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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
EWA
426
ERTS Wealth Advisors
Michigan
$528K
AFA
427
Aznar Financial Advisors
New Jersey
$527K
JF
428
JSF Financial
California
$527K
BCG
429
Breakwater Capital Group
New Jersey
$522K
BI
430
Beckerman Institutional
New Jersey
$520K
QWP
431
Quotient Wealth Partners
Texas
$518K
CCM
432
Cambridge Capital Management
Illinois
$514K
CSA
433
Cottage Street Advisors
Massachusetts
$513K
JWS
434
Juncture Wealth Strategies
Arizona
$510K
KFI
435
Key Financial Inc
Pennsylvania
$510K
DWP
436
Daymark Wealth Partners
Ohio
$510K
PF
437
Prosperitas Financial
California
$509K
SEIA
438
Signature Estate & Investment Advisors
California
$506K
BFAG
439
Blackston Financial Advisory Group
Florida
$505K
C
440
Certuity
Florida
$495K
TRIA
441
Trail Ridge Investment Advisors
Colorado
$494K
PWM
442
Penobscot Wealth Management
Maine
$494K
Charles Schwab
443
Charles Schwab
California
$493K
FFBTD
444
First Financial Bank - Trust Division
Ohio
$493K
Chevy Chase Trust
445
Chevy Chase Trust
Maryland
$489K
UFA
446
Uptown Financial Advisors
Texas
$488K
RPCONE
447
Retirement Planning Company of New England
Rhode Island
$484K
JWCA
448
J.W. Cole Advisors
Florida
$484K
DWT
449
Dorsey & Whitney Trust
South Dakota
$483K
IFA
450
Index Fund Advisors
California
$477K