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iShares S&P Small-Cap 600 Value ETF

782 hedge funds and large institutions have $3.6B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 229 increasing their positions, 313 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.33% less ownership

Funds ownership: 60.58%59.25% (-1.3%)

2% less funds holding

Funds holding: 800782 (-18)

7% less capital invested

Capital invested by funds: $3.88B → $3.6B (-$281M)

14% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 65

24% less call options, than puts

Call options by funds: $2.9M | Put options by funds: $3.81M

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

27% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 313

Holders
782
Holders Change
-18
Holders Change %
-2.25%
% of All Funds
10.3%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.18%
New
56
Increased
229
Reduced
313
Closed
65
Calls
$2.9M
Puts
$3.81M
Net Calls
-$915K
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
KDA
226
Kraft Davis & Associates
Missouri
$1.81M -$1.58M -16,683 -49%
SCA
227
Stillwater Capital Advisors
Pennsylvania
$1.8M +$11.3K +120 +0.7%
NWAG
228
Net Worth Advisory Group
Utah
$1.78M +$1.69M +17,940 New
FTUS
229
Flow Traders U.S.
New York
$1.76M +$1.67M +17,718 New
MG
230
Mather Group
Illinois
$1.68M +$130K +1,375 +9%
CSF
231
Capital Squared Financial
Maryland
$1.66M +$1.58M +16,723 New
HC
232
Hurley Capital
New York
$1.65M +$259K +2,739 +20%
IWM
233
IHT Wealth Management
Illinois
$1.63M +$597K +6,324 +63%
RC
234
Rovin Capital
Arizona
$1.58M -$13.9K -147 -0.9%
AM
235
AGF Management
Ontario, Canada
$1.57M -$18.9K -200 -1%
Envestnet Portfolio Solutions
236
Envestnet Portfolio Solutions
Illinois
$1.55M +$68.8K +729 +5%
WANY
237
Wealthspire Advisors (New York)
New York
$1.54M +$87.1K +922 +6%
SC
238
Soundwatch Capital
Connecticut
$1.53M +$263K +2,785 New
CCB
239
Country Club Bank
Missouri
$1.53M -$26.3K -278 -2%
FHB
240
First Hawaiian Bank
Hawaii
$1.53M -$107K -1,137 -7%
PWA
241
Physician Wealth Advisors
Utah
$1.52M -$53.8K -570 -4%
KWMG
242
King Wealth Management Group
Florida
$1.47M -$36.2K -383 -3%
CWA
243
CM Wealth Advisors
Ohio
$1.47M -$14.3K -151 -1%
PAS
244
PKS Advisory Services
New York
$1.46M +$27.1K +287 +2%
AWM
245
AE Wealth Management
Kansas
$1.46M -$4.45M -47,140 -76%
CWM
246
Cranbrook Wealth Management
Michigan
$1.43M +$94 +1 +0%
MCC
247
Money Concepts Capital
Florida
$1.42M -$220K -2,332 -14%
ZF
248
Zhang Financial
Michigan
$1.42M -$7.08K -75 -0.5%
SA
249
Sanctuary Advisors
Indiana
$1.42M +$86.7K +918 +7%
T. Rowe Price Associates
250
T. Rowe Price Associates
Maryland
$1.41M

IJS Hedge Fund Activity: Q2 2025 in Review

782 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Value ETF (IJS) for Q2 2025, worth a combined $3.6B — down 7.2% from $3.88B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of IJS and 56 opened new positions — a net loss of 9 holders — while 313 trimmed existing stakes and 229 added.

The largest buyer was Arax Advisory Partners, adding an estimated $21.3M. The largest seller was Fidelity Investments, cutting an estimated $110M.

  • 782 institutional investors held iShares S&P Small-Cap 600 Value ETF (IJS) as of Q2 2025, down from 800 in Q1 2025.
  • Funds reported $3.6B of iShares S&P Small-Cap 600 Value ETF stock for Q2 2025, down 7.2% quarter-over-quarter.
  • 56 funds opened new iShares S&P Small-Cap 600 Value ETF positions in Q2 2025 and 65 closed out, a net change of -9 holders.
  • The largest iShares S&P Small-Cap 600 Value ETF buyer in Q2 2025 was Arax Advisory Partners, an estimated $21.3M added.
  • The largest iShares S&P Small-Cap 600 Value ETF seller in Q2 2025 was Fidelity Investments, an estimated $110M sold.

Based on aggregated 13F filings for Q2 2025.