IJS icon

iShares S&P Small-Cap 600 Value ETF

824 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 95 funds opening new positions, 227 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 (+$32.6M)

0.21% less ownership

Funds ownership: 59.15%58.94% (-0.21%)

21% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 288

Holders
824
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
UIA
751
Ulland Investment Advisors
Minnesota
$28K
PCM
752
Palouse Capital Management
Washington
$27.7K
CFM
753
Cornerstone Financial Management
Massachusetts
$25.8K
S
754
SignatureFD
Georgia
$25.6K
RFS
755
Richardson Financial Services
Massachusetts
$25.5K
MTI
756
Merrithew & Thorsten Inc
California
$25K
CC
757
Corsicana & Co
Texas
$24.6K
HFS
758
Hughes Financial Services
Virginia
$24K
CI
759
CX Institutional
Indiana
$23K
PW
760
Pandora Wealth
Illinois
$22.7K
AF
761
Abound Financial
California
$22.7K
UFPG
762
United Financial Planning Group
New York
$22.6K
MWM
763
MGB Wealth Management
Texas
$22.5K
FCG
764
Financial Connections Group
California
$21K
NWMP
765
Noble Wealth Management PBC
Colorado
$20.5K
SGK
766
Steigerwald Gordon & Koch
Virginia
$20.5K
CSPIA
767
Cary Street Partners Investment Advisory
Virginia
$19.8K
RTL
768
Red Tortoise LLC
Georgia
$19.5K
CFB
769
Cullen/Frost Bankers
Texas
$18.8K
LBC
770
Lowe Brockenbrough & Co
Virginia
$18.6K
HFS
771
Hantz Financial Services
Michigan
$18K
AIS
772
Advocate Investing Services
Maryland
$18K
TCM
773
Triumph Capital Management
Colorado
$17.8K
FUBT
774
First United Bank & Trust
Maryland
$17.1K
EB
775
Eastern Bank
Massachusetts
$17.1K