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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
KBFS
501
Kohmann Bosshard Financial Services
Ohio
$329K +$94 +1 +0%
NRC
502
New Republic Capital
North Carolina
$326K +$1.32K +14 +0.4%
WDG
503
Wealth Dimensions Group
Ohio
$324K -$4.16K -44 -1%
WS
504
Wedbush Securities
California
$324K -$61.3K -649 -17%
FB
505
Fulton Bank
Pennsylvania
$323K +$6.99K +74 +2%
FA
506
Fiducient Advisors
Illinois
$322K -$3.87K -41 -1%
NCM
507
Next Capital Management
New York
$321K +$107K +1,132 +54%
SC
508
SouthState Corp
Florida
$318K -$46.4K -491 -13%
Betterment LLC
509
Betterment LLC
New York
$315K -$197K -2,081 -40%
GC
510
Grimes & Company
Massachusetts
$312K -$10.5K -111 -3%
SPL
511
Smart Portfolios LLC
Washington
$310K -$23K -244 -7%
S
512
SimplyRich
California
$308K
SGI
513
Summit Global Investments
Utah
$307K
NP
514
NorthRock Partners
Minnesota
$307K +$2.36K +25 +0.8%
CIA
515
Compass Ion Advisors
Pennsylvania
$307K -$12.3K -130 -4%
KWS
516
Keystone Wealth Services
California
$304K -$50.1K -530 -15%
TA
517
TrueWealth Advisors
Alabama
$304K -$11.5K -122 -4%
ACM
518
Advisors Capital Management
New Jersey
$302K +$286K +3,032 New
HR
519
Howe & Rusling
New York
$302K
AF
520
Advisornet Financial
Minnesota
$301K -$3.21K -34 -1%
WH
521
Willner & Heller
California
$296K +$6.89K +73 +3%
RWP
522
RWA Wealth Partners
Massachusetts
$293K
KWA
523
Kingswood Wealth Advisors
California
$290K -$7.55K -80 -3%
EW
524
Element Wealth
Mississippi
$288K +$1.04K +11 +0.4%
SIM
525
Sims Investment Management
Ohio
$287K -$5.05M -53,443 -95%

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.