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iShares S&P Small-Cap 600 Value ETF

822 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 94 funds opening new positions, 226 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 (+$31.8M)

0.22% less ownership

Funds ownership: 59.12%58.9% (-0.22%)

22% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 288

Holders
822
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
GHA
51
GW Henssler & Associates
Georgia
$15.1M
Goldman Sachs
52
Goldman Sachs
New York
$14.6M
WA
53
Waverly Advisors
Alabama
$14.3M
PFM
54
Phillips Financial Management
Indiana
$12.9M
WA
55
Wealth Architects
California
$12.5M
CIBC World Market
56
CIBC World Market
Ontario, Canada
$12.3M
CBA
57
Coastal Bridge Advisors
Connecticut
$12.1M
PFPG
58
Pinnacle Financial Partners (Georgia)
Georgia
$11.8M
LSPW
59
Lake Street Private Wealth
Illinois
$11.5M
Lido Advisors
60
Lido Advisors
California
$11.2M
OCM
61
One Capital Management
California
$10.9M
Comerica Bank
62
Comerica Bank
Texas
$10.9M
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$10.2M
RFA
64
RTD Financial Advisors
Pennsylvania
$10.1M
AMG
65
Asset Management Group
Connecticut
$9.99M
HFBOT
66
Home Federal Bank of Tennessee
Tennessee
$9.7M
GT
67
Glenmede Trust
Pennsylvania
$9.47M
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$9.41M
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$9.36M
PFS
70
Prospera Financial Services
Texas
$9.11M
CCWM
71
Cassaday & Co Wealth Management
Virginia
$9.01M
SFP
72
Sterling Financial Planning
New Jersey
$8.99M
AWA
73
Arkadios Wealth Advisors
Georgia
$8.96M
PL
74
Polianta Ltd
Jersey
$8.9M
BPA
75
Beacon Pointe Advisors
California
$8.9M