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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
TSS
426
Two Sigma Securities
New York
$485K +$460K +4,872 New
CFP
427
Cypress Financial Planning
New Jersey
$484K +$94 +1 +0%
MA
428
Mutual Advisors
Nebraska
$482K -$131K -1,388 -23%
Charles Schwab
429
Charles Schwab
California
$481K -$52.5K -556 -10%
PPH
430
Pure Portfolios Holdings
Oregon
$478K +$32.7K +346 +8%
VWM
431
Valley Wealth Managers
New Jersey
$476K -$15.3K -162 -3%
RPCONE
432
Retirement Planning Company of New England
Rhode Island
$472K -$661 -7 -0.1%
KFI
433
Key Financial Inc
Pennsylvania
$470K
AWP
434
Axis Wealth Partners
Rhode Island
$469K +$240K +2,537 +116%
SAM
435
Silvercrest Asset Management
New York
$469K -$4.82K -51 -1%
JFG
436
JMG Financial Group
Illinois
$468K +$25K +265 +6%
BI
437
Beckerman Institutional
New Jersey
$467K -$5.29K -56 -1%
QWP
438
Quotient Wealth Partners
Texas
$463K -$26.8K -284 -6%
JF
439
JSF Financial
California
$461K +$92.1K +975 +27%
LWM
440
LJI Wealth Management
Indiana
$454K +$38.8K +411 +10%
CCM
441
Cambridge Capital Management
Illinois
$451K -$184K -1,946 -30%
BCG
442
Breakwater Capital Group
New Jersey
$448K -$5.57K -59 -1%
DWP
443
Daymark Wealth Partners
Ohio
$445K -$755 -8 -0.2%
MWM
444
Modern Wealth Management
Kansas
$444K -$1.48M -15,649 -78%
TRIA
445
Trail Ridge Investment Advisors
Colorado
$442K +$1.98K +21 +0.5%
IA
446
IFG Advisors
Missouri
$437K -$1.79K -19 -0.4%
NFP
447
NorthLanding Financial Partners
New York
$435K +$1.32K +14 +0.3%
FFBTD
448
First Financial Bank - Trust Division
Ohio
$431K
KFP
449
KMG Fiduciary Partners
Ohio
$430K +$94 +1 +0%
UFA
450
Uptown Financial Advisors
Texas
$427K

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.