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iShares S&P Small-Cap 600 Value ETF

824 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 95 funds opening new positions, 227 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 (+$32.6M)

0.21% less ownership

Funds ownership: 59.15%58.94% (-0.21%)

21% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 288

Holders
824
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
HWA
651
HHM Wealth Advisors
Tennessee
$189K
SS
652
Sunbelt Securities
Texas
$183K
CFS
653
CGC Financial Services
Oregon
$181K
IIL
654
Insight Inv LLC
California
$179K
MPCG
655
Matrix Private Capital Group
New York
$176K
AIA
656
Arcadia Investment Advisors
Idaho
$175K
VWA
657
VSM Wealth Advisory
Maryland
$175K
VDBMI
658
Van Den Berg Management I
Texas
$173K
WCM
659
Winthrop Capital Management
Indiana
$173K
UBS AM
660
UBS AM
Illinois
$173K
HWM
661
HighMark Wealth Management
Minnesota
$171K
ACA
662
Aptus Capital Advisors
Alabama
$165K
DWM
663
Dogwood Wealth Management
Kansas
$165K
MA
664
Montag & Associates
Georgia
$161K
OC
665
Oakworth Capital
Alabama
$150K
AP
666
Atwood & Palmer
Missouri
$145K
CWM
667
Copia Wealth Management
Oregon
$143K
GWM
668
Geneos Wealth Management
Colorado
$143K
HCM
669
Hollencrest Capital Management
California
$142K
HPC
670
HM Payson & Co
Maine
$142K
CT
671
Coastline Trust
Rhode Island
$141K
WIM
672
Westside Investment Management
California
$138K
PTC
673
Private Trust Company
Ohio
$137K
HAP
674
Harbor Asset Planning
Massachusetts
$136K
LWANC
675
Laurel Wealth Advisors (North Carolina)
North Carolina
$135K