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iShares S&P Small-Cap 600 Value ETF

830 hedge funds and large institutions have $4.73B invested in iShares S&P Small-Cap 600 Value ETF in 2026 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 228 increasing their positions, 283 reducing their positions, and 53 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:

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

0% less funds holding

Funds holding: 833830 (-3)

19% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 283

Holders
830
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
$1.76M
Puts
$272K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
201
One Wealth Advisors
California
$2.88M
LF
202
LifeSteps Financial
California
$2.87M
CPA
203
Cardiff Park Advisors
California
$2.79M
FPAS
204
Focus Partners Advisor Solutions
Missouri
$2.78M
MCA
205
MSH Capital Advisors
Arizona
$2.77M
MT
206
Midwest Trust
Kansas
$2.77M
PA
207
Pinnacle Associates
New York
$2.75M
UB
208
Umpqua Bank
Oregon
$2.75M
WB
209
WesBanco Bank
West Virginia
$2.67M
AWP
210
Astra Wealth Partners
New Jersey
$2.65M
SCA
211
Stillwater Capital Advisors
Pennsylvania
$2.65M
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$2.63M
ATI
213
ARK & TLK Investments
Oklahoma
$2.62M
TSWM
214
Triangle Securities Wealth Management
North Carolina
$2.58M
AC
215
Apella Capital
Connecticut
$2.57M
NL
216
NWAM LLC
Washington
$2.53M
UB
217
UMB Bank
Missouri
$2.51M
BIM
218
Bridges Investment Management
Nebraska
$2.5M
SB
219
Strategic Blueprint
Georgia
$2.47M
MG
220
Mather Group
Illinois
$2.44M
Bank of New York Mellon
221
Bank of New York Mellon
New York
$2.38M
AWM
222
Avior Wealth Management
Nebraska
$2.38M
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.37M
SLT
224
St Louis Trust
Missouri
$2.36M
CSF
225
Capital Squared Financial
Maryland
$2.36M