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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
BFA
276
Bragg Financial Advisors
North Carolina
$1.11M -$30.2K -320 -3%
TNB
277
Thomasville National Bank
Georgia
$1.1M -$115K -1,223 -10%
TF
278
Tompkins Financial
New York
$1.1M -$94.4K -1,000 -8%
USCWA
279
U.S. Capital Wealth Advisors
Texas
$1.1M +$7.46K +79 +0.7%
CIBC Private Wealth Group
280
CIBC Private Wealth Group
Georgia
$1.08M -$1.23K -13 -0.1%
MA
281
MCF Advisors
Kentucky
$1.08M -$100K -1,060 -9%
D
282
Dentgroup
Louisiana
$1.08M -$378 -4 -0%
P
283
&Partners
Tennessee
$1.07M +$14.5K +154 +1%
RIG
284
Ramiah Investment Group
Wisconsin
$1.07M +$1.02M +10,759 New
QCM
285
Quantinno Capital Management
New York
$1.06M +$529K +5,605 +112%
AL
286
ACAS LLC
California
$1.05M -$12.9K -137 -1%
CAM
287
Campion Asset Management
Virginia
$1.04M -$16.5K -175 -2%
AllianceBernstein
288
AllianceBernstein
Tennessee
$1.04M +$29K +307 +3%
AWM
289
Apollon Wealth Management
South Carolina
$1.03M -$174K -1,840 -15%
NSG
290
Nalls Sherbakoff Group
Tennessee
$1.03M -$14.3K -151 -1%
EMC
291
Everest Management Corp
California
$1.02M
PA
292
Planning Alternatives
Michigan
$1.02M
PWM
293
PBMares Wealth Management
Virginia
$1.01M +$14.2K +150 +2%
IFO
294
Independent Family Office
New York
$1M
3IP
295
3Chopt Investment Partners
Virginia
$1M -$24.6K -260 -3%
BSB
296
Bangor Savings Bank
Maine
$979K
RB
297
Renasant Bank
Mississippi
$978K -$44.6K -472 -5%
ANBT
298
American National Bank & Trust
Texas
$975K
SIMC
299
Squire Investment Management Company
Utah
$971K +$101K +1,068 +12%
PFS
300
Prospera Financial Services
Texas
$969K -$334K -3,536 -27%

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.