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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
First Trust Advisors
326
First Trust Advisors
Illinois
$893K
SC
327
Sepio Capital
Utah
$892K
FPGK
328
Financial Partners Group (Kansas)
Kansas
$891K
SDWMA
329
Schneider Downs Wealth Management Advisors
Pennsylvania
$891K
CFA
330
Cahill Financial Advisors
Minnesota
$889K
CAL
331
Capital Analysts LLC
Pennsylvania
$888K
AWM
332
Apollon Wealth Management
South Carolina
$869K
EW
333
Evoke Wealth
California
$866K
CB
334
Commerce Bank
Missouri
$850K
MSFS
335
Main Street Financial Solutions
Pennsylvania
$849K
VIA
336
Vickerman Investment Advisors
Washington
$839K
HI
337
Hyundai Investments
South Korea
$838K
AFC
338
AFT Forsyth & Company
Florida
$832K
HIA
339
Harbor Investment Advisory
Maryland
$831K
CFG
340
Citizens Financial Group
Rhode Island
$827K
GS
341
GTS Securities
New York
$826K
OCA
342
OpenArc Corporate Advisory
Georgia
$824K
FPCG
343
Forum Private Client Group
Indiana
$800K
RWP
344
RWA Wealth Partners
Massachusetts
$798K
FSG
345
Financial Strategies Group
Michigan
$792K
NPFS
346
Novak & Powell Financial Services
Florida
$787K
SWM
347
Sherman Wealth Management
Maryland
$785K
QHA
348
Quarry Hill Advisors
Minnesota
$784K
IC
349
IEQ Capital
California
$781K
DM
350
Diversified Management
Wisconsin
$781K