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