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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
DC
351
Destiny Capital
Colorado
$780K
RSWM
352
Robertson Stephens Wealth Management
California
$762K
OSAM
353
O'Shaughnessy Asset Management
Connecticut
$759K
CWA
354
CM Wealth Advisors
Ohio
$750K
OIA
355
OneDigital Investment Advisors
Kansas
$749K
PS
356
Principal Securities
Iowa
$745K
MAM
357
Mystic Asset Management
Rhode Island
$744K
SFC
358
Sprinkle Financial Consultants
Colorado
$732K
PPC
359
Park Place Capital
Alabama
$731K
TC
360
TAGStone Capital
North Carolina
$725K
SCM
361
SCS Capital Management
Massachusetts
$719K
KCM
362
Kendall Capital Management
Maryland
$713K
HWA
363
Heritage Wealth Advisors
Virginia
$713K
CA
364
Clearstead Advisors
Ohio
$713K
CWP
365
Cyndeo Wealth Partners
Florida
$710K
MFWP
366
Mosaic Family Wealth Partners
Missouri
$708K
SCA
367
Snowden Capital Advisors
New York
$706K
CAM
368
Close Asset Management
United Kingdom
$705K
NOI
369
Newton One Investments
Delaware
$699K
AIM
370
Anchor Investment Management
South Carolina
$695K
CFFP
371
Center for Financial Planning
Michigan
$694K
SWM
372
Spire Wealth Management
Virginia
$689K
GVCM
373
Global View Capital Management
Wisconsin
$686K
OC
374
Oppenheimer & Co
New York
$685K
CT
375
Colonial Trust
South Carolina
$682K