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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
WCM
651
Winthrop Capital Management
Indiana
$173K
UBS AM
652
UBS AM
Illinois
$173K
HWM
653
HighMark Wealth Management
Minnesota
$171K
ACA
654
Aptus Capital Advisors
Alabama
$165K
DWM
655
Dogwood Wealth Management
Kansas
$165K
MA
656
Montag & Associates
Georgia
$161K
OC
657
Oakworth Capital
Alabama
$150K
AP
658
Atwood & Palmer
Missouri
$145K
CWM
659
Copia Wealth Management
Oregon
$143K
GWM
660
Geneos Wealth Management
Colorado
$143K
HCM
661
Hollencrest Capital Management
California
$142K
HPC
662
HM Payson & Co
Maine
$142K
CT
663
Coastline Trust
Rhode Island
$141K
WIM
664
Westside Investment Management
California
$138K
PTC
665
Private Trust Company
Ohio
$137K
HAP
666
Harbor Asset Planning
Massachusetts
$136K
LWANC
667
Laurel Wealth Advisors (North Carolina)
North Carolina
$135K
EPW
668
Evergreen Private Wealth
Colorado
$133K
LAMC
669
Longview Asset Management (California)
California
$133K
AA
670
Ancora Advisors
Ohio
$130K
GTAM
671
Global Trust Asset Management
Florida
$120K
HI
672
Horizon Investments
North Carolina
$120K
CI
673
Cordant Inc
Oregon
$112K
NEWAS
674
N.E.W. Advisory Services
Wisconsin
$111K
FHA
675
Flagship Harbor Advisors
Massachusetts
$107K