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iShares S&P Small-Cap 600 Value ETF

840 hedge funds and large institutions have $4.75B invested in iShares S&P Small-Cap 600 Value ETF in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 232 increasing their positions, 291 reducing their positions, and 52 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:

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1% more funds holding

Funds holding: 835840 (+5)

20% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 291

Holders
840
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
NRC
501
New Republic Capital
North Carolina
$392K
SFC
502
SYM Financial Corp
Indiana
$386K
SIC
503
Shoker Investment Counsel
Ohio
$384K
MBT
504
Montecito Bank & Trust
California
$382K
GIA
505
Gladstone Institutional Advisory
Florida
$381K
SGI
506
Summit Global Investments
Utah
$375K
GC
507
Grimes & Company
Massachusetts
$372K
EW
508
Element Wealth
Mississippi
$371K
TWM
509
Thryve Wealth Management
Texas
$370K
LAM
510
Lifestyle Asset Management
Texas
$370K
WDG
511
Wealth Dimensions Group
Ohio
$369K
S
512
SimplyRich
California
$367K
TA
513
TrueWealth Advisors
Alabama
$362K
SC
514
SouthState Corp
Florida
$360K
SFGM
515
Stonebridge Financial Group (Missouri)
Missouri
$359K
CPSAC
516
Chas P. Smith & Associates (CPS)
Florida
$359K
GPW
517
Genesis Private Wealth
Virginia
$357K
RB
518
Renasant Bank
Mississippi
$355K
VWM
519
Valley Wealth Managers
New Jersey
$355K
CIA
520
Capital Investment Advisors
Georgia
$349K
FCP
521
Fidelis Capital Partners
Florida
$349K
DC
522
Davenport & Co
Virginia
$348K
BAMG
523
Brand Asset Management Group
Missouri
$348K
DT
524
Diversified Trust
Tennessee
$347K
AWMM
525
Aegis Wealth Management (Maryland)
Maryland
$346K