IJS icon

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
DSC
676
Duncker Streett & Co
Missouri
$105K
AT
677
Arlington Trust
Alabama
$104K
GEA
678
Glen Eagle Advisors
New Jersey
$94.4K
PGAM
679
Princeton Global Asset Management
New Jersey
$94.3K
T
680
Tidemark
California
$93.3K
HHCP
681
Hilton Head Capital Partners
South Carolina
$92.9K
OCM
682
Orion Capital Management
California
$91.4K
BFO
683
Biltmore Family Office
North Carolina
$91K
MFT
684
Moisand Fitzgerald Tamayo
Florida
$90.6K
HNB
685
Hilltop National Bank
Wyoming
$88.7K
ST
686
Smithfield Trust
Pennsylvania
$81K
WTA
687
Washington Trust Advisors
Massachusetts
$78.9K
CWP
688
Concord Wealth Partners
Virginia
$77.1K
CTB
689
Country Trust Bank
Illinois
$74.9K
RIL
690
Rothschild Investment LLC
Illinois
$73.2K
GI
691
GAMMA Investing
California
$70.5K
CPG
692
Cornerstone Planning Group
New Jersey
$70.1K
MWPCG
693
Measured Wealth Private Client Group
New Hampshire
$70.1K
SAM
694
Smartleaf Asset Management
Massachusetts
$68.1K
Qube Research & Technologies (QRT)
695
Qube Research & Technologies (QRT)
United Kingdom
$67.7K
HI
696
Harbour Investments
Wisconsin
$65.9K
CTC
697
Central Trust Company
Missouri
$63.6K
AAG
698
Armstrong Advisory Group
Massachusetts
$62.5K
PIA
699
Powell Investment Advisors
Florida
$60.6K
TWM
700
Topsail Wealth Management
North Carolina
$60.5K