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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
NF
351
Nikulski Financial
Iowa
$715K -$23.6K -250 -3%
MMA
352
Miracle Mile Advisors
California
$715K +$678K +7,182 New
PFBT
353
Parkside Financial Bank & Trust
Missouri
$708K -$634K -6,718 -49%
WGC
354
Watts Gwilliam & Co
Arizona
$708K +$378 +4 +0.1%
NPFS
355
Novak & Powell Financial Services
Florida
$688K -$2.17K -23 -0.3%
QHA
356
Quarry Hill Advisors
Minnesota
$685K
CFG
357
Citizens Financial Group
Rhode Island
$685K -$1.51K -16 -0.2%
IC
358
IEQ Capital
California
$681K -$2.08K -22 -0.3%
BFAG
359
Blackston Financial Advisory Group
Florida
$680K -$85.5K -905 -12%
SAM
360
Strive Asset Management
Ohio
$677K -$1.26M -13,324 -66%
ACA
361
Atlas Capital Advisors
Wyoming
$672K
OSAM
362
O'Shaughnessy Asset Management
Connecticut
$670K -$35.3K -374 -5%
PS
363
Principal Securities
Iowa
$670K -$283 -3 -0%
CSP
364
Cary Street Partners
Virginia
$663K -$98.5K -1,043 -14%
MAM
365
Mystic Asset Management
Rhode Island
$660K
IFG
366
Independent Financial Group
California
$647K -$1.24M -13,153 -67%
SFC
367
Sprinkle Financial Consultants
Colorado
$634K -$137K -1,454 -19%
SC
368
Schoolcraft Capital
Colorado
$627K -$23K -244 -4%
HWA
369
Heritage Wealth Advisors
Virginia
$624K
CWP
370
Cyndeo Wealth Partners
Florida
$621K +$590K +6,246 New
WP
371
WealthShield Partners
North Carolina
$621K -$162K -1,714 -22%
CFFP
372
Center for Financial Planning
Michigan
$621K
KCM
373
Kendall Capital Management
Maryland
$620K +$46K +487 +8%
CAM
374
Close Asset Management
United Kingdom
$617K
OIA
375
OneDigital Investment Advisors
Kansas
$616K +$1.13K +12 +0.2%

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.