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iShares S&P Small-Cap 600 Value ETF

812 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 88 funds opening new positions, 226 increasing their positions, 286 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:

1.41% more ownership

Funds ownership: 59.1%60.51% (+1.4%)

1% more capital invested

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

21% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 286

Holders
812
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
BCI
451
Brinker Capital Investments
Pennsylvania
$473K
TWM
452
TCFG Wealth Management
California
$472K
RWM
453
RMG Wealth Management
Wisconsin
$471K
FTWA
454
Fifth Third Wealth Advisors
Ohio
$471K
SW
455
SkyOak Wealth
Michigan
$470K
OCM
456
Orleans Capital Management
Louisiana
$459K
AAP
457
Arax Advisory Partners
Colorado
$455K
VNA
458
Valley National Advisers
Pennsylvania
$450K
NFP
459
NorthLanding Financial Partners
New York
$450K
FFN
460
Focus Financial Network
Minnesota
$448K
BI
461
Breachway Investments
Rhode Island
$443K
CST
462
Charles Schwab Trust
Nevada
$440K
ONB
463
Old National Bancorp
Indiana
$437K
JFG
464
JMG Financial Group
Illinois
$437K
MWA
465
Monograph Wealth Advisors
California
$437K
SCM
466
SOL Capital Management
Maryland
$436K
GLA
467
Great Lakes Advisors
Illinois
$433K
MSWM
468
McGlone Suttner Wealth Management
Wisconsin
$433K
CI
469
Conning Inc
Connecticut
$429K
PMFA
470
Plante Moran Financial Advisors
Michigan
$425K
LWM
471
LJI Wealth Management
Indiana
$425K
BL
472
BFSG LLC
California
$424K
SAI
473
Savvy Advisors Inc
New York
$424K
DWM
474
Dakota Wealth Management
Florida
$423K
MCM
475
Maple Capital Management
Vermont
$420K