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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
EPW
676
Evergreen Private Wealth
Colorado
$133K
LAMC
677
Longview Asset Management (California)
California
$133K
AA
678
Ancora Advisors
Ohio
$130K
SWM
679
SHP Wealth Management
Massachusetts
$127K
GTAM
680
Global Trust Asset Management
Florida
$120K
HI
681
Horizon Investments
North Carolina
$120K
CI
682
Cordant Inc
Oregon
$112K
NEWAS
683
N.E.W. Advisory Services
Wisconsin
$111K
FHA
684
Flagship Harbor Advisors
Massachusetts
$107K
DSC
685
Duncker Streett & Co
Missouri
$105K
AT
686
Arlington Trust
Alabama
$104K
GEA
687
Glen Eagle Advisors
New Jersey
$94.4K
PGAM
688
Princeton Global Asset Management
New Jersey
$94.3K
T
689
Tidemark
California
$93.3K
HHCP
690
Hilton Head Capital Partners
South Carolina
$92.9K
OCM
691
Orion Capital Management
California
$91.4K
BFO
692
Biltmore Family Office
North Carolina
$91K
MFT
693
Moisand Fitzgerald Tamayo
Florida
$90.6K
HNB
694
Hilltop National Bank
Wyoming
$88.7K
ST
695
Smithfield Trust
Pennsylvania
$81K
WTA
696
Washington Trust Advisors
Massachusetts
$78.9K
CWP
697
Concord Wealth Partners
Virginia
$77.1K
CTB
698
Country Trust Bank
Illinois
$74.9K
RIL
699
Rothschild Investment LLC
Illinois
$73.2K
GI
700
GAMMA Investing
California
$70.5K