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iShares S&P Small-Cap 600 Value ETF

780 hedge funds and large institutions have $3.9B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 217 increasing their positions, 286 reducing their positions, and 49 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

1% more funds holding

Funds holding: 771780 (+9)

0.56% less ownership

Funds ownership: 59.08%58.52% (-0.56%)

24% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 286

Holders
780
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.83M
Puts
$1.65M
Net Calls
Net Calls Change

Top Buyers

1 +$39.2M
2 +$23.1M
3 +$14.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$13.2M
5
UBS Group
UBS Group
Switzerland
+$8.95M

Top Sellers

1 -$24.6M
2 -$22.5M
3 -$14.1M
4
RIM
Redwood Investment Management
Arizona
-$10.2M
5
Goldman Sachs
Goldman Sachs
New York
-$9.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
501
Betterment LLC
New York
$332K
KOC
502
Koss-Olinger Consulting
Florida
$330K
CWP
503
Corepath Wealth Partners
Arizona
$328K
FCP
504
Fidelis Capital Partners
Florida
$326K
CIA
505
Capital Investment Advisors
Georgia
$326K
AWM
506
Aegis Wealth Management
Maryland
$323K
SYBT
507
Stock Yards Bank & Trust
Kentucky
$323K
SIS
508
Sound Income Strategies
Florida
$322K
NP
509
NorthRock Partners
Minnesota
$318K
CIA
510
Compass Ion Advisors
Pennsylvania
$318K
CWS
511
Confluence Wealth Services
Pennsylvania
$312K
CWP
512
Curated Wealth Partners
California
$312K
AAS
513
Ameritas Advisory Services
Nebraska
$310K
FSA
514
Fort Sheridan Advisors
Illinois
$308K
AF
515
Advisornet Financial
Minnesota
$305K
SHGA
516
Sand Hill Global Advisors
California
$301K
WB
517
Webster Bank
Connecticut
$300K
WF
518
Warner Financial
Maryland
$299K
WQ
519
Wealth Quarterback
New Jersey
$299K
LBC
520
Lowe Brockenbrough & Co
Virginia
$299K
DT
521
Diversified Trust
Tennessee
$298K
SSWM
522
Smith Salley Wealth Management
North Carolina
$296K
VFG
523
Victory Financial Group
Texas
$292K
AW
524
Avion Wealth
Texas
$288K
LPP
525
Life Planning Partners
Florida
$287K