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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
WMP
301
Wealth Management Partners
Arizona
$964K -$12.1K -128 -1%
TPCW
302
TD Private Client Wealth
New York
$961K -$65.8K -697 -7%
SAF
303
Smith Anglin Financial
Texas
$953K -$171K -1,815 -16%
HBW
304
Hazlett, Burt & Watson
West Virginia
$953K -$2.74K -29 -0.3%
WCWM
305
Willow Creek Wealth Management
California
$945K
VFS
306
Valpey Financial Services
New Hampshire
$944K +$896K +9,492 New
IPW
307
Intergy Private Wealth
Colorado
$944K +$40.6K +430 +5%
MFC
308
Morris Financial Concepts
South Carolina
$943K -$121K -1,285 -12%
RIA
309
Regal Investment Advisors
Michigan
$929K +$9.35K +99 +1%
PAA
310
Peregrine Asset Advisers
Oregon
$928K -$4.91K -52 -0.6%
NFG
311
Nations Financial Group
Iowa
$925K +$270K +2,864 +45%
SCM
312
SCS Capital Management
Massachusetts
$903K +$30.3K +321 +4%
CL
313
Choreo LLC
Illinois
$895K -$255K -2,704 -23%
CAG
314
Crestwood Advisors Group
Massachusetts
$885K -$86K -911 -9%
BGAI
315
Bruce G. Allen Investments
Colorado
$884K -$50.4K -534 -6%
SDWMA
316
Schneider Downs Wealth Management Advisors
Pennsylvania
$879K +$387K +4,100 +87%
FFL
317
Future Fund LLC
Illinois
$874K +$830K +8,787 New
SC
318
Sepio Capital
Utah
$871K -$5.94M -62,856 -88%
MLIC
319
Mandatum Life Insurance Company
Finland
$867K
RDFA
320
Ritter Daniher Financial Advisory
Ohio
$866K -$17.6K -186 -2%
EWA
321
ERTS Wealth Advisors
Michigan
$860K -$83.9K -888 -9%
VCS
322
Vaughan & Co Securities
New Jersey
$859K
BBHC
323
Brown Brothers Harriman & Co
New York
$852K
CA
324
Claro Advisors
Massachusetts
$842K +$8.22K +87 +1%
William Blair & Company
325
William Blair & Company
Illinois
$839K -$188K -1,989 -19%

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.