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iShares S&P Small-Cap 600 Value ETF

780 hedge funds and large institutions have $3.9B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 217 increasing their positions, 286 reducing their positions, and 49 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 funds holding in top 10

Funds holding in top 10:

1% more funds holding

Funds holding: 771780 (+9)

0.56% less ownership

Funds ownership: 59.08%58.52% (-0.56%)

24% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 286

Holders
780
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.83M
Puts
$1.65M
Net Calls
Net Calls Change

Top Buyers

1 +$39.2M
2 +$23.1M
3 +$14.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$13.2M
5
UBS Group
UBS Group
Switzerland
+$8.95M

Top Sellers

1 -$24.6M
2 -$22.5M
3 -$14.1M
4
RIM
Redwood Investment Management
Arizona
-$10.2M
5
Goldman Sachs
Goldman Sachs
New York
-$9.48M
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
401
RWA Wealth Partners
Massachusetts
$546K
ET
402
Equitable Trust
Tennessee
$541K
FHC
403
First Horizon Corporation
Tennessee
$539K
TRCT
404
Tower Research Capital (TRC)
New York
$539K
JWS
405
Juncture Wealth Strategies
Arizona
$538K
EWA
406
ERTS Wealth Advisors
Michigan
$535K
PPH
407
Pure Portfolios Holdings
Oregon
$528K
CFP
408
Cypress Financial Planning
New Jersey
$528K
KFI
409
Key Financial Inc
Pennsylvania
$527K
SEIA
410
Signature Estate & Investment Advisors
California
$521K
JF
411
JSF Financial
California
$513K
VC
412
Vicus Capital
Pennsylvania
$511K
EFS
413
Essex Financial Services
Connecticut
$511K
BI
414
Beckerman Institutional
New Jersey
$510K
QWP
415
Quotient Wealth Partners
Texas
$507K
CCM
416
Cambridge Capital Management
Illinois
$505K
Charles Schwab
417
Charles Schwab
California
$497K
DWP
418
Daymark Wealth Partners
Ohio
$496K
BCG
419
Breakwater Capital Group
New Jersey
$493K
GA
420
Greenspring Advisors
Maryland
$492K
RPCONE
421
Retirement Planning Company of New England
Rhode Island
$492K
MA
422
Mutual Advisors
Nebraska
$488K
TRIA
423
Trail Ridge Investment Advisors
Colorado
$486K
Chevy Chase Trust
424
Chevy Chase Trust
Maryland
$481K
PWM
425
Penobscot Wealth Management
Maine
$480K