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iShares S&P Small-Cap 600 Value ETF

822 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 94 funds opening new positions, 226 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 (+$31.8M)

0.22% less ownership

Funds ownership: 59.12%58.9% (-0.22%)

22% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 288

Holders
822
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
SFC
501
SYM Financial Corp
Indiana
$371K
NCM
502
Next Capital Management
New York
$367K
MBT
503
Montecito Bank & Trust
California
$367K
CFO
504
Callan Family Office
Pennsylvania
$357K
GC
505
Grimes & Company
Massachusetts
$357K
EW
506
Element Wealth
Mississippi
$356K
WS
507
Wedbush Securities
California
$355K
AUB
508
Atlantic Union Bankshares
Virginia
$355K
S
509
SimplyRich
California
$352K
SGI
510
Summit Global Investments
Utah
$351K
SIS
511
Sound Income Strategies
Florida
$350K
TA
512
TrueWealth Advisors
Alabama
$348K
KWS
513
Keystone Wealth Services
California
$348K
SC
514
SouthState Corp
Florida
$345K
SFGM
515
Stonebridge Financial Group (Missouri)
Missouri
$345K
CPSAC
516
Chas P. Smith & Associates (CPS)
Florida
$344K
DC
517
Davenport & Co
Virginia
$343K
GPW
518
Genesis Private Wealth
Virginia
$343K
Betterment LLC
519
Betterment LLC
New York
$340K
MFP
520
Meramec Financial Planners
Missouri
$337K
AF
521
Advisornet Financial
Minnesota
$335K
CIA
522
Capital Investment Advisors
Georgia
$335K
FCP
523
Fidelis Capital Partners
Florida
$335K
AWMM
524
Aegis Wealth Management (Maryland)
Maryland
$333K
SYBT
525
Stock Yards Bank & Trust
Kentucky
$332K