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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
MFWP
376
Mosaic Family Wealth Partners
Missouri
$616K +$584K +6,187 New
BPA
377
Beacon Pointe Advisors
California
$611K
MSWMA
378
Market Street Wealth Management Advisors
Indiana
$609K -$60.4K -640 -9%
AIM
379
Anchor Investment Management
South Carolina
$608K -$4.72K -50 -0.8%
NOI
380
Newton One Investments
Delaware
$606K +$2.46K +26 +0.4%
CFD
381
Creative Financial Designs
Indiana
$603K +$43K +455 +8%
BB
382
Busey Bank
Illinois
$601K
Qube Research & Technologies (QRT)
383
Qube Research & Technologies (QRT)
United Kingdom
$599K +$513K +5,430 +913%
CT
384
Colonial Trust
South Carolina
$597K
PAMG
385
Patton Albertson Miller Group
Tennessee
$596K
FA
386
Financial Alternatives
California
$594K
EFS
387
Essex Financial Services
Connecticut
$593K +$6.61K +70 +1%
BHWM
388
Beaird Harris Wealth Management
Texas
$583K -$7.55K -80 -1%
CA
389
Clearstead Advisors
Ohio
$579K
PG
390
Prostatis Group
Maryland
$577K +$305K +3,225 +125%
JFA
391
JNBA Financial Advisors
Minnesota
$575K
JWCA
392
J.W. Cole Advisors
Florida
$573K +$213K +2,251 +64%
JIC
393
Johnson Investment Counsel
Ohio
$564K -$36.6K -388 -6%
VT
394
Vise Technologies
New York
$560K +$532K +5,632 New
SIS
395
Sound Income Strategies
Florida
$559K -$2.16M -22,918 -80%
VC
396
Vicus Capital
Pennsylvania
$559K -$11K -116 -2%
CAM
397
Cozad Asset Management
Illinois
$557K +$33.3K +353 +7%
MWP
398
Meredith Wealth Planning
Illinois
$555K +$1.42K +15 +0.3%
CWM
399
Cornerstone Wealth Management
Missouri
$554K -$28.2K -299 -5%
First Trust Advisors
400
First Trust Advisors
Illinois
$552K +$12.8K +136 +3%

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.