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iShares S&P Small-Cap 600 Value ETF

770 hedge funds and large institutions have $3.88B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 216 increasing their positions, 280 reducing their positions, and 48 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

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0.81% less ownership

Funds ownership: 59.06%58.25% (-0.81%)

23% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 280

Holders
770
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
JWS
401
Juncture Wealth Strategies
Arizona
$538K
EWA
402
ERTS Wealth Advisors
Michigan
$535K
PPH
403
Pure Portfolios Holdings
Oregon
$528K
CFP
404
Cypress Financial Planning
New Jersey
$528K
KFI
405
Key Financial Inc
Pennsylvania
$527K
SEIA
406
Signature Estate & Investment Advisors
California
$521K
JF
407
JSF Financial
California
$513K
VC
408
Vicus Capital
Pennsylvania
$511K
EFS
409
Essex Financial Services
Connecticut
$511K
BI
410
Beckerman Institutional
New Jersey
$510K
QWP
411
Quotient Wealth Partners
Texas
$507K
CCM
412
Cambridge Capital Management
Illinois
$505K
Charles Schwab
413
Charles Schwab
California
$497K
DWP
414
Daymark Wealth Partners
Ohio
$496K
BCG
415
Breakwater Capital Group
New Jersey
$493K
GA
416
Greenspring Advisors
Maryland
$492K
RPCONE
417
Retirement Planning Company of New England
Rhode Island
$492K
MA
418
Mutual Advisors
Nebraska
$488K
TRIA
419
Trail Ridge Investment Advisors
Colorado
$486K
Chevy Chase Trust
420
Chevy Chase Trust
Maryland
$481K
PWM
421
Penobscot Wealth Management
Maine
$480K
FFBTD
422
First Financial Bank - Trust Division
Ohio
$480K
KFP
423
KMG Fiduciary Partners
Ohio
$478K
UFA
424
Uptown Financial Advisors
Texas
$475K
VCP
425
Vista Capital Partners
Oregon
$474K