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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
Thrivent Financial for Lutherans
151
Thrivent Financial for Lutherans
Minnesota
$4.04M
EH
152
Equitable Holdings
New York
$4.04M
TYCC
153
Texas Yale Capital Corp
Florida
$4.01M
ACIM
154
Azimuth Capital Investment Management
Michigan
$3.95M
GT
155
Greenleaf Trust
Michigan
$3.93M
AIM
156
Access Investment Management
Georgia
$3.91M
ATPW
157
Ashton Thomas Private Wealth
Arizona
$3.89M
EWA
158
EP Wealth Advisors
California
$3.87M
HNB
159
Huntington National Bank
Ohio
$3.83M
LCM
160
Liberty Capital Management
Michigan
$3.77M
OPW
161
Oxler Private Wealth
New York
$3.74M
Northern Trust
162
Northern Trust
Illinois
$3.68M
EK
163
Evensky & Katz
Florida
$3.64M
BEC
164
Blue Edge Capital
Virginia
$3.62M
MFG
165
Mainsail Financial Group
Washington
$3.59M
1IA
166
1834 Investment Advisors
Wisconsin
$3.55M
PAG
167
Private Advisor Group
New Jersey
$3.47M
I
168
InvesTrust
Oklahoma
$3.39M
BFM
169
Broadview Financial Management
Wisconsin
$3.36M
MCM
170
M1 Capital Management
Michigan
$3.34M
RIG
171
Ramiah Investment Group
Wisconsin
$3.23M
MWM
172
Mission Wealth Management
California
$3.22M
NA
173
NewEdge Advisors
Louisiana
$3.22M
NCM
174
Neumann Capital Management
California
$3.2M
BF
175
Baring Financial
Washington
$3.12M