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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
AWMM
526
Aegis Wealth Management (Maryland)
Maryland
$285K
CIA
527
Capital Investment Advisors
Georgia
$285K +$13.3K +141 +5%
B
528
Bensler
Washington
$285K
BNP Paribas Financial Markets
529
BNP Paribas Financial Markets
France
$283K -$18.1K -192 -6%
CWP
530
Curated Wealth Partners
California
$280K
CWS
531
Confluence Wealth Services
Pennsylvania
$280K +$189 +2 +0.1%
FSA
532
Fort Sheridan Advisors
Illinois
$277K
DC
533
Davenport & Co
Virginia
$275K -$1.13K -12 -0.4%
GSWM
534
Greenup Street Wealth Management
Michigan
$275K +$9.63K +102 +4%
VVP
535
Venture Visionary Partners
Ohio
$275K +$94 +1 +0%
WF
536
Warner Financial
Maryland
$269K +$472 +5 +0.2%
LBC
537
Lowe Brockenbrough & Co
Virginia
$269K
DT
538
Diversified Trust
Tennessee
$268K +$255K +2,697 New
FFS
539
Founders Financial Securities
Maryland
$264K -$12.4K -131 -5%
DFG
540
Dynamic Financial Group
Iowa
$263K -$7.37K -78 -3%
TCA
541
Transcend Capital Advisors
New Jersey
$262K +$249K +2,637 New
MC
542
Moors & Cabot
Massachusetts
$260K -$4.63K -49 -2%
SSWM
543
Smith Salley Wealth Management
North Carolina
$260K +$247K +2,614 New
PFG
544
Pinnacle Financial Group
Illinois
$260K +$4.06K +43 +2%
MKW
545
Mullaney, Keating & Wright
Connecticut
$259K -$12K -127 -5%
AW
546
Avion Wealth
Texas
$259K -$15.4K -163 -6%
LPP
547
Life Planning Partners
Florida
$258K
MFC
548
Mechanics Financial Corp
Ohio
$256K
KAS
549
KPP Advisory Services
Kentucky
$256K -$24.4K -258 -9%
SWM
550
Sterling Wealth Management
Illinois
$255K +$242K +2,563 New

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.