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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
CWM
76
Cordatus Wealth Management
Pennsylvania
$8.9M
EAM
77
Evanson Asset Management
California
$8.86M
ADL
78
Asset Dedication LLC
California
$8.8M
JWA
79
JFS Wealth Advisors
Pennsylvania
$8.73M
SF
80
Summit Financial
New Jersey
$8.4M
BF
81
BOK Financial
Oklahoma
$8.38M
IWC
82
Integrated Wealth Concepts
Massachusetts
$8.35M
Two Sigma Investments
83
Two Sigma Investments
New York
$8.31M
CPIG
84
Chicago Partners Investment Group
Illinois
$8.13M
CAL
85
Capital Advisors Ltd
Ohio
$8.13M
SPIA
86
Steward Partners Investment Advisory
New York
$8.08M
MBI
87
May Barnhard Investments
Maryland
$7.98M
ODIJL
88
One Day In July LLC
Vermont
$7.95M
IFS
89
Ifrah Financial Services
Arkansas
$7.55M
PGFC
90
Peapack-Gladstone Financial Corp
New Jersey
$7.26M
NAM
91
NorthCrest Asset Manangement
Minnesota
$7.21M
Financial Engines Advisors
92
Financial Engines Advisors
California
$7.19M
FFG
93
Fortress Financial Group
Minnesota
$7.14M
US Bancorp
94
US Bancorp
Minnesota
$7.11M
OAM
95
Occidental Asset Management
California
$7.11M
FFA
96
Farther Finance Advisors
California
$7.05M
Pathstone Holdings
97
Pathstone Holdings
New Jersey
$7.05M
SWA
98
Sax Wealth Advisors
New Jersey
$6.93M
CIA
99
Concurrent Investment Advisors
Florida
$6.91M
AFP
100
Ausdal Financial Partners
Iowa
$6.63M