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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
VCM
576
Vines Capital Management
Louisiana
$262K
MBFW
577
Morton Brown Family Wealth
Pennsylvania
$262K
MIM
578
Marco Investment Management
Georgia
$261K
SIM
579
Sims Investment Management
Ohio
$260K
PSCM
580
Per Stirling Capital Management
Texas
$258K
EWA
581
EverSource Wealth Advisors
Alabama
$258K
WG
582
Welch Group
Alabama
$258K
GSWM
583
Greenup Street Wealth Management
Michigan
$258K
MPIA
584
Milestones Private Investment Advisors
New York
$256K
HIMC
585
Heritage Investors Management Corp
Maryland
$256K
KFP
586
Keener Financial Planning
Texas
$256K
FM
587
Foster & Motley
Ohio
$255K
SHGA
588
Sand Hill Global Advisors
California
$254K
CFG
589
Cosner Financial Group
Colorado
$250K
PAM
590
Peak Asset Management
Colorado
$250K
PCM
591
Park Capital Management
Wisconsin
$249K
BC
592
BDFS Capital
Delaware
$249K
EA
593
Enclave Advisors
Texas
$249K
TW
594
Towerpoint Wealth
California
$246K
GPA
595
Guidance Point Advisors
Massachusetts
$242K
LPP
596
Life Planning Partners
Florida
$240K
PPA
597
Painted Porch Advisors
California
$239K
FMII
598
Farmers & Merchants Investments Inc
Nebraska
$239K
Neuberger Berman Group
599
Neuberger Berman Group
New York
$239K
WQ
600
Wealth Quarterback
New Jersey
$238K