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iShares S&P Small-Cap 600 Value ETF

785 hedge funds and large institutions have $3.94B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 219 increasing their positions, 287 reducing their positions, and 49 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 capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 773785 (+12)

0.02% more ownership

Funds ownership: 59.13%59.15% (+0.02%)

24% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 287

Holders
785
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.83M
Puts
$1.65M
Net Calls
Net Calls Change

Top Buyers

1 +$37.7M
2 +$22.2M
3 +$14M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$12.7M
5
UBS Group
UBS Group
Switzerland
+$8.59M

Top Sellers

1 -$23.6M
2 -$22.5M
3 -$13.5M
4
RIM
Redwood Investment Management
Arizona
-$10.2M
5
Goldman Sachs
Goldman Sachs
New York
-$9.11M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
601
Sagespring Wealth Partners
Tennessee
$208K
JGIA
602
Jackson Grant Investment Advisers
Connecticut
$207K
SFA
603
Sequoia Financial Advisors
Ohio
$206K
TFS
604
Thoroughbred Financial Services
Tennessee
$206K
PMFA
605
Plante Moran Financial Advisors
Michigan
$205K
MF
606
Meridian Financial
Massachusetts
$204K
AIM
607
Allen Investment Management
New York
$203K
SEI Investments
608
SEI Investments
Pennsylvania
$203K
EWA
609
EverSource Wealth Advisors
Alabama
$203K
SG
610
Sharper & Granite
California
$202K
ORG
611
Optimist Retirement Group
Washington
$202K
OP
612
ORG Partners
Indiana
$201K
MCM
613
MV Capital Management
Maryland
$199K
IIL
614
Insight Inv LLC
California
$198K
NB
615
NBT Bank
New York
$197K
HIA
616
Harbor Investment Advisory
Maryland
$197K
BIA
617
Benchmark Investment Advisors
Illinois
$190K
HWA
618
HHM Wealth Advisors
Tennessee
$184K
SS
619
Sunbelt Securities
Texas
$182K
GFWA
620
Grey Fox Wealth Advisors
Delaware
$174K
HWM
621
HighMark Wealth Management
Minnesota
$172K
MPCG
622
Matrix Private Capital Group
New York
$171K
AIA
623
Arcadia Investment Advisors
Idaho
$170K
VWA
624
VSM Wealth Advisory
Maryland
$170K
WCM
625
Winthrop Capital Management
Indiana
$169K