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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
EWA
576
EverSource Wealth Advisors
Alabama
$258K
WG
577
Welch Group
Alabama
$258K
GSWM
578
Greenup Street Wealth Management
Michigan
$258K
MPIA
579
Milestones Private Investment Advisors
New York
$256K
HIMC
580
Heritage Investors Management Corp
Maryland
$256K
KFP
581
Keener Financial Planning
Texas
$256K
FM
582
Foster & Motley
Ohio
$255K
SHGA
583
Sand Hill Global Advisors
California
$254K
CFG
584
Cosner Financial Group
Colorado
$250K
PAM
585
Peak Asset Management
Colorado
$250K
PCM
586
Park Capital Management
Wisconsin
$249K
BCL
587
BDFS Capital LLC
Delaware
$249K
EA
588
Enclave Advisors
Texas
$249K
TW
589
Towerpoint Wealth
California
$246K
GPA
590
Guidance Point Advisors
Massachusetts
$242K
LPP
591
Life Planning Partners
Florida
$240K
FMII
592
Farmers & Merchants Investments Inc
Nebraska
$239K
Neuberger Berman Group
593
Neuberger Berman Group
New York
$239K
WQ
594
Wealth Quarterback
New Jersey
$238K
VFA
595
Valeo Financial Advisors
Indiana
$236K
Luther King Capital Management (LKCM)
596
Luther King Capital Management (LKCM)
Texas
$234K
GFA
597
Gallagher Fiduciary Advisors
Illinois
$233K
CCA
598
Conservest Capital Advisors
Pennsylvania
$233K
PIA
599
Panoramic Investment Advisors
Colorado
$233K
AWA
600
Arete Wealth Advisors
Illinois
$232K