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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
BGAI
301
Bruce G. Allen Investments
Colorado
$1.02M
RIA
302
Regal Investment Advisors
Michigan
$1.02M
PFG
303
Pacific Financial Group
Washington
$1.01M
PA
304
Powerhouse Assets
Massachusetts
$1.01M
MFC
305
Morris Financial Concepts
South Carolina
$1.01M
TPCW
306
TD Private Client Wealth
New York
$1.01M
CA
307
Claro Advisors
Massachusetts
$1M
PFBT
308
Parkside Financial Bank & Trust
Missouri
$997K
MLIC
309
Mandatum Life Insurance Company
Finland
$991K
VCS
310
Vaughan & Co Securities
New Jersey
$976K
BBHC
311
Brown Brothers Harriman & Co
New York
$974K
AWP
312
Axis Wealth Partners
Rhode Island
$961K
WPC
313
Wedmont Private Capital
Pennsylvania
$957K
ATC
314
Argent Trust Co
Tennessee
$953K
DBIA
315
Dumont & Blake Investment Advisors
New Jersey
$943K
RDFA
316
Ritter Daniher Financial Advisory
Ohio
$939K
GVAG
317
Great Valley Advisor Group
Delaware
$939K
TSW
318
Thompson Siegel & Walmsley
Virginia
$937K
William Blair & Company
319
William Blair & Company
Illinois
$935K
EMC
320
Everest Management Corp
California
$934K
PIMG
321
Patriot Investment Management Group
Tennessee
$933K
CKAIS
322
Christensen King & Associates Investment Services
Washington
$932K
SWP
323
Stratos Wealth Partners
Ohio
$929K
HNWAG
324
High Net Worth Advisory Group
Florida
$898K
AC
325
Apella Capital
Connecticut
$894K