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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
WH
526
Willner & Heller
California
$332K
Russell Investments Group
527
Russell Investments Group
United Kingdom
$331K
CIA
528
Compass Ion Advisors
Pennsylvania
$327K
NP
529
NorthRock Partners
Minnesota
$327K
KOC
530
Koss-Olinger Consulting
Florida
$326K
VC
531
Vicus Capital
Pennsylvania
$322K
SPL
532
Smart Portfolios LLC
Washington
$322K
CWS
533
Confluence Wealth Services
Pennsylvania
$321K
FSA
534
Fort Sheridan Advisors
Illinois
$317K
CFG
535
Compass Financial Group
Ohio
$310K
WF
536
Warner Financial
Maryland
$308K
AW
537
Avion Wealth
Texas
$307K
CP
538
Cornerstone Planning
North Carolina
$307K
DT
539
Diversified Trust
Tennessee
$307K
KF
540
Krilogy Financial
Missouri
$306K
SSWM
541
Smith Salley Wealth Management
North Carolina
$305K
VFG
542
Victory Financial Group
Texas
$304K
DFG
543
Dynamic Financial Group
Iowa
$301K
MC
544
Moors & Cabot
Massachusetts
$296K
SI
545
Saxon Interests
Texas
$294K
MFC
546
Mechanics Financial Corp
Ohio
$293K
FWI
547
Facet Wealth Inc
Maryland
$292K
SWM
548
Sterling Wealth Management
Illinois
$292K
GRWP
549
Green Ridge Wealth Planning
New Jersey
$290K
KAS
550
KPP Advisory Services
Kentucky
$290K