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iShares S&P Small-Cap 600 Value ETF

785 hedge funds and large institutions have $3.94B 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, 219 increasing their positions, 287 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 773785 (+12)

0.02% more ownership

Funds ownership: 59.13%59.15% (+0.02%)

24% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 287

Holders
785
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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 +$37.7M
2 +$22.2M
3 +$14M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$12.7M
5
UBS Group
UBS Group
Switzerland
+$8.59M

Top Sellers

1 -$23.6M
2 -$22.5M
3 -$13.5M
4
RIM
Redwood Investment Management
Arizona
-$10.2M
5
Goldman Sachs
Goldman Sachs
New York
-$9.11M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
401
Stratos Wealth Advisors
Ohio
$556K
CSA
402
Cottage Street Advisors
Massachusetts
$555K
BC
403
Barrett & Company
Rhode Island
$547K
RWP
404
RWA Wealth Partners
Massachusetts
$546K
ET
405
Equitable Trust
Tennessee
$541K
FHC
406
First Horizon Corporation
Tennessee
$539K
TRCT
407
Tower Research Capital (TRC)
New York
$539K
JWS
408
Juncture Wealth Strategies
Arizona
$538K
EWA
409
ERTS Wealth Advisors
Michigan
$535K
PPH
410
Pure Portfolios Holdings
Oregon
$528K
CFP
411
Cypress Financial Planning
New Jersey
$528K
KFI
412
Key Financial Inc
Pennsylvania
$527K
SEIA
413
Signature Estate & Investment Advisors
California
$521K
JF
414
JSF Financial
California
$513K
VC
415
Vicus Capital
Pennsylvania
$511K
EFS
416
Essex Financial Services
Connecticut
$511K
BI
417
Beckerman Institutional
New Jersey
$510K
QWP
418
Quotient Wealth Partners
Texas
$507K
CCM
419
Cambridge Capital Management
Illinois
$505K
Charles Schwab
420
Charles Schwab
California
$497K
DWP
421
Daymark Wealth Partners
Ohio
$496K
BCG
422
Breakwater Capital Group
New Jersey
$493K
GA
423
Greenspring Advisors
Maryland
$492K
RPCONE
424
Retirement Planning Company of New England
Rhode Island
$492K
MA
425
Mutual Advisors
Nebraska
$488K