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iShares S&P Small-Cap 600 Value ETF

840 hedge funds and large institutions have $4.75B invested in iShares S&P Small-Cap 600 Value ETF in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 232 increasing their positions, 291 reducing their positions, and 52 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 ownership

Funds ownership:

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1% more funds holding

Funds holding: 835840 (+5)

20% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 291

Holders
840
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.76M
Puts
$272K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPGK
351
Financial Partners Group (Kansas)
Kansas
$873K
AFC
352
AFT Forsyth & Company
Florida
$868K
HIA
353
Harbor Investment Advisory
Maryland
$866K
FSG
354
Financial Strategies Group
Michigan
$850K
PS
355
Principal Securities
Iowa
$845K
OIA
356
OneDigital Investment Advisors
Kansas
$844K
CFG
357
Citizens Financial Group
Rhode Island
$843K
VIA
358
Vickerman Investment Advisors
Washington
$838K
UBS AM
359
UBS AM
Illinois
$835K
BBHC
360
Brown Brothers Harriman & Co
New York
$831K
DC
361
Destiny Capital
Colorado
$830K
OCA
362
OpenArc Corporate Advisory
Georgia
$829K
RWP
363
RWA Wealth Partners
Massachusetts
$824K
SWM
364
Sherman Wealth Management
Maryland
$819K
SIA
365
Serenity Investment Advisors
Illinois
$817K
DM
366
Diversified Management
Wisconsin
$814K
HW
367
Hancock Whitney
Mississippi
$814K
IC
368
IEQ Capital
California
$814K
OSAM
369
O'Shaughnessy Asset Management
Connecticut
$801K
CWA
370
CM Wealth Advisors
Ohio
$781K
CFO
371
Callan Family Office
Pennsylvania
$780K
PAMG
372
Patton Albertson Miller Group
Tennessee
$776K
RSWM
373
Robertson Stephens Wealth Management
California
$767K
MAM
374
Mystic Asset Management
Rhode Island
$766K
SFC
375
Sprinkle Financial Consultants
Colorado
$763K