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iShares S&P Small-Cap 600 Value ETF

830 hedge funds and large institutions have $4.73B invested in iShares S&P Small-Cap 600 Value ETF in 2026 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 228 increasing their positions, 283 reducing their positions, and 53 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 ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0% less funds holding

Funds holding: 833830 (-3)

19% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 283

Holders
830
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
$1.76M
Puts
$272K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
501
Lifestyle Asset Management
Texas
$370K
WDG
502
Wealth Dimensions Group
Ohio
$369K
S
503
SimplyRich
California
$367K
TA
504
TrueWealth Advisors
Alabama
$362K
SC
505
SouthState Corp
Florida
$360K
SFGM
506
Stonebridge Financial Group (Missouri)
Missouri
$359K
CPSAC
507
Chas P. Smith & Associates (CPS)
Florida
$359K
GPW
508
Genesis Private Wealth
Virginia
$357K
RB
509
Renasant Bank
Mississippi
$355K
VWM
510
Valley Wealth Managers
New Jersey
$355K
CIA
511
Capital Investment Advisors
Georgia
$349K
FCP
512
Fidelis Capital Partners
Florida
$349K
DC
513
Davenport & Co
Virginia
$348K
BAMG
514
Brand Asset Management Group
Missouri
$348K
DT
515
Diversified Trust
Tennessee
$347K
AWMM
516
Aegis Wealth Management (Maryland)
Maryland
$346K
WS
517
Wedbush Securities
California
$346K
AF
518
Advisornet Financial
Minnesota
$345K
DAS
519
Dynamic Advisor Solutions
Arizona
$342K
CIA
520
Compass Ion Advisors
Pennsylvania
$341K
AUB
521
Atlantic Union Bankshares
Virginia
$339K
CWS
522
Confluence Wealth Services
Pennsylvania
$334K
SYBT
523
Stock Yards Bank & Trust
Kentucky
$333K
MFP
524
Meramec Financial Planners
Missouri
$332K
Neuberger Berman Group
525
Neuberger Berman Group
New York
$331K