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iShares S&P Small-Cap 600 Value ETF

837 hedge funds and large institutions have $4B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 228 increasing their positions, 294 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

760% more call options, than puts

Call options by funds: $3.04M | Put options by funds: $353K

149% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 39

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

5% more funds holding

Funds holding: 794837 (+43)

1% more capital invested

Capital invested by funds: $3.95B → $4B (+$47.2M)

0% more ownership

Funds ownership: 59.31%59.31% (+0%)

22% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 294

Holders
837
Holders Change
+43
Holders Change %
+5.42%
% of All Funds
10.18%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.21%
New
97
Increased
228
Reduced
294
Closed
39
Calls
$3.04M
Puts
$353K
Net Calls
+$2.68M
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NOI
376
Newton One Investments
Delaware
$699K +$3.25K +29 +0.5%
AIM
377
Anchor Investment Management
South Carolina
$695K
CFFP
378
Center for Financial Planning
Michigan
$694K
SWM
379
Spire Wealth Management
Virginia
$689K -$18.5K -165 -3%
GVCM
380
Global View Capital Management
Wisconsin
$686K +$676K +6,028 New
OC
381
Oppenheimer & Co
New York
$685K -$48.4K -432 -7%
CT
382
Colonial Trust
South Carolina
$682K
GA
383
Greenspring Advisors
Maryland
$682K +$173K +1,543 +35%
PAMG
384
Patton Albertson Miller Group
Tennessee
$681K
FA
385
Financial Alternatives
California
$679K
BB
386
Busey Bank
Illinois
$676K -$10.1K -90 -1%
CFD
387
Creative Financial Designs
Indiana
$673K -$19.1K -170 -3%
FF
388
Frankly Finances
Florida
$670K +$660K +5,889 New
BHWM
389
Beaird Harris Wealth Management
Texas
$667K +$224 +2 +0%
VPWA
390
Vestia Personal Wealth Advisors
Indiana
$661K -$17.1K -153 -3%
KWA
391
Kingswood Wealth Advisors
California
$659K +$312K +2,780 +92%
CSP
392
Cary Street Partners
Virginia
$648K -$99.8K -890 -14%
CWA
393
Crusonia Wealth Advisors
Colorado
$648K +$639K +5,699 New
RB
394
Renasant Bank
Mississippi
$645K -$144K -1,287 -18%
JIC
395
Johnson Investment Counsel
Ohio
$645K
MWP
396
Meredith Wealth Planning
Illinois
$641K +$7.29K +65 +1%
WFA
397
WJ Financial Advisors
Connecticut
$639K
ACA
398
Atlas Capital Advisors
Wyoming
$637K +$628K +5,601 New
CAM
399
Cozad Asset Management
Illinois
$637K +$336 +3 +0.1%
SC
400
Schoolcraft Capital
Colorado
$636K