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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
DWM
476
Dakota Wealth Management
Florida
$423K
MCM
477
Maple Capital Management
Vermont
$420K
WT
478
Whittier Trust
California
$415K
TCA
479
Transcend Capital Advisors
New Jersey
$414K
DAS
480
Dynamic Advisor Solutions
Arizona
$413K
SCM
481
Sage Capital Management
New Jersey
$410K
VA
482
Valmark Advisers
Ohio
$409K
ML
483
Mayport LLC
Massachusetts
$407K
CCMG
484
Clark Capital Management Group
Pennsylvania
$406K
HWM
485
HBE Wealth Management
Nebraska
$405K
IWM
486
Inlight Wealth Management
Georgia
$401K
FB
487
Fulton Bank
Pennsylvania
$400K
BTI
488
Blue Trust Inc
Georgia
$399K
TA
489
Tactive Advisors
Florida
$398K
AFG
490
Altiora Financial Group
Ohio
$394K
PNFSL
491
PW Nova Financial Services LLC
Pennsylvania
$390K
MWM
492
Modern Wealth Management
Kansas
$390K
LWL
493
Leo Wealth LLC
Texas
$389K
VWM
494
Valley Wealth Managers
New Jersey
$388K
PSF
495
Pacific Sun Financial
California
$386K
HF
496
HRT Financial
New York
$381K
WDG
497
Wealth Dimensions Group
Ohio
$378K
SIC
498
Shoker Investment Counsel
Ohio
$377K
GIA
499
Gladstone Institutional Advisory
Florida
$376K
KBFS
500
Kohmann Bosshard Financial Services
Ohio
$376K