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iShares S&P Small-Cap 600 Value ETF

822 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 94 funds opening new positions, 226 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 (+$31.8M)

0.22% less ownership

Funds ownership: 59.12%58.9% (-0.22%)

22% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 288

Holders
822
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
SCM
401
SB Capital Management
California
$624K
VCP
402
Vista Capital Partners
Oregon
$619K
FF
403
Finley Financial
Nevada
$607K
NWM
404
Northwest Wealth Management
Iowa
$604K
KDA
405
Kraft Davis & Associates
Missouri
$603K
AC
406
AWM Capital
Arizona
$599K
NF
407
Nikulski Financial
Iowa
$592K
TSW
408
Three Seasons Wealth
Utah
$592K
MSWMA
409
Market Street Wealth Management Advisors
Indiana
$590K
HSWM
410
Hubbell Strickland Wealth Management
Louisiana
$589K
SI
411
Stephens Inc
Arkansas
$585K
CWM
412
Cornerstone Wealth Management
Missouri
$574K
SWA
413
Stratos Wealth Advisors
Ohio
$573K
PPH
414
Pure Portfolios Holdings
Oregon
$569K
BC
415
Barrett & Company
Rhode Island
$563K
SAG
416
SageView Advisory Group
California
$560K
FTS
417
Fifth Third Securities
Ohio
$559K
ET
418
Equitable Trust
Tennessee
$557K
Bessemer Group
419
Bessemer Group
New Jersey
$556K
FHC
420
First Horizon Corporation
Tennessee
$552K
TP
421
Thayer Partners
Pennsylvania
$551K
CFP
422
Cypress Financial Planning
New Jersey
$548K
CAM
423
Clark Asset Management
New Hampshire
$548K
SFWA
424
Summit Financial Wealth Advisors
Louisiana
$544K
EWA
425
ERTS Wealth Advisors
Michigan
$528K