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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
MCWS
176
McKinley Carter Wealth Services
West Virginia
$3.09M
SWA
177
SOA Wealth Advisors
New York
$3.04M
TIM
178
Tortoise Investment Management
New York
$3.01M
P
179
&Partners
Tennessee
$2.97M
CPA
180
Cardiff Park Advisors
California
$2.97M
QCM
181
Quantinno Capital Management
New York
$2.97M
BHIA
182
Birch Hill Investment Advisors
Massachusetts
$2.93M
BCM
183
Becker Capital Management
Oregon
$2.91M
AWE
184
Avidian Wealth Enterprises
Texas
$2.89M
BP
185
Ballentine Partners
Massachusetts
$2.89M
UWPG
186
Ullmann Wealth Partners Group
Florida
$2.88M
TIA
187
Tiemann Investment Advisors
California
$2.88M
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$2.82M
OWA
189
One Wealth Advisors
California
$2.81M
PA
190
Pinnacle Associates
New York
$2.74M
UB
191
UMB Bank
Missouri
$2.73M
FIA
192
Foundations Investment Advisors
Arizona
$2.72M
RBFC
193
Roman Butler Fullerton & Co
Missouri
$2.69M
MCA
194
MSH Capital Advisors
Arizona
$2.68M
FPAS
195
Focus Partners Advisor Solutions
Missouri
$2.65M
ATI
196
ARK & TLK Investments
Oklahoma
$2.61M
NL
197
NWAM LLC
Washington
$2.58M
MT
198
Midwest Trust
Kansas
$2.58M
WB
199
WesBanco Bank
West Virginia
$2.51M
AWP
200
Astra Wealth Partners
New Jersey
$2.5M