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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
AF
751
Abound Financial
California
$22.7K
UFPG
752
United Financial Planning Group
New York
$22.6K
MWM
753
MGB Wealth Management
Texas
$22.5K
FCG
754
Financial Connections Group
California
$21K
SGK
755
Steigerwald Gordon & Koch
Virginia
$20.5K
NWMP
756
Noble Wealth Management PBC
Colorado
$20.5K
CSPIA
757
Cary Street Partners Investment Advisory
Virginia
$19.8K
RTL
758
Red Tortoise LLC
Georgia
$19.5K
CFB
759
Cullen/Frost Bankers
Texas
$18.8K
LBC
760
Lowe Brockenbrough & Co
Virginia
$18.6K
HFS
761
Hantz Financial Services
Michigan
$18K
AIS
762
Advocate Investing Services
Maryland
$18K
TCM
763
Triumph Capital Management
Colorado
$17.8K
EB
764
Eastern Bank
Massachusetts
$17.1K
FUBT
765
First United Bank & Trust
Maryland
$17.1K
PWA
766
Principia Wealth Advisory
Texas
$15.8K
ITIM
767
Indiana Trust & Investment Management
Indiana
$14.6K
TFG
768
Team Financial Group
California
$14.2K
PPL
769
Planning Project LLC
Texas
$14.2K
PP
770
Pacifica Partners
Canada
$13.5K
WWA
771
Wealth Watch Advisors
Colorado
$12.8K
CW
772
Curio Wealth
Maryland
$12.8K
GSWM
773
Golden State Wealth Management
California
$12.6K
DPW
774
DiNuzzo Private Wealth
Pennsylvania
$12.5K
JFGIW
775
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.3K