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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
CM
576
Columbus Macro
Pennsylvania
$223K +$211K +2,238 New
CFG
577
Cosner Financial Group
Colorado
$219K -$2.08K -22 -1%
PAM
578
Peak Asset Management
Colorado
$219K
TW
579
Towerpoint Wealth
California
$218K +$207K +2,196 New
SFPG
580
Stonebridge Financial Planning Group
Florida
$218K -$75.1K -795 -27%
PWM
581
Perigon Wealth Management
California
$218K +$5.1K +54 +3%
IIC
582
Integrated Investment Consultants
Michigan
$217K -$2.83K -30 -1%
FWMP
583
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$215K
WC
584
Weil Company
California
$214K +$94 +1 +0%
CWA
585
CogentBlue Wealth Advisors
Tennessee
$214K -$7.65K -81 -4%
BFC
586
Bedel Financial Consulting
Indiana
$211K +$200K +2,122 New
GPA
587
Guidance Point Advisors
Massachusetts
$210K -$1.79K -19 -0.9%
FMII
588
Farmers & Merchants Investments Inc
Nebraska
$209K
SWM
589
Silverlake Wealth Management
Vermont
$209K +$198K +2,099 New
FFA
590
Fortune Financial Advisors
Kansas
$209K -$9.82K -104 -5%
HWM
591
HB Wealth Management
Georgia
$207K -$23K -244 -10%
CFS
592
CGC Financial Services
Oregon
$206K -$5.19K -55 -3%
Luther King Capital Management (LKCM)
593
Luther King Capital Management (LKCM)
Texas
$205K
PPA
594
Painted Porch Advisors
California
$204K +$94 +1 +0%
FFM
595
Forum Financial Management
Illinois
$204K +$194K +2,050 New
TWC
596
TD Waterhouse Canada
Ontario, Canada
$204K
FWI
597
Facet Wealth Inc
Maryland
$203K +$190K +2,013 New
GFA
598
Gallagher Fiduciary Advisors
Illinois
$202K +$192K +2,030 New
AssetMark Inc
599
AssetMark Inc
California
$187K +$10.8K +114 +6%
JGIA
600
Jackson Grant Investment Advisers
Connecticut
$186K +$755 +8 +0.4%

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.