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iShares S&P Small-Cap 600 Value ETF

830 hedge funds and large institutions have $4.73B invested in iShares S&P Small-Cap 600 Value ETF in 2026 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 228 increasing their positions, 283 reducing their positions, and 53 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 ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0% less funds holding

Funds holding: 833830 (-3)

19% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 283

Holders
830
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
$1.76M
Puts
$272K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
401
Next Capital Management
New York
$651K
PFA
402
Pure Financial Advisors
California
$648K
KWA
403
Kingswood Wealth Advisors
California
$645K
CSP
404
Cary Street Partners
Virginia
$634K
MMA
405
Miracle Mile Advisors
California
$633K
FF
406
Finley Financial
Nevada
$633K
VPWA
407
Vestia Personal Wealth Advisors
Indiana
$630K
NWM
408
Northwest Wealth Management
Iowa
$629K
DADC
409
D.A. Davidson & Co
Montana
$628K
AC
410
AWM Capital
Arizona
$624K
MSWMA
411
Market Street Wealth Management Advisors
Indiana
$612K
NF
412
Nikulski Financial
Iowa
$611K
HSWM
413
Hubbell Strickland Wealth Management
Louisiana
$610K
CWM
414
Cornerstone Wealth Management
Missouri
$605K
TWM
415
TCFG Wealth Management
California
$604K
TIA
416
TCFG Investment Advisors
California
$604K
FTS
417
Fifth Third Securities
Ohio
$604K
SI
418
Stephens Inc
Arkansas
$603K
JFA
419
JNBA Financial Advisors
Minnesota
$599K
SWA
420
Stratos Wealth Advisors
Ohio
$598K
VCP
421
Vista Capital Partners
Oregon
$596K
RIA
422
Richwood Investment Advisors
Ohio
$593K
PMFA
423
Plante Moran Financial Advisors
Michigan
$591K
ET
424
Equitable Trust
Tennessee
$580K
TP
425
Thayer Partners
Pennsylvania
$574K