IJS icon

iShares S&P Small-Cap 600 Value ETF

830 hedge funds and large institutions have $4.73B invested in iShares S&P Small-Cap 600 Value ETF in 2026 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 228 increasing their positions, 283 reducing their positions, and 53 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:

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0% less funds holding

Funds holding: 833830 (-3)

19% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 283

Holders
830
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
$1.76M
Puts
$272K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
251
IHT Wealth Management
Illinois
$1.74M
CHC
252
City Holding Co
West Virginia
$1.73M
HIS
253
Harvest Investment Services
Illinois
$1.73M
PWA
254
Physician Wealth Advisors
Utah
$1.7M
LKWM
255
Lee-Kelleher Wealth Management
Maryland
$1.7M
ZF
256
Zhang Financial
Michigan
$1.69M
T. Rowe Price Associates
257
T. Rowe Price Associates
Maryland
$1.68M
SWM
258
SigFig Wealth Management
California
$1.65M
FNBOO
259
First National Bank of Omaha
Nebraska
$1.64M
AQR Capital Management
260
AQR Capital Management
Connecticut
$1.64M
CWM
261
Cranbrook Wealth Management
Michigan
$1.64M
KFC
262
Klingenstein Fields & Co
New York
$1.63M
TFA
263
Tobias Financial Advisors
Florida
$1.63M
CHJWM
264
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.6M
SIA
265
Soltis Investment Advisors
Utah
$1.6M
KWMG
266
King Wealth Management Group
Florida
$1.59M
AMPWP
267
Alvarez & Marsal Private Wealth Partners
Florida
$1.58M
MYIA
268
Mount Yale Investment Advisors
Colorado
$1.57M
FHB
269
First Hawaiian Bank
Hawaii
$1.52M
HOWA
270
Hudson Oak Wealth Advisory
New Jersey
$1.51M
SA
271
Sanctuary Advisors
Indiana
$1.49M
PWMAG
272
Pinnacle Wealth Management Advisory Group
New Jersey
$1.48M
WTC
273
WhitTier Trust Company
Nevada
$1.48M
AIS
274
American Investment Services
Massachusetts
$1.47M
CBU
275
CIBC Bancorp USA
Illinois
$1.44M