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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
OC
376
Oppenheimer & Co
New York
$685K
CT
377
Colonial Trust
South Carolina
$682K
GA
378
Greenspring Advisors
Maryland
$682K
PAMG
379
Patton Albertson Miller Group
Tennessee
$681K
FA
380
Financial Alternatives
California
$679K
BB
381
Busey Bank
Illinois
$676K
CFD
382
Creative Financial Designs
Indiana
$673K
FF
383
Frankly Finances
Florida
$670K
BHWM
384
Beaird Harris Wealth Management
Texas
$667K
VPWA
385
Vestia Personal Wealth Advisors
Indiana
$661K
KWA
386
Kingswood Wealth Advisors
California
$659K
CSP
387
Cary Street Partners
Virginia
$648K
CWA
388
Crusonia Wealth Advisors
Colorado
$648K
RB
389
Renasant Bank
Mississippi
$645K
JIC
390
Johnson Investment Counsel
Ohio
$645K
MWP
391
Meredith Wealth Planning
Illinois
$641K
WFA
392
WJ Financial Advisors
Connecticut
$639K
ACA
393
Atlas Capital Advisors
Wyoming
$637K
CAM
394
Cozad Asset Management
Illinois
$637K
SC
395
Schoolcraft Capital
Colorado
$636K
JFA
396
JNBA Financial Advisors
Minnesota
$635K
PFA
397
Pure Financial Advisors
California
$635K
FGWP
398
Founders Grove Wealth Partners
Virginia
$634K
RIA
399
Richwood Investment Advisors
Ohio
$633K
MMA
400
Miracle Mile Advisors
California
$631K