IJS icon

iShares S&P Small-Cap 600 Value ETF

769 hedge funds and large institutions have $3.59B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 226 increasing their positions, 307 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

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)

26% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 307

Holders
769
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.9M
Puts
$3.81M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
451
SageView Advisory Group
California
$416K
DADC
452
D.A. Davidson & Co
Montana
$414K
IFA
453
Index Fund Advisors
California
$413K
FTWA
454
Fifth Third Wealth Advisors
Ohio
$412K
VFIC
455
Valley Forge Investment Consultants
Pennsylvania
$411K
FAI
456
Fiduciary Advisors Inc
Missouri
$411K
DAS
457
Dynamic Advisor Solutions
Arizona
$410K
BL
458
BFSG LLC
California
$405K
MSAM
459
Moloney Securities Asset Management
Missouri
$403K
SFC
460
SYM Financial Corp
Indiana
$395K
VNA
461
Valley National Advisers
Pennsylvania
$394K
GIA
462
Gladstone Institutional Advisory
Florida
$392K
SIC
463
Shoker Investment Counsel
Ohio
$390K
HW
464
Hancock Whitney
Mississippi
$388K
MWA
465
Monograph Wealth Advisors
California
$382K
GLA
466
Great Lakes Advisors
Illinois
$379K
RCAG
467
Rehmann Capital Advisory Group
Michigan
$379K
MSWM
468
McGlone Suttner Wealth Management
Wisconsin
$379K
FGWP
469
Founders Grove Wealth Partners
Virginia
$374K
SAI
470
Savvy Advisors Inc
New York
$369K
MCM
471
Maple Capital Management
Vermont
$368K
VA
472
Valmark Advisers
Ohio
$358K
DWM
473
Dakota Wealth Management
Florida
$358K
SCM
474
Sage Capital Management
New Jersey
$357K
ML
475
Mayport LLC
Massachusetts
$356K