We are live on ! Find out more
IJS icon

iShares S&P Small-Cap 600 Value ETF

840 hedge funds and large institutions have $4.75B invested in iShares S&P Small-Cap 600 Value ETF in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 232 increasing their positions, 291 reducing their positions, and 52 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 ownership

Funds ownership:

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1% more funds holding

Funds holding: 835840 (+5)

20% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 291

Holders
840
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.76M
Puts
$272K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
251
Wealthspire Advisors (New York)
New York
$1.89M
AM
252
AGF Management
Ontario, Canada
$1.8M
PAS
253
PKS Advisory Services
New York
$1.8M
WAM
254
WealthCare Asset Management
Missouri
$1.77M
IWM
255
IHT Wealth Management
Illinois
$1.74M
CHC
256
City Holding Co
West Virginia
$1.73M
HIS
257
Harvest Investment Services
Illinois
$1.73M
PWA
258
Physician Wealth Advisors
Utah
$1.7M
LKWM
259
Lee-Kelleher Wealth Management
Maryland
$1.7M
ZF
260
Zhang Financial
Michigan
$1.69M
T. Rowe Price Associates
261
T. Rowe Price Associates
Maryland
$1.68M
SWM
262
SigFig Wealth Management
California
$1.65M
FNBOO
263
First National Bank of Omaha
Nebraska
$1.64M
AQR Capital Management
264
AQR Capital Management
Connecticut
$1.64M
CWM
265
Cranbrook Wealth Management
Michigan
$1.64M
KFC
266
Klingenstein Fields & Co
New York
$1.63M
TFA
267
Tobias Financial Advisors
Florida
$1.63M
CHJWM
268
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.6M
SIA
269
Soltis Investment Advisors
Utah
$1.6M
KWMG
270
King Wealth Management Group
Florida
$1.59M
AMPWP
271
Alvarez & Marsal Private Wealth Partners
Florida
$1.58M
MYIA
272
Mount Yale Investment Advisors
Colorado
$1.57M
FHB
273
First Hawaiian Bank
Hawaii
$1.52M
HOWA
274
Hudson Oak Wealth Advisory
New Jersey
$1.51M
SA
275
Sanctuary Advisors
Indiana
$1.49M