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iShares S&P Small-Cap 600 Value ETF

824 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 95 funds opening new positions, 227 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 (+$32.6M)

0.21% less ownership

Funds ownership: 59.15%58.94% (-0.21%)

21% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 288

Holders
824
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
AWMM
526
Aegis Wealth Management (Maryland)
Maryland
$333K
SYBT
527
Stock Yards Bank & Trust
Kentucky
$332K
WH
528
Willner & Heller
California
$332K
Russell Investments Group
529
Russell Investments Group
United Kingdom
$331K
CIA
530
Compass Ion Advisors
Pennsylvania
$327K
NP
531
NorthRock Partners
Minnesota
$327K
KOC
532
Koss-Olinger Consulting
Florida
$326K
VC
533
Vicus Capital
Pennsylvania
$322K
SPL
534
Smart Portfolios LLC
Washington
$322K
CWS
535
Confluence Wealth Services
Pennsylvania
$321K
FSA
536
Fort Sheridan Advisors
Illinois
$317K
CFG
537
Compass Financial Group
Ohio
$310K
WF
538
Warner Financial
Maryland
$308K
AW
539
Avion Wealth
Texas
$307K
CP
540
Cornerstone Planning
North Carolina
$307K
DT
541
Diversified Trust
Tennessee
$307K
KF
542
Krilogy Financial
Missouri
$306K
SSWM
543
Smith Salley Wealth Management
North Carolina
$305K
VFG
544
Victory Financial Group
Texas
$304K
DFG
545
Dynamic Financial Group
Iowa
$301K
MC
546
Moors & Cabot
Massachusetts
$296K
SI
547
Saxon Interests
Texas
$294K
MFC
548
Mechanics Financial Corp
Ohio
$293K
FWI
549
Facet Wealth Inc
Maryland
$292K
SWM
550
Sterling Wealth Management
Illinois
$292K