IJS icon

iShares S&P Small-Cap 600 Value ETF

771 hedge funds and large institutions have $3.59B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 228 increasing their positions, 307 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

24% less call options, than puts

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

26% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 307

26% less funds holding in top 10

Funds holding in top 10: 1914 (-5)

Holders
771
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.9M
Puts
$3.81M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DBIA
326
Dumont & Blake Investment Advisors
New Jersey
$821K
TSW
327
Thompson Siegel & Walmsley
Virginia
$819K
PIMG
328
Patriot Investment Management Group
Tennessee
$818K
SWP
329
Stratos Wealth Partners
Ohio
$818K
AC
330
Apella Capital
Connecticut
$798K
HNWAG
331
High Net Worth Advisory Group
Florida
$786K
TWP
332
Total Wealth Planning
Ohio
$786K
MSFS
333
Main Street Financial Solutions
Pennsylvania
$783K
CFA
334
Cahill Financial Advisors
Minnesota
$767K
CB
335
Commerce Bank
Missouri
$755K
WIA
336
World Investment Advisors
California
$751K
BJL
337
Brighton Jones LLC
Washington
$742K
FPGK
338
Financial Partners Group (Kansas)
Kansas
$740K
VIA
339
Vickerman Investment Advisors
Washington
$737K
FPCG
340
Forum Private Client Group
Indiana
$729K
AFC
341
AFT Forsyth & Company
Florida
$726K
SWM
342
Spire Wealth Management
Virginia
$722K
FHA
343
First Horizon Advisors
Tennessee
$719K
FSG
344
Financial Strategies Group
Michigan
$717K
TC
345
TAGStone Capital
North Carolina
$716K
NF
346
Nikulski Financial
Iowa
$715K
MMA
347
Miracle Mile Advisors
California
$715K
PFBT
348
Parkside Financial Bank & Trust
Missouri
$708K
WGC
349
Watts Gwilliam & Co
Arizona
$708K
NPFS
350
Novak & Powell Financial Services
Florida
$688K