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iShares S&P Small-Cap 600 Value ETF

830 hedge funds and large institutions have $4.73B invested in iShares S&P Small-Cap 600 Value ETF in 2026 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 228 increasing their positions, 283 reducing their positions, and 53 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 capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0% less funds holding

Funds holding: 833830 (-3)

19% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 283

Holders
830
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
$1.76M
Puts
$272K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
826
Kozak & Associates
Colorado
$1.68K
MWA
827
Merkkuri Wealth Advisors
New York
$1.64K
TWIM
828
TIAA Wealth Investment Management
New York
$1.51K
SFM
829
Systematic Financial Management
New Jersey
$894
KFP
830
Kerr Financial Planning
California
$643
FGAM
831
Financial Gravity Asset Management
Texas
$118
CFO
832
Cambient Family Office
Michigan
$104
PL
833
Polianta Ltd
Jersey
Janney Montgomery Scott
834
Janney Montgomery Scott
Pennsylvania
RIG
835
Ramiah Investment Group
Wisconsin
NA
836
NewEdge Advisors
Louisiana
SMA
837
Seven Mile Advisory
New Jersey
Envestnet Portfolio Solutions
838
Envestnet Portfolio Solutions
Illinois
SG
839
StoneX Group
New York
Marshall Wace
840
Marshall Wace
United Kingdom
MLIC
841
Mandatum Life Insurance Company
Finland
GS
842
GTS Securities
New York
GVCM
843
Global View Capital Management
Wisconsin
JWCA
844
J.W. Cole Advisors
Florida
CAM
845
Clark Asset Management
New Hampshire
PF
846
Prosperitas Financial
California
Charles Schwab
847
Charles Schwab
California
BCI
848
Brinker Capital Investments
Pennsylvania
OCM
849
Orleans Capital Management
Louisiana
CST
850
Charles Schwab Trust
Nevada