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iShares S&P Small-Cap 600 Value ETF

824 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 95 funds opening new positions, 227 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 (+$32.6M)

0.21% less ownership

Funds ownership: 59.15%58.94% (-0.21%)

21% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 288

Holders
824
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
Neuberger Berman Group
601
Neuberger Berman Group
New York
$239K
WQ
602
Wealth Quarterback
New Jersey
$238K
VFA
603
Valeo Financial Advisors
Indiana
$236K
Luther King Capital Management (LKCM)
604
Luther King Capital Management (LKCM)
Texas
$234K
GFA
605
Gallagher Fiduciary Advisors
Illinois
$233K
CCA
606
Conservest Capital Advisors
Pennsylvania
$233K
PIA
607
Panoramic Investment Advisors
Colorado
$233K
AWA
608
Arete Wealth Advisors
Illinois
$232K
CRC
609
Curi RMB Capital
Illinois
$232K
PWM
610
Perigon Wealth Management
California
$230K
VF
611
Vawter Financial
Ohio
$230K
BP
612
BBR Partners
New York
$227K
TWC
613
TD Waterhouse Canada
Ontario, Canada
$227K
JWM
614
Jeppson Wealth Management
California
$227K
CTA
615
Camelot Technology Advisors
California
$227K
IA
616
IFG Advisors
Missouri
$225K
BFA
617
Benningfield Financial Advisors
California
$223K
KP
618
Keel Point
Alabama
$222K
FAL
619
Focused Alpha LLC
Colorado
$222K
TCWA
620
Turtle Creek Wealth Advisors
Texas
$222K
Kayne Anderson Rudnick Investment Management
621
Kayne Anderson Rudnick Investment Management
California
$220K
CWP
622
Corepath Wealth Partners
Arizona
$220K
National Bank of Canada
623
National Bank of Canada
Quebec, Canada
$219K
BFO
624
Boston Family Office
Massachusetts
$219K
TCOTS
625
Trust Company of the South
North Carolina
$218K