM
241
Cranbrook Wealth Management
Michigan
$1.61M
T. Rowe Price Associates
242
T. Rowe Price Associates
Maryland
$1.61M
LKWM
243
Lee-Kelleher Wealth Management
Maryland
$1.61M
CHC
244
City Holding Co
West Virginia
$1.59M
KWMG
245
King Wealth Management Group
Florida
$1.58M
TFA
246
Tobias Financial Advisors
Florida
$1.56M
KFC
247
Klingenstein Fields & Co
New York
$1.56M
PWMAG
248
Pinnacle Wealth Management Advisory Group
New Jersey
$1.53M
AMPWP
249
Alvarez & Marsal Private Wealth Partners
Florida
$1.52M
AQR Capital Management
250
AQR Capital Management
Connecticut
$1.5M