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iShares S&P Small-Cap 600 Value ETF

830 hedge funds and large institutions have $4.73B invested in iShares S&P Small-Cap 600 Value ETF in 2026 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 228 increasing their positions, 283 reducing their positions, and 53 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 capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0% less funds holding

Funds holding: 833830 (-3)

19% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 283

Holders
830
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
$1.76M
Puts
$272K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
51
KeyBank National Association
Ohio
$16.6M
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$16.4M
EIP
53
Ellis Investment Partners
Pennsylvania
$16.3M
CA
54
CoreCap Advisors
Michigan
$15.7M
WA
55
Waverly Advisors
Alabama
$15.2M
Goldman Sachs
56
Goldman Sachs
New York
$15.1M
Truist Financial
57
Truist Financial
North Carolina
$14.6M
CBA
58
Coastal Bridge Advisors
Connecticut
$14M
FAN
59
Financial Advisors Network
California
$13.9M
RFM
60
Royal Fund Management
Florida
$13.5M
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$13.1M
WA
62
Wealth Architects
California
$13M
IFG
63
Independent Financial Group
California
$12.9M
Lido Advisors
64
Lido Advisors
California
$12.8M
PFPG
65
Pinnacle Financial Partners (Georgia)
Georgia
$12.4M
CF
66
Centaurus Financial
California
$12.1M
FFA
67
Farther Finance Advisors
California
$11.8M
MFG
68
Merit Financial Group
Georgia
$11.4M
CIBC World Market
69
CIBC World Market
Ontario, Canada
$11.3M
Corient Private Wealth
70
Corient Private Wealth
Florida
$11M
LSPW
71
Lake Street Private Wealth
Illinois
$10.1M
AMG
72
Asset Management Group
Connecticut
$10M
PFM
73
Phillips Financial Management
Indiana
$9.91M
HFBOT
74
Home Federal Bank of Tennessee
Tennessee
$9.89M
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$9.82M