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