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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
CRC
601
Curi RMB Capital
Illinois
$232K
PWM
602
Perigon Wealth Management
California
$230K
VF
603
Vawter Financial
Ohio
$230K
BP
604
BBR Partners
New York
$227K
JWM
605
Jeppson Wealth Management
California
$227K
TWC
606
TD Waterhouse Canada
Ontario, Canada
$227K
CTA
607
Camelot Technology Advisors
California
$227K
IA
608
IFG Advisors
Missouri
$225K
BFA
609
Benningfield Financial Advisors
California
$223K
KP
610
Keel Point
Alabama
$222K
FAL
611
Focused Alpha LLC
Colorado
$222K
TCWA
612
Turtle Creek Wealth Advisors
Texas
$222K
Kayne Anderson Rudnick Investment Management
613
Kayne Anderson Rudnick Investment Management
California
$220K
CWP
614
Corepath Wealth Partners
Arizona
$220K
National Bank of Canada
615
National Bank of Canada
Quebec, Canada
$219K
BFO
616
Boston Family Office
Massachusetts
$219K
TCOTS
617
Trust Company of the South
North Carolina
$218K
FWMP
618
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$217K
WCP
619
Wick Capital Partners
Pennsylvania
$217K
JGIA
620
Jackson Grant Investment Advisers
Connecticut
$214K
SFA
621
Sequoia Financial Advisors
Ohio
$213K
IA
622
IFG Advisory
Georgia
$212K
WC
623
Weil Company
California
$210K
DWP
624
Destiny Wealth Partners
Florida
$210K
SEI Investments
625
SEI Investments
Pennsylvania
$209K