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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
FGA
726
Fortis Group Advisors
New Jersey
$36K
AIP
727
Ameritas Investment Partners
Nebraska
$35.3K
CT
728
Caldwell Trust
Florida
$34.7K
TCOT
729
Trust Company of Toledo
Ohio
$34.5K
MTIC
730
Missouri Trust & Investment Company
Missouri
$34.1K
VWWMG
731
Vermillion & White Wealth Management Group
Pennsylvania
$34.1K
EWM
732
Evermay Wealth Management
Virginia
$33.3K
WPA
733
Wealth Preservation Advisors
Tennessee
$32.1K
GFA
734
Godfrey Financial Associates
New York
$31.6K
MSL
735
Monetary Solutions, Ltd
Ohio
$31.4K
TAM
736
Tucker Asset Management
Colorado
$30.9K
CICI
737
Capital Investment Counsel Inc
North Carolina
$30.5K
RFP
738
Root Financial Partners
California
$30.3K
FG
739
Fairman Group
Pennsylvania
$28.7K
SC
740
Stephens Consulting
Michigan
$28.4K
UIA
741
Ulland Investment Advisors
Minnesota
$28K
PCM
742
Palouse Capital Management
Washington
$27.7K
CFM
743
Cornerstone Financial Management
Massachusetts
$25.8K
S
744
SignatureFD
Georgia
$25.6K
RFS
745
Richardson Financial Services
Massachusetts
$25.5K
MTI
746
Merrithew & Thorsten Inc
California
$25K
CC
747
Corsicana & Co
Texas
$24.6K
HFS
748
Hughes Financial Services
Virginia
$24K
CI
749
CX Institutional
Indiana
$23K
PW
750
Pandora Wealth
Illinois
$22.7K