IJS icon

iShares S&P Small-Cap 600 Value ETF

780 hedge funds and large institutions have $3.9B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 217 increasing their positions, 286 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

1% more funds holding

Funds holding: 771780 (+9)

0.56% less ownership

Funds ownership: 59.08%58.52% (-0.56%)

24% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 286

Holders
780
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.83M
Puts
$1.65M
Net Calls
Net Calls Change

Top Buyers

1 +$39.2M
2 +$23.1M
3 +$14.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$13.2M
5
UBS Group
UBS Group
Switzerland
+$8.95M

Top Sellers

1 -$24.6M
2 -$22.5M
3 -$14.1M
4
RIM
Redwood Investment Management
Arizona
-$10.2M
5
Goldman Sachs
Goldman Sachs
New York
-$9.48M
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
376
WJ Financial Advisors
Connecticut
$621K
CAM
377
Cozad Asset Management
Illinois
$619K
SC
378
Schoolcraft Capital
Colorado
$619K
MWP
379
Meredith Wealth Planning
Illinois
$616K
VPWA
380
Vestia Personal Wealth Advisors
Indiana
$610K
PFA
381
Pure Financial Advisors
California
$605K
AIA
382
Accelerate Investment Advisors
California
$602K
SFG
383
Sage Financial Group
Pennsylvania
$597K
FTS
384
Fifth Third Securities
Ohio
$596K
NWM
385
Northwest Wealth Management
Iowa
$591K
FF
386
Finley Financial
Nevada
$591K
BFAG
387
Blackston Financial Advisory Group
Florida
$589K
MSWMA
388
Market Street Wealth Management Advisors
Indiana
$583K
SCA
389
Snowden Capital Advisors
New York
$583K
AC
390
AWM Capital
Arizona
$582K
VT
391
Vise Technologies
New York
$579K
BPA
392
Beacon Pointe Advisors
California
$578K
TWM
393
TCFG Wealth Management
California
$575K
HSWM
394
Hubbell Strickland Wealth Management
Louisiana
$571K
CWM
395
Cornerstone Wealth Management
Missouri
$559K
RIA
396
Richwood Investment Advisors
Ohio
$558K
SI
397
Stephens Inc
Arkansas
$558K
SWA
398
Stratos Wealth Advisors
Ohio
$556K
CSA
399
Cottage Street Advisors
Massachusetts
$555K
BC
400
Barrett & Company
Rhode Island
$547K