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