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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
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$28.4M -$14M -148,317 -35%
B
27
Bailard
California
$27.5M -$1.09M -11,527 -4%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$26.3M -$2.47M -26,138 -9%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$26.1M -$4.05M -42,925 -14%
SFI
30
SPC Financial Inc
Maryland
$24.7M +$499K +5,282 +2%
AAP
31
Arax Advisory Partners
Colorado
$22.5M +$21.3M +225,841 +342,183%
Mariner
32
Mariner
Kansas
$22.5M -$1.9M -20,117 -8%
Goldman Sachs
33
Goldman Sachs
New York
$22M +$3.12M +33,024 +18%
HWA
34
Heartwood Wealth Advisors
Virginia
$21.5M +$240K +2,541 +1%
GIA
35
GHP Investment Advisors
Colorado
$19.8M -$416K -4,408 -2%
UCFA
36
United Capital Financial Advisors
Texas
$19.8M +$12.7K +134 +0.1%
Cerity Partners
37
Cerity Partners
New York
$19.3M -$23K -244 -0.1%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$18.9M -$2.69M -28,476 -13%
MCM
39
MAI Capital Management
Ohio
$18M +$154K +1,626 +0.9%
PA
40
Probity Advisors
Texas
$17.2M -$74.8K -792 -0.5%
Osaic Holdings
41
Osaic Holdings
Arizona
$16.5M -$4.79M -50,746 -23%
MGIA
42
Moneta Group Investment Advisors
Missouri
$15.8M +$986K +10,437 +7%
Truist Financial
43
Truist Financial
North Carolina
$15.8M -$1.28M -13,510 -8%
Creative Planning
44
Creative Planning
Kansas
$15.1M -$882K -9,339 -6%
AAS
45
Avantax Advisory Services
Texas
$14.8M +$4.84M +51,300 +53%
EIP
46
Ellis Investment Partners
Pennsylvania
$14.7M -$100K -1,064 -0.7%
KeyBank National Association
47
KeyBank National Association
Ohio
$14.6M +$1.49M +15,806 +12%
SC
48
Savant Capital
Illinois
$14.4M -$2.03M -21,476 -13%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$14.1M -$730K -7,731 -5%
WA
50
Waverly Advisors
Alabama
$13.9M -$1.38M -14,638 -9%

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.