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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
WT
476
Whittier Trust
California
$415K
TCA
477
Transcend Capital Advisors
New Jersey
$414K
DAS
478
Dynamic Advisor Solutions
Arizona
$413K
SCM
479
Sage Capital Management
New Jersey
$410K
VA
480
Valmark Advisers
Ohio
$409K
ML
481
Mayport LLC
Massachusetts
$407K
CCMG
482
Clark Capital Management Group
Pennsylvania
$406K
HWM
483
HBE Wealth Management
Nebraska
$405K
IWM
484
Inlight Wealth Management
Georgia
$401K
FB
485
Fulton Bank
Pennsylvania
$400K
BTI
486
Blue Trust Inc
Georgia
$399K
TA
487
Tactive Advisors
Florida
$398K
AFG
488
Altiora Financial Group
Ohio
$394K
MWM
489
Modern Wealth Management
Kansas
$390K
LWL
490
Leo Wealth LLC
Texas
$389K
VWM
491
Valley Wealth Managers
New Jersey
$388K
PSF
492
Pacific Sun Financial
California
$386K
HF
493
HRT Financial
New York
$381K
WDG
494
Wealth Dimensions Group
Ohio
$378K
SIC
495
Shoker Investment Counsel
Ohio
$377K
GIA
496
Gladstone Institutional Advisory
Florida
$376K
KBFS
497
Kohmann Bosshard Financial Services
Ohio
$376K
NRC
498
New Republic Capital
North Carolina
$376K
TWML
499
THRYVE WEALTH MANAGEMENT LLC
Texas
$372K
SFC
500
SYM Financial Corp
Indiana
$371K