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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
NWM
401
Northwest Wealth Management
Iowa
$550K +$18.2K +193 +4%
PFA
402
Pure Financial Advisors
California
$548K +$33.5K +355 +7%
VPWA
403
Vestia Personal Wealth Advisors
Indiana
$548K -$36.1K -382 -6%
LWL
404
Leo Wealth LLC
Texas
$545K +$4.25K +45 +0.8%
AIA
405
Accelerate Investment Advisors
California
$540K +$2.17K +23 +0.4%
HSWM
406
Hubbell Strickland Wealth Management
Louisiana
$532K -$31K -328 -6%
FF
407
Finley Financial
Nevada
$531K
FTS
408
Fifth Third Securities
Ohio
$527K -$27.7K -293 -5%
SCA
409
Snowden Capital Advisors
New York
$525K -$1.32K -14 -0.3%
AC
410
AWM Capital
Arizona
$524K
JWS
411
Juncture Wealth Strategies
Arizona
$522K -$503K -5,325 -50%
OC
412
Oppenheimer & Co
New York
$521K -$147K -1,560 -23%
SWA
413
Stratos Wealth Advisors
Ohio
$518K +$168K +1,779 +52%
BC
414
Barrett & Company
Rhode Island
$517K +$755 +8 +0.2%
SFG
415
Sage Financial Group
Pennsylvania
$514K
SI
416
Stephens Inc
Arkansas
$511K -$52.2K -553 -10%
RIA
417
Richwood Investment Advisors
Ohio
$502K
CI
418
Conning Inc
Connecticut
$502K
SMA
419
Sage Mountain Advisors
Georgia
$501K -$29K -307 -6%
SEIA
420
Signature Estate & Investment Advisors
California
$501K +$23.7K +251 +5%
CSA
421
Cottage Street Advisors
Massachusetts
$499K -$9.44K -100 -2%
AAS
422
Ameritas Advisory Services
Nebraska
$498K -$147K -1,554 -24%
SW
423
SkyOak Wealth
Michigan
$489K
TWM
424
TCFG Wealth Management
California
$487K +$463K +4,898 New
ET
425
Equitable Trust
Tennessee
$487K -$349K -3,692 -43%

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.