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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
LKWM
251
Lee-Kelleher Wealth Management
Maryland
$1.41M
TFA
252
Tobias Financial Advisors
Florida
$1.39M +$944 +10 +0.1%
CHC
253
City Holding Co
West Virginia
$1.39M
PWMAG
254
Pinnacle Wealth Management Advisory Group
New Jersey
$1.37M -$19.4K -205 -1%
SQA
255
Simon Quick Advisors
New Jersey
$1.33M
ATC
256
Argent Trust Co
Tennessee
$1.32M +$127K +1,348 +11%
SG
257
StoneX Group
New York
$1.31M -$85.1K -901 -6%
HF
258
HRT Financial
New York
$1.31M +$980K +10,382 +375%
FAIM
259
Financial Advocates Investment Management
Washington
$1.31M -$632K -6,696 -34%
AIS
260
American Investment Services
Massachusetts
$1.29M -$187K -1,979 -13%
AA
261
Alesco Advisors
New York
$1.29M +$15K +159 +1%
EFG
262
Ehrlich Financial Group
California
$1.28M +$89.5K +948 +8%
WTC
263
WhitTier Trust Company
Nevada
$1.28M
OA
264
Operose Advisors
Wisconsin
$1.27M +$2.08K +22 +0.2%
GA
265
GFS Advisors
Texas
$1.27M -$83.5K -884 -6%
PFG
266
Pacific Financial Group
Washington
$1.25M -$140K -1,482 -11%
PPC
267
Park Place Capital
Alabama
$1.22M -$44.6K -472 -4%
EWP
268
Elevation Wealth Partners
California
$1.19M +$587K +6,216 +108%
TIAA Trust, National Association
269
TIAA Trust, National Association
North Carolina
$1.18M -$212K -2,249 -16%
GS
270
GTS Securities
New York
$1.17M +$1.11M +11,738 New
FWP
271
FAS Wealth Partners
Kansas
$1.17M +$1.42K +15 +0.1%
CHJWM
272
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.16M +$122K +1,287 +13%
CAL
273
Capital Analysts LLC
Pennsylvania
$1.13M -$58K -614 -5%
SWM
274
SigFig Wealth Management
California
$1.13M +$180K +1,911 +20%
VCM
275
Versant Capital Management
Arizona
$1.12M +$4.53K +48 +0.4%

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.