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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
JGIA
626
Jackson Grant Investment Advisers
Connecticut
$214K
SFA
627
Sequoia Financial Advisors
Ohio
$213K
IA
628
IFG Advisory
Georgia
$212K
WC
629
Weil Company
California
$210K
DWP
630
Destiny Wealth Partners
Florida
$210K
SEI Investments
631
SEI Investments
Pennsylvania
$209K
AIM
632
Allen Investment Management
New York
$209K
ORG
633
Optimist Retirement Group
Washington
$208K
SWP
634
Sagespring Wealth Partners
Tennessee
$208K
SG
635
Sharper & Granite
California
$208K
CCM
636
Chilton Capital Management
Texas
$208K
AAS
637
Ameritas Advisory Services
Nebraska
$205K
JPLA
638
Joseph P. Lucia & Associates
New York
$205K
FFA
639
Fortune Financial Advisors
Kansas
$205K
SFPG
640
Stonebridge Financial Planning Group
Florida
$205K
OP
641
ORG Partners
Indiana
$205K
MCM
642
MV Capital Management
Maryland
$204K
RCG
643
Regatta Capital Group
California
$204K
WB
644
Webster Bank
Connecticut
$202K
BOPW
645
Brandywine Oak Private Wealth
Pennsylvania
$202K
LOWM
646
Laurel Oak Wealth Management
New Jersey
$200K
NB
647
NBT Bank
New York
$198K
AIC
648
Archer Investment Corporation
Indiana
$191K
HWA
649
HHM Wealth Advisors
Tennessee
$189K
SS
650
Sunbelt Securities
Texas
$183K