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iShares S&P Small-Cap 600 Value ETF

841 hedge funds and large institutions have $4.75B invested in iShares S&P Small-Cap 600 Value ETF in 2026 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 232 increasing their positions, 291 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

549% more call options, than puts

Call options by funds: $1.76M | Put options by funds: $272K

58% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 52

19% more capital invested

Capital invested by funds: $4B → $4.75B (+$758M)

5.95% more ownership

Funds ownership: 59.31%65.25% (+5.9%)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1% more funds holding

Funds holding: 836841 (+5)

20% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 291

Holders
841
Holders Change
+5
Holders Change %
+0.6%
% of All Funds
10.36%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.22%
New
82
Increased
232
Reduced
291
Closed
52
Calls
$1.76M
Puts
$272K
Net Calls
+$1.49M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
876
Stonebridge Financial Planning Group
Florida
-$205K -1,799 Closed
LWANC
877
Laurel Wealth Advisors (North Carolina)
North Carolina
-$135K -1,185 Closed
FHA
878
Flagship Harbor Advisors
Massachusetts
-$107K -939 Closed
CWP
879
Concord Wealth Partners
Virginia
-$77.1K -678 Closed
CPG
880
Cornerstone Planning Group
New Jersey
-$70.1K -582 Closed
CIA
881
Cape Investment Advisory
Georgia
-$59.1K -519 Closed
NL
882
Navalign LLC
California
-$51.4K -452 Closed
WETS
883
Wealth Enhancement Trust Services
South Dakota
-$48.4K -426 Closed
HR
884
Howe & Rusling
New York
-$45.6K -401 Closed
VWWMG
885
Vermillion & White Wealth Management Group
Pennsylvania
-$34.1K -300 Closed
WPA
886
Wealth Preservation Advisors
Tennessee
-$32.1K -282 Closed
WWA
887
Wealth Watch Advisors
Colorado
-$12.8K -113 Closed
JFGIW
888
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$12.3K -108 Closed
BFPW
889
BOK Financial Private Wealth
Colorado
-$11.9K -105 Closed
Group One Trading
890
Group One Trading
Illinois
-$11.4K -100 Closed
RCM
891
Richardson Capital Management
Wisconsin
-$10K -88 Closed
WPA
892
West Paces Advisors
Georgia
-$8.53K -75 Closed
GK
893
Graney & King
New York
-$4.86K -43 Closed
EPG
894
Estate Planners Group
Pennsylvania
-$3.27K -29 Closed
Simplex Trading
895
Simplex Trading
Illinois
-$568 -5 Closed