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iShares S&P Small-Cap 600 Value ETF

780 hedge funds and large institutions have $3.9B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 217 increasing their positions, 286 reducing their positions, and 49 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 funds holding in top 10

Funds holding in top 10:

1% more funds holding

Funds holding: 771780 (+9)

0.56% less ownership

Funds ownership: 59.08%58.52% (-0.56%)

24% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 286

Holders
780
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.83M
Puts
$1.65M
Net Calls
Net Calls Change

Top Buyers

1 +$39.2M
2 +$23.1M
3 +$14.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$13.2M
5
UBS Group
UBS Group
Switzerland
+$8.95M

Top Sellers

1 -$24.6M
2 -$22.5M
3 -$14.1M
4
RIM
Redwood Investment Management
Arizona
-$10.2M
5
Goldman Sachs
Goldman Sachs
New York
-$9.48M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
301
Argent Trust Co
Tennessee
$970K
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$970K
SC
303
Sepio Capital
Utah
$968K
MLIC
304
Mandatum Life Insurance Company
Finland
$963K
FPAS
305
Focus Partners Advisor Solutions
Missouri
$963K
CA
306
Claro Advisors
Massachusetts
$955K
VCS
307
Vaughan & Co Securities
New Jersey
$955K
BBHC
308
Brown Brothers Harriman & Co
New York
$947K
AWM
309
Apollon Wealth Management
South Carolina
$938K
TWP
310
Total Wealth Planning
Ohio
$929K
CKAIS
311
Christensen King & Associates Investment Services
Washington
$927K
GVAG
312
Great Valley Advisor Group
Delaware
$918K
William Blair & Company
313
William Blair & Company
Illinois
$918K
RDFA
314
Ritter Daniher Financial Advisory
Ohio
$917K
DBIA
315
Dumont & Blake Investment Advisors
New Jersey
$916K
TSW
316
Thompson Siegel & Walmsley
Virginia
$911K
PIMG
317
Patriot Investment Management Group
Tennessee
$909K
SWP
318
Stratos Wealth Partners
Ohio
$907K
WPC
319
Wedmont Private Capital
Pennsylvania
$880K
MSFS
320
Main Street Financial Solutions
Pennsylvania
$874K
HNWAG
321
High Net Worth Advisory Group
Florida
$874K
First Trust Advisors
322
First Trust Advisors
Illinois
$871K
HF
323
HRT Financial
New York
$867K
CFA
324
Cahill Financial Advisors
Minnesota
$864K
PPC
325
Park Place Capital
Alabama
$862K