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iShares S&P Small-Cap 600 Value ETF

840 hedge funds and large institutions have $4.75B invested in iShares S&P Small-Cap 600 Value ETF in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 232 increasing their positions, 291 reducing their positions, and 52 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 ownership

Funds ownership:

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1% more funds holding

Funds holding: 835840 (+5)

20% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 291

Holders
840
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.76M
Puts
$272K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BP
201
Ballentine Partners
Massachusetts
$2.98M
CFA
202
Camarda Financial Advisors
Florida
$2.98M
AWE
203
Avidian Wealth Enterprises
Texas
$2.91M
OWA
204
One Wealth Advisors
California
$2.88M
LF
205
LifeSteps Financial
California
$2.87M
NA
206
NewEdge Advisors
Louisiana
$2.85M
CPA
207
Cardiff Park Advisors
California
$2.79M
FPAS
208
Focus Partners Advisor Solutions
Missouri
$2.78M
MCA
209
MSH Capital Advisors
Arizona
$2.77M
MT
210
Midwest Trust
Kansas
$2.77M
PA
211
Pinnacle Associates
New York
$2.75M
UB
212
Umpqua Bank
Oregon
$2.75M
WB
213
WesBanco Bank
West Virginia
$2.67M
AWP
214
Astra Wealth Partners
New Jersey
$2.65M
SCA
215
Stillwater Capital Advisors
Pennsylvania
$2.65M
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$2.63M
ATI
217
ARK & TLK Investments
Oklahoma
$2.62M
TSWM
218
Triangle Securities Wealth Management
North Carolina
$2.58M
AC
219
Apella Capital
Connecticut
$2.57M
NL
220
NWAM LLC
Washington
$2.53M
UB
221
UMB Bank
Missouri
$2.51M
BIM
222
Bridges Investment Management
Nebraska
$2.5M
SB
223
Strategic Blueprint
Georgia
$2.47M
MG
224
Mather Group
Illinois
$2.44M
Bank of New York Mellon
225
Bank of New York Mellon
New York
$2.38M