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iShares S&P Small-Cap 600 Value ETF

783 hedge funds and large institutions have $3.94B 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, 219 increasing their positions, 285 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 771783 (+12)

0.02% more ownership

Funds ownership: 59.08%59.1% (+0.02%)

23% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 285

Holders
783
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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 +$37.7M
2 +$22.2M
3 +$14M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$12.7M
5
UBS Group
UBS Group
Switzerland
+$8.59M

Top Sellers

1 -$23.6M
2 -$22.5M
3 -$13.5M
4
RIM
Redwood Investment Management
Arizona
-$10.2M
5
Goldman Sachs
Goldman Sachs
New York
-$9.11M
Name Holding Trade Value Shares
Change
Change in
Stake
WH
501
Willner & Heller
California
$333K
Betterment LLC
502
Betterment LLC
New York
$332K
KOC
503
Koss-Olinger Consulting
Florida
$330K
CWP
504
Corepath Wealth Partners
Arizona
$328K
FCP
505
Fidelis Capital Partners
Florida
$326K
CIA
506
Capital Investment Advisors
Georgia
$326K
AWMM
507
Aegis Wealth Management (Maryland)
Maryland
$323K
SYBT
508
Stock Yards Bank & Trust
Kentucky
$323K
SIS
509
Sound Income Strategies
Florida
$322K
NP
510
NorthRock Partners
Minnesota
$318K
CIA
511
Compass Ion Advisors
Pennsylvania
$318K
CWS
512
Confluence Wealth Services
Pennsylvania
$312K
CWP
513
Curated Wealth Partners
California
$312K
AAS
514
Ameritas Advisory Services
Nebraska
$310K
FSA
515
Fort Sheridan Advisors
Illinois
$308K
AF
516
Advisornet Financial
Minnesota
$305K
SHGA
517
Sand Hill Global Advisors
California
$301K
WB
518
Webster Bank
Connecticut
$300K
WF
519
Warner Financial
Maryland
$299K
WQ
520
Wealth Quarterback
New Jersey
$299K
LBC
521
Lowe Brockenbrough & Co
Virginia
$299K
DT
522
Diversified Trust
Tennessee
$298K
SSWM
523
Smith Salley Wealth Management
North Carolina
$296K
VFG
524
Victory Financial Group
Texas
$292K
AW
525
Avion Wealth
Texas
$288K