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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
TSWM
201
Triangle Securities Wealth Management
North Carolina
$2.49M
BIM
202
Bridges Investment Management
Nebraska
$2.45M
SCA
203
Stillwater Capital Advisors
Pennsylvania
$2.44M
AWM
204
Avior Wealth Management
Nebraska
$2.42M
ABWM
205
Alpine Bank Wealth Management
Colorado
$2.38M
Bank of New York Mellon
206
Bank of New York Mellon
New York
$2.37M
SB
207
Strategic Blueprint
Georgia
$2.33M
SMA
208
Seven Mile Advisory
New Jersey
$2.3M
QWM
209
Quadcap Wealth Management
Texas
$2.3M
LF
210
LifeSteps Financial
California
$2.29M
SLT
211
St Louis Trust
Missouri
$2.28M
ABC
212
Associated Banc-Corp
Wisconsin
$2.28M
UB
213
Umpqua Bank
Oregon
$2.26M
TFG
214
Taylor Financial Group
Virginia
$2.24M
LFG
215
Larson Financial Group
Missouri
$2.23M
TAM
216
Tocqueville Asset Management
New York
$2.2M
LWP
217
LMG Wealth Partners
Louisiana
$2.2M
GJIA
218
Glass Jacobson Investment Advisors
Maryland
$2.17M
FMC
219
First Merchants Corp
Indiana
$2.11M
SAM
220
Sequent Asset Management
Texas
$2.09M
SIA
221
Soltis Investment Advisors
Utah
$2.09M
OC
222
Oarsman Capital
Wisconsin
$2.06M
MG
223
Mather Group
Illinois
$2.04M
GIM
224
Goelzer Investment Management
Indiana
$2.04M
NWAG
225
Net Worth Advisory Group
Utah
$1.99M