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iShares S&P Small-Cap 600 Value ETF

811 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 87 funds opening new positions, 227 increasing their positions, 285 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:

1.43% more ownership

Funds ownership: 59.1%60.54% (+1.4%)

1% more capital invested

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

20% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 285

Holders
811
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
NCM
501
Next Capital Management
New York
$367K
MBT
502
Montecito Bank & Trust
California
$367K
CFO
503
Callan Family Office
Pennsylvania
$357K
GC
504
Grimes & Company
Massachusetts
$357K
EW
505
Element Wealth
Mississippi
$356K
WS
506
Wedbush Securities
California
$355K
AUB
507
Atlantic Union Bankshares
Virginia
$355K
S
508
SimplyRich
California
$352K
SGI
509
Summit Global Investments
Utah
$351K
SIS
510
Sound Income Strategies
Florida
$350K
TA
511
TrueWealth Advisors
Alabama
$348K
KWS
512
Keystone Wealth Services
California
$348K
SC
513
SouthState Corp
Florida
$345K
SFGM
514
Stonebridge Financial Group (Missouri)
Missouri
$345K
CPSAC
515
Chas P. Smith & Associates (CPS)
Florida
$344K
DC
516
Davenport & Co
Virginia
$343K
GPW
517
Genesis Private Wealth
Virginia
$343K
Betterment LLC
518
Betterment LLC
New York
$340K
MFP
519
Meramec Financial Planners
Missouri
$337K
AF
520
Advisornet Financial
Minnesota
$335K
CIA
521
Capital Investment Advisors
Georgia
$335K
FCP
522
Fidelis Capital Partners
Florida
$335K
AWMM
523
Aegis Wealth Management (Maryland)
Maryland
$333K
SYBT
524
Stock Yards Bank & Trust
Kentucky
$332K
WH
525
Willner & Heller
California
$332K