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.
1.33% less ownership
Funds ownership: 60.58% → 59.25% (-1.3%)
2% less funds holding
Funds holding: 800 → 782 (-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: 19 → 14 (-5)
27% less repeat investments, than reductions
Existing positions increased: 229 | Existing positions reduced: 313
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$21.3M |
| 2 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$13.1M |
| 3 |
Morgan Stanley
New York
|
+$10.1M |
| 4 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$9.7M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
+$8.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$110M |
| 2 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
-$92.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$23.6M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$17.6M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$14M |
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.