IJS icon

iShares S&P Small-Cap 600 Value ETF

811 hedge funds and large institutions have $3.96B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 227 increasing their positions, 285 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:

1.43% more ownership

Funds ownership: 59.1%60.54% (+1.4%)

1% more capital invested

Capital invested by funds: $3.94B → $3.96B (+$27.4M)

20% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 285

Holders
811
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
JF
426
JSF Financial
California
$527K
BCG
427
Breakwater Capital Group
New Jersey
$522K
BI
428
Beckerman Institutional
New Jersey
$520K
QWP
429
Quotient Wealth Partners
Texas
$518K
CCM
430
Cambridge Capital Management
Illinois
$514K
CSA
431
Cottage Street Advisors
Massachusetts
$513K
JWS
432
Juncture Wealth Strategies
Arizona
$510K
KFI
433
Key Financial Inc
Pennsylvania
$510K
DWP
434
Daymark Wealth Partners
Ohio
$510K
PF
435
Prosperitas Financial
California
$509K
SEIA
436
Signature Estate & Investment Advisors
California
$506K
BFAG
437
Blackston Financial Advisory Group
Florida
$505K
C
438
Certuity
Florida
$495K
TRIA
439
Trail Ridge Investment Advisors
Colorado
$494K
PWM
440
Penobscot Wealth Management
Maine
$494K
Charles Schwab
441
Charles Schwab
California
$493K
FFBTD
442
First Financial Bank - Trust Division
Ohio
$493K
Chevy Chase Trust
443
Chevy Chase Trust
Maryland
$489K
UFA
444
Uptown Financial Advisors
Texas
$488K
RPCONE
445
Retirement Planning Company of New England
Rhode Island
$484K
JWCA
446
J.W. Cole Advisors
Florida
$484K
DWT
447
Dorsey & Whitney Trust
South Dakota
$483K
IFA
448
Index Fund Advisors
California
$477K
FAI
449
Fiduciary Advisors Inc
Missouri
$473K
EFS
450
Essex Financial Services
Connecticut
$473K