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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
FGWP
476
Founders Grove Wealth Partners
Virginia
$374K -$67.1K -711 -16%
SAI
477
Savvy Advisors Inc
New York
$369K -$472 -5 -0.1%
MCM
478
Maple Capital Management
Vermont
$368K -$28.3K -300 -8%
VA
479
Valmark Advisers
Ohio
$358K
DWM
480
Dakota Wealth Management
Florida
$358K -$3.49K -37 -1%
SCM
481
Sage Capital Management
New Jersey
$357K +$1.04K +11 +0.3%
ML
482
Mayport LLC
Massachusetts
$356K +$189 +2 +0.1%
CCMG
483
Clark Capital Management Group
Pennsylvania
$355K +$10.7K +113 +3%
AWS
484
Atria Wealth Solutions
New York
$355K -$5.83M -61,725 -95%
EA
485
Enclave Advisors
Texas
$352K -$193K -2,045 -37%
MCCA
486
Mill Creek Capital Advisors
Pennsylvania
$351K
IWM
487
Inlight Wealth Management
Georgia
$351K
PSF
488
Pacific Sun Financial
California
$349K -$11.3K -120 -3%
VFG
489
Victory Financial Group
Texas
$349K +$105K +1,115 +47%
SYBT
490
Stock Yards Bank & Trust
Kentucky
$349K -$9.44K -100 -3%
AIP
491
Almanack Investment Partners
Pennsylvania
$348K +$330K +3,495 New
WT
492
Whittier Trust
California
$346K
Bessemer Group
493
Bessemer Group
New Jersey
$346K -$64.8K -686 -16%
AFG
494
Altiora Financial Group
Ohio
$345K
AFP
495
Ausdal Financial Partners
Iowa
$339K -$2.36K -25 -0.7%
FAC
496
Financial Advisory Corporation
Michigan
$336K -$123K -1,303 -28%
CPSAC
497
Chas P. Smith & Associates (CPS)
Florida
$333K -$29K -307 -8%
IIL
498
Insight Inv LLC
California
$331K -$4.44K -47 -1%
KOC
499
Koss-Olinger Consulting
Florida
$330K +$53.3K +564 +20%
SHGA
500
Sand Hill Global Advisors
California
$330K -$82K -868 -21%

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.