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iShares S&P Small-Cap 600 Value ETF

823 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, 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 (+$32.2M)

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
823
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
OWP
801
ORG Wealth Partners
Texas
$6.97K
FCAS
802
First Command Advisory Services
Texas
$6.94K
BA
803
Ballast Advisors
Minnesota
$6.82K
PWAM
804
Private Wealth Asset Management
Iowa
$6.82K
RIA
805
Realta Investment Advisors
Delaware
$5.94K
BWL
806
Bogart Wealth LLC
Virginia
$5.91K
EWM
807
EPG Wealth Management
Georgia
$5.69K
DF
808
Dunhill Financial
United Kingdom
$5.13K
TCOV
809
Trust Company of Vermont
Vermont
$4.89K
GK
810
Graney & King
New York
$4.86K
PRAG
811
Portfolio Resources Advisor Group
Florida
$3.87K
EPGL
812
Estate Planners Group, LLC
Pennsylvania
$3.27K
FDCP
813
Foster Dykema Cabot & Partners
Massachusetts
$2.96K
NWS
814
Nvest Wealth Strategies
Ohio
$2.96K
ME
815
McIlrath & Eck
Washington
$2.73K
NL
816
NVWM LLC
Pennsylvania
$2.68K
TAM
817
Townsend Asset Management
North Carolina
$2.5K
PCMNC
818
Piedmont Capital Management (North Carolina)
North Carolina
$2.39K
PB
819
Pinnacle Bancorp
Nebraska
$2.27K
SWA
820
Strategic Wealth Advisors
Arizona
$2K
KA
821
Kozak & Associates
Colorado
$1.62K
KFP
822
Kerr Financial Planning
California
$618
Simplex Trading
823
Simplex Trading
Illinois
$568
FGAM
824
Financial Gravity Asset Management
Texas
$114
CFO
825
Cambient Family Office
Michigan
$100