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iShares S&P Small-Cap 600 Value ETF

811 hedge funds and large institutions have $3.96B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 227 increasing their positions, 285 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:

1.43% more ownership

Funds ownership: 59.1%60.54% (+1.4%)

1% more capital invested

Capital invested by funds: $3.94B → $3.96B (+$27.4M)

20% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 285

Holders
811
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
Russell Investments Group
526
Russell Investments Group
United Kingdom
$331K
CIA
527
Compass Ion Advisors
Pennsylvania
$327K
NP
528
NorthRock Partners
Minnesota
$327K
KOC
529
Koss-Olinger Consulting
Florida
$326K
VC
530
Vicus Capital
Pennsylvania
$322K
SPL
531
Smart Portfolios LLC
Washington
$322K
CWS
532
Confluence Wealth Services
Pennsylvania
$321K
FSA
533
Fort Sheridan Advisors
Illinois
$317K
WF
534
Warner Financial
Maryland
$308K
AW
535
Avion Wealth
Texas
$307K
DT
536
Diversified Trust
Tennessee
$307K
KF
537
Krilogy Financial
Missouri
$306K
SSWM
538
Smith Salley Wealth Management
North Carolina
$305K
VFG
539
Victory Financial Group
Texas
$304K
DFG
540
Dynamic Financial Group
Iowa
$301K
MC
541
Moors & Cabot
Massachusetts
$296K
SI
542
Saxon Interests
Texas
$294K
MFC
543
Mechanics Financial Corp
Ohio
$293K
FWI
544
Facet Wealth Inc
Maryland
$292K
SWM
545
Sterling Wealth Management
Illinois
$292K
KAS
546
KPP Advisory Services
Kentucky
$290K
AEPWM
547
Atlantic Edge Private Wealth Management
Florida
$289K
BPWM
548
BCS Private Wealth Management
New Jersey
$288K
VFIC
549
Valley Forge Investment Consultants
Pennsylvania
$284K
MCM
550
MidAtlantic Capital Management
Virginia
$282K