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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
CKAIS
326
Christensen King & Associates Investment Services
Washington
$837K +$5.1K +54 +0.6%
GVAG
327
Great Valley Advisor Group
Delaware
$836K -$245K -2,598 -24%
TIM
328
Thompson Investment Management
Wisconsin
$834K +$38.2K +404 +5%
EW
329
Evoke Wealth
California
$831K +$584K +6,187 +286%
WPC
330
Wedmont Private Capital
Pennsylvania
$828K
DBIA
331
Dumont & Blake Investment Advisors
New Jersey
$821K +$94 +1 +0%
TSW
332
Thompson Siegel & Walmsley
Virginia
$819K -$195K -2,063 -20%
PIMG
333
Patriot Investment Management Group
Tennessee
$818K
SWP
334
Stratos Wealth Partners
Ohio
$818K -$1.32K -14 -0.2%
AC
335
Apella Capital
Connecticut
$798K +$60.4K +640 +9%
HNWAG
336
High Net Worth Advisory Group
Florida
$786K
TWP
337
Total Wealth Planning
Ohio
$786K +$746K +7,896 New
MSFS
338
Main Street Financial Solutions
Pennsylvania
$783K -$9.44K -100 -1%
CFA
339
Cahill Financial Advisors
Minnesota
$767K +$189 +2 +0%
CB
340
Commerce Bank
Missouri
$755K -$142K -1,505 -17%
WIA
341
World Investment Advisors
California
$751K -$17.6M -185,965 -96%
BJL
342
Brighton Jones LLC
Washington
$742K -$25K -265 -3%
FPGK
343
Financial Partners Group (Kansas)
Kansas
$740K -$18.1K -192 -3%
VIA
344
Vickerman Investment Advisors
Washington
$737K -$14.9K -158 -2%
FPCG
345
Forum Private Client Group
Indiana
$729K -$16.7K -177 -2%
AFC
346
AFT Forsyth & Company
Florida
$726K +$1.04K +11 +0.2%
SWM
347
Spire Wealth Management
Virginia
$722K -$18.4K -195 -3%
FHA
348
First Horizon Advisors
Tennessee
$719K +$216K +2,290 +46%
FSG
349
Financial Strategies Group
Michigan
$717K +$32.7K +346 +5%
TC
350
TAGStone Capital
North Carolina
$716K +$46.7K +494 +8%

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.