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iShares S&P Small-Cap 600 Value ETF

840 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 81 funds opening new positions, 232 increasing their positions, 291 reducing their positions, and 52 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:

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1% more funds holding

Funds holding: 835840 (+5)

20% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 291

Holders
840
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
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
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$9.82M
OCM
77
One Capital Management
California
$9.77M
PFS
78
Prospera Financial Services
Texas
$9.71M
RFA
79
RTD Financial Advisors
Pennsylvania
$9.7M
CWM
80
Cordatus Wealth Management
Pennsylvania
$9.49M
CCWM
81
Cassaday & Co Wealth Management
Virginia
$9.31M
EAM
82
Evanson Asset Management
California
$9.23M
AWA
83
Arkadios Wealth Advisors
Georgia
$9.15M
SFP
84
Sterling Financial Planning
New Jersey
$9.09M
First Trust Advisors
85
First Trust Advisors
Illinois
$9.07M
SWP
86
Stratos Wealth Partners
Ohio
$9.05M
SF
87
Summit Financial
New Jersey
$9.04M
IWC
88
Integrated Wealth Concepts
Massachusetts
$8.95M
BF
89
BOK Financial
Oklahoma
$8.63M
JWA
90
JFS Wealth Advisors
Pennsylvania
$8.57M
CAL
91
Capital Advisors Ltd
Ohio
$8.45M
CPIG
92
Chicago Partners Investment Group
Illinois
$8.35M
SPIA
93
Steward Partners Investment Advisory
New York
$8.29M
OAM
94
Occidental Asset Management
California
$8.25M
Pathstone Holdings
95
Pathstone Holdings
New Jersey
$8.21M
CCFM
96
Clear Creek Financial Management
Washington
$8.21M
CastleKeep Investment Advisors
97
CastleKeep Investment Advisors
Connecticut
$8.08M
PGFC
98
Peapack-Gladstone Financial Corp
New Jersey
$8.02M
MBI
99
May Barnhard Investments
Maryland
$7.99M
ODIJL
100
One Day In July LLC
Vermont
$7.85M