IJS icon

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
SWM
251
SigFig Wealth Management
California
$1.5M
HW
252
Hancock Whitney
Mississippi
$1.49M
FHB
253
First Hawaiian Bank
Hawaii
$1.48M
WTC
254
WhitTier Trust Company
Nevada
$1.46M
AIS
255
American Investment Services
Massachusetts
$1.45M
HOWA
256
Hudson Oak Wealth Advisory
New Jersey
$1.45M
GA
257
GFS Advisors
Texas
$1.44M
SG
258
StoneX Group
New York
$1.44M
SA
259
Sanctuary Advisors
Indiana
$1.41M
CHJWM
260
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.39M
PG
261
Prostatis Group
Maryland
$1.39M
AWM
262
AE Wealth Management
Kansas
$1.38M
AA
263
Alesco Advisors
New York
$1.38M
VT
264
Vise Technologies
New York
$1.38M
EWP
265
Elevation Wealth Partners
California
$1.37M
DADC
266
D.A. Davidson & Co
Montana
$1.36M
FWP
267
FAS Wealth Partners
Kansas
$1.34M
OA
268
Operose Advisors
Wisconsin
$1.32M
AFG
269
Atomi Financial Group
New York
$1.31M
LSA
270
Lansing Street Advisors
Pennsylvania
$1.31M
TIAA Trust, National Association
271
TIAA Trust, National Association
North Carolina
$1.3M
SQA
272
Simon Quick Advisors
New Jersey
$1.3M
Marshall Wace
273
Marshall Wace
United Kingdom
$1.28M
BFA
274
Bragg Financial Advisors
North Carolina
$1.26M
TF
275
Tompkins Financial
New York
$1.26M