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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
Goldman Sachs
51
Goldman Sachs
New York
$14.6M
WA
52
Waverly Advisors
Alabama
$14.3M
PFM
53
Phillips Financial Management
Indiana
$12.9M
WA
54
Wealth Architects
California
$12.5M
CIBC World Market
55
CIBC World Market
Ontario, Canada
$12.3M
CBA
56
Coastal Bridge Advisors
Connecticut
$12.1M
PFPG
57
Pinnacle Financial Partners (Georgia)
Georgia
$11.8M
LSPW
58
Lake Street Private Wealth
Illinois
$11.5M
Lido Advisors
59
Lido Advisors
California
$11.2M
OCM
60
One Capital Management
California
$10.9M
Comerica Bank
61
Comerica Bank
Texas
$10.9M
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$10.2M
RFA
63
RTD Financial Advisors
Pennsylvania
$10.1M
AMG
64
Asset Management Group
Connecticut
$9.99M
HFBOT
65
Home Federal Bank of Tennessee
Tennessee
$9.7M
GT
66
Glenmede Trust
Pennsylvania
$9.47M
VFS
67
Valpey Financial Services
New Hampshire
$9.44M
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$9.41M
Corient Private Wealth
69
Corient Private Wealth
Florida
$9.4M
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$9.36M
PFS
71
Prospera Financial Services
Texas
$9.11M
CCWM
72
Cassaday & Co Wealth Management
Virginia
$9.01M
SFP
73
Sterling Financial Planning
New Jersey
$8.99M
AWA
74
Arkadios Wealth Advisors
Georgia
$8.96M
PL
75
Polianta Ltd
Jersey
$8.9M