IJS icon

iShares S&P Small-Cap 600 Value ETF

811 hedge funds and large institutions have $3.96B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 227 increasing their positions, 285 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:

1.43% more ownership

Funds ownership: 59.1%60.54% (+1.4%)

1% more capital invested

Capital invested by funds: $3.94B → $3.96B (+$27.4M)

20% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 285

Holders
811
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
PAI
126
Pittenger & Anderson Inc
Nebraska
$5.2M
LFAS
127
Level Four Advisory Services
Texas
$5.17M
SL
128
Salomon & Ludwin
Virginia
$5.12M
CC
129
Courier Capital
New York
$5.04M
PA
130
Parallel Advisors
California
$5.04M
VA
131
Veratis Advisors
North Carolina
$5M
Natixis Advisors
132
Natixis Advisors
Massachusetts
$4.98M
ASN
133
Advisory Services Network
Georgia
$4.95M
MML Investors Services
134
MML Investors Services
Massachusetts
$4.93M
LFS
135
Lutz Financial Services
Nebraska
$4.87M
EWM
136
Empirical Wealth Management
Washington
$4.84M
EFM
137
Eley Financial Management
Vermont
$4.77M
ITC
138
Inspire Trust Company
Nevada
$4.72M
GLLW
139
Graves Light Lenhart Wealth
Virginia
$4.69M
FCFC
140
First Citizens Financial Corp
Iowa
$4.6M
SC
141
Sapient Capital
Indiana
$4.6M
BWM
142
BKM Wealth Management
Wisconsin
$4.52M
KAS
143
Kestra Advisory Services
Texas
$4.47M
JWBC
144
J.W. Burns & Co
New York
$4.44M
SFA
145
Salus Financial Advisors
Colorado
$4.4M
DIP
146
DT Investment Partners
Pennsylvania
$4.38M
CFG
147
Clayton Financial Group
Missouri
$4.35M
EFG
148
Ethos Financial Group
Pennsylvania
$4.31M
LC
149
LTG Capital
Massachusetts
$4.08M
CA
150
Centerpoint Advisors
Massachusetts
$4.07M