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iShares S&P Small-Cap 600 Value ETF

824 hedge funds and large institutions have $3.97B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 227 increasing their positions, 288 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% more capital invested

Capital invested by funds: $3.94B → $3.97B (+$32.6M)

0.21% less ownership

Funds ownership: 59.15%58.94% (-0.21%)

21% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 288

Holders
824
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
CL
301
Choreo LLC
Illinois
$1.02M
BGAI
302
Bruce G. Allen Investments
Colorado
$1.02M
RIA
303
Regal Investment Advisors
Michigan
$1.02M
PFG
304
Pacific Financial Group
Washington
$1.01M
PA
305
Powerhouse Assets
Massachusetts
$1.01M
MFC
306
Morris Financial Concepts
South Carolina
$1.01M
TPCW
307
TD Private Client Wealth
New York
$1.01M
CA
308
Claro Advisors
Massachusetts
$1M
NSG
309
Nalls Sherbakoff Group
Tennessee
$1M
PFBT
310
Parkside Financial Bank & Trust
Missouri
$997K
MLIC
311
Mandatum Life Insurance Company
Finland
$991K
VCS
312
Vaughan & Co Securities
New Jersey
$976K
BBHC
313
Brown Brothers Harriman & Co
New York
$974K
AWP
314
Axis Wealth Partners
Rhode Island
$961K
WPC
315
Wedmont Private Capital
Pennsylvania
$957K
ATC
316
Argent Trust Co
Tennessee
$953K
DBIA
317
Dumont & Blake Investment Advisors
New Jersey
$943K
RDFA
318
Ritter Daniher Financial Advisory
Ohio
$939K
GVAG
319
Great Valley Advisor Group
Delaware
$939K
TSW
320
Thompson Siegel & Walmsley
Virginia
$937K
William Blair & Company
321
William Blair & Company
Illinois
$935K
EMC
322
Everest Management Corp
California
$934K
PIMG
323
Patriot Investment Management Group
Tennessee
$933K
CKAIS
324
Christensen King & Associates Investment Services
Washington
$932K
SWP
325
Stratos Wealth Partners
Ohio
$929K