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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
SCM
351
SCS Capital Management
Massachusetts
$699K
WGC
352
Watts Gwilliam & Co
Arizona
$698K
KCM
353
Kendall Capital Management
Maryland
$694K
HWA
354
Heritage Wealth Advisors
Virginia
$693K
XT
355
XTX Topco
Cayman Islands
$692K
CWP
356
Cyndeo Wealth Partners
Florida
$691K
TC
357
TAGStone Capital
North Carolina
$690K
SWM
358
Spire Wealth Management
Virginia
$689K
CAM
359
Close Asset Management
United Kingdom
$686K
MFWP
360
Mosaic Family Wealth Partners
Missouri
$685K
NOI
361
Newton One Investments
Delaware
$677K
AIM
362
Anchor Investment Management
South Carolina
$676K
CFFP
363
Center for Financial Planning
Michigan
$675K
CFD
364
Creative Financial Designs
Indiana
$673K
BB
365
Busey Bank
Illinois
$668K
CT
366
Colonial Trust
South Carolina
$664K
PAMG
367
Patton Albertson Miller Group
Tennessee
$662K
FA
368
Financial Alternatives
California
$660K
CA
369
Clearstead Advisors
Ohio
$654K
BHWM
370
Beaird Harris Wealth Management
Texas
$649K
FGWP
371
Founders Grove Wealth Partners
Virginia
$646K
PG
372
Prostatis Group
Maryland
$640K
JFA
373
JNBA Financial Advisors
Minnesota
$639K
PTC
374
Private Trust Company
Ohio
$633K
JIC
375
Johnson Investment Counsel
Ohio
$627K