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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
SCM
376
SCS Capital Management
Massachusetts
$761K
TC
377
TAGStone Capital
North Carolina
$756K
KCM
378
Kendall Capital Management
Maryland
$743K
HWA
379
Heritage Wealth Advisors
Virginia
$743K
CA
380
Clearstead Advisors
Ohio
$742K
CWP
381
Cyndeo Wealth Partners
Florida
$740K
FPCG
382
Forum Private Client Group
Indiana
$739K
SCA
383
Snowden Capital Advisors
New York
$738K
CAM
384
Close Asset Management
United Kingdom
$734K
YIH
385
Y-Intercept (HK)
Hong Kong
$725K
AIM
386
Anchor Investment Management
South Carolina
$724K
CFFP
387
Center for Financial Planning
Michigan
$723K
JIC
388
Johnson Investment Counsel
Ohio
$716K
SWM
389
Spire Wealth Management
Virginia
$716K
OC
390
Oppenheimer & Co
New York
$713K
CT
391
Colonial Trust
South Carolina
$711K
GA
392
Greenspring Advisors
Maryland
$710K
FA
393
Financial Alternatives
California
$707K
MFWP
394
Mosaic Family Wealth Partners
Missouri
$706K
BB
395
Busey Bank
Illinois
$704K
CAL
396
Capital Analysts LLC
Pennsylvania
$702K
FF
397
Frankly Finances
Florida
$698K
CFD
398
Creative Financial Designs
Indiana
$689K
BHWM
399
Beaird Harris Wealth Management
Texas
$687K
HI
400
Hyundai Investments
South Korea
$679K