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iShares S&P Small-Cap 600 Value ETF

840 hedge funds and large institutions have $4.75B invested in iShares S&P Small-Cap 600 Value ETF in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 232 increasing their positions, 291 reducing their positions, and 52 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:

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1% more funds holding

Funds holding: 835840 (+5)

20% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 291

Holders
840
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
IBOK
751
Independence Bank of Kentucky
Kentucky
$37.7K
FGA
752
Fortis Group Advisors
New Jersey
$37.5K
AIP
753
Ameritas Investment Partners
Nebraska
$36.7K
CT
754
Caldwell Trust
Florida
$36.1K
TCOT
755
Trust Company of Toledo
Ohio
$35.9K
AP
756
Advisortrust Partners
North Carolina
$35.8K
MWA
757
Medallion Wealth Advisors
Connecticut
$35.5K
MTIC
758
Missouri Trust & Investment Company
Missouri
$35.5K
EWM
759
Evermay Wealth Management
Virginia
$34.7K
GFA
760
Godfrey Financial Associates
New York
$33K
MS
761
Monetary Solutions
Ohio
$32.7K
CICI
762
Capital Investment Counsel Inc
North Carolina
$31.7K
RP
763
Rice Partnership
Hawaii
$31.6K
RFP
764
Root Financial Partners
California
$31.6K
UIA
765
Ulland Investment Advisors
Minnesota
$30K
FG
766
Fairman Group
Pennsylvania
$29.8K
Deutsche Bank
767
Deutsche Bank
Germany
$29.6K
PCM
768
Palouse Capital Management
Washington
$28.9K
TCM
769
Triumph Capital Management
Colorado
$27.8K
AssetMark Inc
770
AssetMark Inc
California
$27.7K
CFM
771
Cornerstone Financial Management
Massachusetts
$26.9K
S
772
SignatureFD
Georgia
$26.7K
RFS
773
Richardson Financial Services
Massachusetts
$26.5K
MTI
774
Merrithew & Thorsten Inc
California
$26K
HFS
775
Hughes Financial Services
Virginia
$25K