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iShares S&P Small-Cap 600 Value ETF

822 hedge funds and large institutions have $3.97B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 226 increasing their positions, 288 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% more capital invested

Capital invested by funds: $3.94B → $3.97B (+$31.8M)

0.22% less ownership

Funds ownership: 59.12%58.9% (-0.22%)

22% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 288

Holders
822
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
HC
226
Hurley Capital
New York
$1.91M
WP
227
WealthShield Partners
North Carolina
$1.89M
KL
228
Keenan LLC
Massachusetts
$1.85M
WANY
229
Wealthspire Advisors (New York)
New York
$1.84M
SP
230
Sequent Planning
Nebraska
$1.83M
BlackRock
231
BlackRock
New York
$1.8M
IWM
232
IHT Wealth Management
Illinois
$1.79M
AM
233
AGF Management
Ontario, Canada
$1.78M
PAS
234
PKS Advisory Services
New York
$1.76M
Envestnet Portfolio Solutions
235
Envestnet Portfolio Solutions
Illinois
$1.76M
PWA
236
Physician Wealth Advisors
Utah
$1.68M
HWM
237
HB Wealth Management
Georgia
$1.68M
FNBOO
238
First National Bank of Omaha
Nebraska
$1.63M
ZF
239
Zhang Financial
Michigan
$1.63M
CWM
240
Cranbrook Wealth Management
Michigan
$1.61M
T. Rowe Price Associates
241
T. Rowe Price Associates
Maryland
$1.61M
LKWM
242
Lee-Kelleher Wealth Management
Maryland
$1.61M
CHC
243
City Holding Co
West Virginia
$1.59M
KWMG
244
King Wealth Management Group
Florida
$1.58M
TFA
245
Tobias Financial Advisors
Florida
$1.56M
KFC
246
Klingenstein Fields & Co
New York
$1.56M
PWMAG
247
Pinnacle Wealth Management Advisory Group
New Jersey
$1.53M
AMPWP
248
Alvarez & Marsal Private Wealth Partners
Florida
$1.52M
AQR Capital Management
249
AQR Capital Management
Connecticut
$1.5M
SWM
250
SigFig Wealth Management
California
$1.5M