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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
VFA
601
Valeo Financial Advisors
Indiana
$236K
Luther King Capital Management (LKCM)
602
Luther King Capital Management (LKCM)
Texas
$234K
GFA
603
Gallagher Fiduciary Advisors
Illinois
$233K
CCA
604
Conservest Capital Advisors
Pennsylvania
$233K
PIA
605
Panoramic Investment Advisors
Colorado
$233K
AWA
606
Arete Wealth Advisors
Illinois
$232K
CRC
607
Curi RMB Capital
Illinois
$232K
PWM
608
Perigon Wealth Management
California
$230K
VF
609
Vawter Financial
Ohio
$230K
BP
610
BBR Partners
New York
$227K
JWM
611
Jeppson Wealth Management
California
$227K
TWC
612
TD Waterhouse Canada
Ontario, Canada
$227K
CTA
613
Camelot Technology Advisors
California
$227K
IA
614
IFG Advisors
Missouri
$225K
BFA
615
Benningfield Financial Advisors
California
$223K
KP
616
Keel Point
Alabama
$222K
FAL
617
Focused Alpha LLC
Colorado
$222K
TCWA
618
Turtle Creek Wealth Advisors
Texas
$222K
Kayne Anderson Rudnick Investment Management
619
Kayne Anderson Rudnick Investment Management
California
$220K
CWP
620
Corepath Wealth Partners
Arizona
$220K
National Bank of Canada
621
National Bank of Canada
Quebec, Canada
$219K
BFO
622
Boston Family Office
Massachusetts
$219K
TCOTS
623
Trust Company of the South
North Carolina
$218K
FWMP
624
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$217K
WCP
625
Wick Capital Partners
Pennsylvania
$217K