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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
DIA
551
Dana Investment Advisors
Wisconsin
$255K -$253K -2,679 -51%
AEPWM
552
Atlantic Edge Private Wealth Management
Florida
$253K -$2.46K -26 -1%
IWA
553
Inspirion Wealth Advisors
Illinois
$251K
HCP
554
Hardin Capital Partners
South Carolina
$250K
WQ
555
Wealth Quarterback
New Jersey
$247K -$311K -3,297 -57%
MCM
556
MidAtlantic Capital Management
Virginia
$247K +$4.34K +46 +2%
BFS
557
Bradley Foster & Sargent
Connecticut
$245K
BFO
558
Boston Family Office
Massachusetts
$244K
GTAM
559
Global Trust Asset Management
Florida
$243K -$29.3K -310 -11%
BBPWM
560
Blue Bell Private Wealth Management
Pennsylvania
$243K -$26.5K -281 -10%
GWP
561
Gen-Wealth Partners
Michigan
$242K +$3.78K +40 +2%
AFA
562
American Financial Advisors
Georgia
$241K -$8.03K -85 -3%
CL
563
CIM LLC
New York
$239K -$73.9K -783 -25%
FP
564
Financial Perspectives
Minnesota
$235K +$378 +4 +0.2%
PIA
565
Panoramic Investment Advisors
Colorado
$233K -$296K -3,135 -57%
QCG
566
Quadrant Capital Group
Ohio
$232K -$26K -275 -11%
MBFW
567
Morton Brown Family Wealth
Pennsylvania
$229K
AUB
568
Atlantic Union Bankshares
Virginia
$229K +$217K +2,300 New
MIM
569
Marco Investment Management
Georgia
$228K
PSCM
570
Per Stirling Capital Management
Texas
$226K -$1.61M -17,017 -88%
PJWM
571
Philip James Wealth Mangement
Georgia
$225K +$14.2K +150 +7%
HIMC
572
Heritage Investors Management Corp
Maryland
$224K
KFP
573
Keener Financial Planning
Texas
$224K +$3.02K +32 +1%
MPIA
574
Milestones Private Investment Advisors
New York
$224K +$212K +2,249 New
FM
575
Foster & Motley
Ohio
$223K -$189 -2 -0.1%

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.