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iShares S&P Small-Cap 600 Value ETF

812 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 88 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
812
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
CIBC Private Wealth Group
276
CIBC Private Wealth Group
Georgia
$1.25M
MA
277
MCF Advisors
Kentucky
$1.24M
VCM
278
Versant Capital Management
Arizona
$1.22M
D
279
Dentgroup
Louisiana
$1.21M
AllianceBernstein
280
AllianceBernstein
Tennessee
$1.17M
IPW
281
Intergy Private Wealth
Colorado
$1.17M
Citigroup
282
Citigroup
New York
$1.17M
PA
283
Planning Alternatives
Michigan
$1.17M
TNB
284
Thomasville National Bank
Georgia
$1.15M
IFO
285
Independent Family Office
New York
$1.15M
3IP
286
3Chopt Investment Partners
Virginia
$1.15M
HBW
287
Hazlett, Burt & Watson
West Virginia
$1.11M
ANBT
288
American National Bank & Trust
Texas
$1.11M
BSB
289
Bangor Savings Bank
Maine
$1.11M
CAM
290
Campion Asset Management
Virginia
$1.11M
SIMC
291
Squire Investment Management Company
Utah
$1.11M
NFG
292
Nations Financial Group
Iowa
$1.1M
TIM
293
Thompson Investment Management
Wisconsin
$1.07M
BFC
294
Bedel Financial Consulting
Indiana
$1.06M
GRP
295
Global Retirement Partners
California
$1.05M
WMP
296
Wealth Management Partners
Arizona
$1.05M
CAG
297
Crestwood Advisors Group
Massachusetts
$1.04M
PAA
298
Peregrine Asset Advisers
Oregon
$1.03M
USCWA
299
U.S. Capital Wealth Advisors
Texas
$1.02M
CL
300
Choreo LLC
Illinois
$1.02M