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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
HNWAG
326
High Net Worth Advisory Group
Florida
$898K
AC
327
Apella Capital
Connecticut
$894K
First Trust Advisors
328
First Trust Advisors
Illinois
$893K
SC
329
Sepio Capital
Utah
$892K
FPGK
330
Financial Partners Group (Kansas)
Kansas
$891K
SDWMA
331
Schneider Downs Wealth Management Advisors
Pennsylvania
$891K
CFA
332
Cahill Financial Advisors
Minnesota
$889K
CAL
333
Capital Analysts LLC
Pennsylvania
$888K
AWM
334
Apollon Wealth Management
South Carolina
$869K
EW
335
Evoke Wealth
California
$866K
CB
336
Commerce Bank
Missouri
$850K
MSFS
337
Main Street Financial Solutions
Pennsylvania
$849K
VIA
338
Vickerman Investment Advisors
Washington
$839K
HI
339
Hyundai Investments
South Korea
$838K
AFC
340
AFT Forsyth & Company
Florida
$832K
HIA
341
Harbor Investment Advisory
Maryland
$831K
CFG
342
Citizens Financial Group
Rhode Island
$827K
GS
343
GTS Securities
New York
$826K
OCA
344
OpenArc Corporate Advisory
Georgia
$824K
FPCG
345
Forum Private Client Group
Indiana
$800K
RWP
346
RWA Wealth Partners
Massachusetts
$798K
FSG
347
Financial Strategies Group
Michigan
$792K
NPFS
348
Novak & Powell Financial Services
Florida
$787K
SWM
349
Sherman Wealth Management
Maryland
$785K
QHA
350
Quarry Hill Advisors
Minnesota
$784K