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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
AIM
626
Allen Investment Management
New York
$209K
ORG
627
Optimist Retirement Group
Washington
$208K
SWP
628
Sagespring Wealth Partners
Tennessee
$208K
SG
629
Sharper & Granite
California
$208K
CCM
630
Chilton Capital Management
Texas
$208K
AAS
631
Ameritas Advisory Services
Nebraska
$205K
JPLA
632
Joseph P. Lucia & Associates
New York
$205K
FFA
633
Fortune Financial Advisors
Kansas
$205K
SFPG
634
Stonebridge Financial Planning Group
Florida
$205K
OP
635
ORG Partners
Indiana
$205K
MCM
636
MV Capital Management
Maryland
$204K
RCG
637
Regatta Capital Group
California
$204K
WB
638
Webster Bank
Connecticut
$202K
BOPW
639
Brandywine Oak Private Wealth
Pennsylvania
$202K
LOWM
640
Laurel Oak Wealth Management
New Jersey
$200K
NB
641
NBT Bank
New York
$198K
AIC
642
Archer Investment Corporation
Indiana
$191K
HWA
643
HHM Wealth Advisors
Tennessee
$189K
SS
644
Sunbelt Securities
Texas
$183K
CFS
645
CGC Financial Services
Oregon
$181K
IIL
646
Insight Inv LLC
California
$179K
MPCG
647
Matrix Private Capital Group
New York
$176K
AIA
648
Arcadia Investment Advisors
Idaho
$175K
VWA
649
VSM Wealth Advisory
Maryland
$175K
VDBMI
650
Van Den Berg Management I
Texas
$173K