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iShares S&P Small-Cap 600 Value ETF

780 hedge funds and large institutions have $3.9B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 217 increasing their positions, 286 reducing their positions, and 49 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 funds holding in top 10

Funds holding in top 10:

1% more funds holding

Funds holding: 771780 (+9)

0.56% less ownership

Funds ownership: 59.08%58.52% (-0.56%)

24% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 286

Holders
780
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.83M
Puts
$1.65M
Net Calls
Net Calls Change

Top Buyers

1 +$39.2M
2 +$23.1M
3 +$14.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$13.2M
5
UBS Group
UBS Group
Switzerland
+$8.95M

Top Sellers

1 -$24.6M
2 -$22.5M
3 -$14.1M
4
RIM
Redwood Investment Management
Arizona
-$10.2M
5
Goldman Sachs
Goldman Sachs
New York
-$9.48M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
126
Courier Capital
New York
$4.87M
LFS
127
Lutz Financial Services
Nebraska
$4.85M
Natixis Advisors
128
Natixis Advisors
Massachusetts
$4.71M
EWM
129
Empirical Wealth Management
Washington
$4.7M
EFM
130
Eley Financial Management
Vermont
$4.58M
FCFC
131
First Citizens Financial Corp
Iowa
$4.49M
JWBC
132
J.W. Burns & Co
New York
$4.47M
GLLW
133
Graves Light Lenhart Wealth
Virginia
$4.43M
BWM
134
BKM Wealth Management
Wisconsin
$4.4M
MML Investors Services
135
MML Investors Services
Massachusetts
$4.34M
BEC
136
Blue Edge Capital
Virginia
$4.32M
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$4.3M
EFG
138
Ethos Financial Group
Pennsylvania
$4.28M
DIP
139
DT Investment Partners
Pennsylvania
$4.26M
ITC
140
Inspire Trust Company
Nevada
$4.2M
ATPW
141
Ashton Thomas Private Wealth
Arizona
$4.19M
CFG
142
Clayton Financial Group
Missouri
$4.16M
SFA
143
Salus Financial Advisors
Colorado
$4.16M
PAG
144
Private Advisor Group
New Jersey
$4.12M
SC
145
Sapient Capital
Indiana
$4.09M
KAS
146
Kestra Advisory Services
Texas
$4.05M
LC
147
LTG Capital
Massachusetts
$4.05M
CIA
148
Concurrent Investment Advisors
Florida
$4.05M
CA
149
Centerpoint Advisors
Massachusetts
$4M
AIM
150
Access Investment Management
Georgia
$3.91M