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iShares S&P Small-Cap 600 Value ETF

822 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 94 funds opening new positions, 226 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 (+$31.8M)

0.22% less ownership

Funds ownership: 59.12%58.9% (-0.22%)

22% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 288

Holders
822
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
CFM
751
Cornerstone Financial Management
Massachusetts
$25.8K
S
752
SignatureFD
Georgia
$25.6K
RFS
753
Richardson Financial Services
Massachusetts
$25.5K
MTI
754
Merrithew & Thorsten Inc
California
$25K
CC
755
Corsicana & Co
Texas
$24.6K
HFS
756
Hughes Financial Services
Virginia
$24K
CI
757
CX Institutional
Indiana
$23K
PW
758
Pandora Wealth
Illinois
$22.7K
AF
759
Abound Financial
California
$22.7K
UFPG
760
United Financial Planning Group
New York
$22.6K
MWM
761
MGB Wealth Management
Texas
$22.5K
FCG
762
Financial Connections Group
California
$21K
SGK
763
Steigerwald Gordon & Koch
Virginia
$20.5K
NWMP
764
Noble Wealth Management PBC
Colorado
$20.5K
CSPIA
765
Cary Street Partners Investment Advisory
Virginia
$19.8K
RTL
766
Red Tortoise LLC
Georgia
$19.5K
CFB
767
Cullen/Frost Bankers
Texas
$18.8K
LBC
768
Lowe Brockenbrough & Co
Virginia
$18.6K
HFS
769
Hantz Financial Services
Michigan
$18K
AIS
770
Advocate Investing Services
Maryland
$18K
TCM
771
Triumph Capital Management
Colorado
$17.8K
FUBT
772
First United Bank & Trust
Maryland
$17.1K
EB
773
Eastern Bank
Massachusetts
$17.1K
PWA
774
Principia Wealth Advisory
Texas
$15.8K
ITIM
775
Indiana Trust & Investment Management
Indiana
$14.6K