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iShares S&P Small-Cap 600 Value ETF

811 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 87 funds opening new positions, 227 increasing their positions, 285 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:

1.43% more ownership

Funds ownership: 59.1%60.54% (+1.4%)

1% more capital invested

Capital invested by funds: $3.94B → $3.96B (+$27.4M)

20% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 285

Holders
811
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
VCP
401
Vista Capital Partners
Oregon
$619K
FF
402
Finley Financial
Nevada
$607K
NWM
403
Northwest Wealth Management
Iowa
$604K
KDA
404
Kraft Davis & Associates
Missouri
$603K
AC
405
AWM Capital
Arizona
$599K
NF
406
Nikulski Financial
Iowa
$592K
TSW
407
Three Seasons Wealth
Utah
$592K
MSWMA
408
Market Street Wealth Management Advisors
Indiana
$590K
HSWM
409
Hubbell Strickland Wealth Management
Louisiana
$589K
SI
410
Stephens Inc
Arkansas
$585K
CWM
411
Cornerstone Wealth Management
Missouri
$574K
SWA
412
Stratos Wealth Advisors
Ohio
$573K
PPH
413
Pure Portfolios Holdings
Oregon
$569K
BC
414
Barrett & Company
Rhode Island
$563K
SAG
415
SageView Advisory Group
California
$560K
FTS
416
Fifth Third Securities
Ohio
$559K
ET
417
Equitable Trust
Tennessee
$557K
Bessemer Group
418
Bessemer Group
New Jersey
$556K
FHC
419
First Horizon Corporation
Tennessee
$552K
TP
420
Thayer Partners
Pennsylvania
$551K
CFP
421
Cypress Financial Planning
New Jersey
$548K
CAM
422
Clark Asset Management
New Hampshire
$548K
SFWA
423
Summit Financial Wealth Advisors
Louisiana
$544K
EWA
424
ERTS Wealth Advisors
Michigan
$528K
AFA
425
Aznar Financial Advisors
New Jersey
$527K