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iShares S&P Small-Cap 600 Value ETF

824 hedge funds and large institutions have $3.97B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 227 increasing their positions, 288 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% more capital invested

Capital invested by funds: $3.94B → $3.97B (+$32.6M)

0.21% less ownership

Funds ownership: 59.15%58.94% (-0.21%)

21% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 288

Holders
824
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
SFG
401
Sage Financial Group
Pennsylvania
$628K
SCM
402
SB Capital Management
California
$624K
VCP
403
Vista Capital Partners
Oregon
$619K
FF
404
Finley Financial
Nevada
$607K
NWM
405
Northwest Wealth Management
Iowa
$604K
KDA
406
Kraft Davis & Associates
Missouri
$603K
AC
407
AWM Capital
Arizona
$599K
NF
408
Nikulski Financial
Iowa
$592K
TSW
409
Three Seasons Wealth
Utah
$592K
MSWMA
410
Market Street Wealth Management Advisors
Indiana
$590K
HSWM
411
Hubbell Strickland Wealth Management
Louisiana
$589K
SI
412
Stephens Inc
Arkansas
$585K
CWM
413
Cornerstone Wealth Management
Missouri
$574K
SWA
414
Stratos Wealth Advisors
Ohio
$573K
PPH
415
Pure Portfolios Holdings
Oregon
$569K
BC
416
Barrett & Company
Rhode Island
$563K
SAG
417
SageView Advisory Group
California
$560K
FTS
418
Fifth Third Securities
Ohio
$559K
ET
419
Equitable Trust
Tennessee
$557K
Bessemer Group
420
Bessemer Group
New Jersey
$556K
FHC
421
First Horizon Corporation
Tennessee
$552K
TP
422
Thayer Partners
Pennsylvania
$551K
CFP
423
Cypress Financial Planning
New Jersey
$548K
CAM
424
Clark Asset Management
New Hampshire
$548K
SFWA
425
Summit Financial Wealth Advisors
Louisiana
$544K