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iShares S&P Small-Cap 600 Value ETF

840 hedge funds and large institutions have $4.75B invested in iShares S&P Small-Cap 600 Value ETF in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 232 increasing their positions, 291 reducing their positions, and 52 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 capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1% more funds holding

Funds holding: 835840 (+5)

20% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 291

Holders
840
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.76M
Puts
$272K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
626
Inlight Wealth Management
Georgia
$230K
VFA
627
Valeo Financial Advisors
Indiana
$228K
TCOTS
628
Trust Company of the South
North Carolina
$227K
Luther King Capital Management (LKCM)
629
Luther King Capital Management (LKCM)
Texas
$226K
FWMP
630
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$226K
WCP
631
Wick Capital Partners
Pennsylvania
$226K
BCM
632
Brookstone Capital Management
Illinois
$225K
ACA
633
Aptus Capital Advisors
Alabama
$224K
JGIA
634
Jackson Grant Investment Advisers
Connecticut
$224K
WC
635
Weil Company
California
$219K
AIM
636
Allen Investment Management
New York
$217K
ORG
637
Optimist Retirement Group
Washington
$217K
SWP
638
Sagespring Wealth Partners
Tennessee
$217K
SG
639
Sharper & Granite
California
$216K
FFA
640
Fortune Financial Advisors
Kansas
$216K
EA
641
Enclave Advisors
Texas
$214K
JPLA
642
Joseph P. Lucia & Associates
New York
$214K
GSEP
643
Golden State Equity Partners
California
$213K
RCG
644
Regatta Capital Group
California
$213K
Bessemer Group
645
Bessemer Group
New Jersey
$212K
BFO
646
Boston Family Office
Massachusetts
$212K
CWP
647
Corepath Wealth Partners
Arizona
$211K
BOPW
648
Brandywine Oak Private Wealth
Pennsylvania
$211K
WIM
649
WealthPlan Investment Management
Nebraska
$210K
QFA
650
Quantum Financial Advisors
California
$207K