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iShares S&P Small-Cap 600 Value ETF

783 hedge funds and large institutions have $3.94B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 219 increasing their positions, 285 reducing their positions, and 49 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 capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 771783 (+12)

0.02% more ownership

Funds ownership: 59.08%59.1% (+0.02%)

23% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 285

Holders
783
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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 +$37.7M
2 +$22.2M
3 +$14M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$12.7M
5
UBS Group
UBS Group
Switzerland
+$8.59M

Top Sellers

1 -$23.6M
2 -$22.5M
3 -$13.5M
4
RIM
Redwood Investment Management
Arizona
-$10.2M
5
Goldman Sachs
Goldman Sachs
New York
-$9.11M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
426
Penobscot Wealth Management
Maine
$480K
FFBTD
427
First Financial Bank - Trust Division
Ohio
$480K
KFP
428
KMG Fiduciary Partners
Ohio
$478K
UFA
429
Uptown Financial Advisors
Texas
$475K
VCP
430
Vista Capital Partners
Oregon
$474K
DWT
431
Dorsey & Whitney Trust
South Dakota
$469K
VWM
432
Valley Wealth Managers
New Jersey
$466K
RSWM
433
Robertson Stephens Wealth Management
California
$465K
IFA
434
Index Fund Advisors
California
$462K
DADC
435
D.A. Davidson & Co
Montana
$459K
FAI
436
Fiduciary Advisors Inc
Missouri
$458K
HW
437
Hancock Whitney
Mississippi
$456K
GRP
438
Global Retirement Partners
California
$455K
SW
439
SkyOak Wealth
Michigan
$455K
BL
440
BFSG LLC
California
$451K
MSAM
441
Moloney Securities Asset Management
Missouri
$448K
SAG
442
SageView Advisory Group
California
$444K
NFP
443
NorthLanding Financial Partners
New York
$440K
FTWA
444
Fifth Third Wealth Advisors
Ohio
$434K
SIC
445
Shoker Investment Counsel
Ohio
$433K
VFIC
446
Valley Forge Investment Consultants
Pennsylvania
$429K
ONB
447
Old National Bancorp
Indiana
$425K
MWA
448
Monograph Wealth Advisors
California
$425K
DAS
449
Dynamic Advisor Solutions
Arizona
$425K
SCM
450
SOL Capital Management
Maryland
$424K