We are live on ! Find out more
IJS icon

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
PMFA
601
Plante Moran Financial Advisors
Michigan
$185K
OP
602
ORG Partners
Indiana
$184K +$10K +106 +6%
MCM
603
MV Capital Management
Maryland
$179K -$82.3K -872 -33%
NB
604
NBT Bank
New York
$177K -$1.42K -15 -0.8%
HIA
605
Harbor Investment Advisory
Maryland
$177K -$14.2K -150 -8%
GC
606
Garde Capital
Washington
$171K
HWA
607
HHM Wealth Advisors
Tennessee
$165K
GWM
608
Geneos Wealth Management
Colorado
$155K -$99.2K -1,050 -40%
HWM
609
HighMark Wealth Management
Minnesota
$154K +$108K +1,145 +283%
MPCG
610
Matrix Private Capital Group
New York
$154K +$146K +1,547 New
AIA
611
Arcadia Investment Advisors
Idaho
$153K
VWA
612
VSM Wealth Advisory
Maryland
$152K +$189 +2 +0.1%
WCM
613
Winthrop Capital Management
Indiana
$152K
CT
614
Coastline Trust
Rhode Island
$139K -$48.6K -515 -27%
ACA
615
Aptus Capital Advisors
Alabama
$138K +$189 +2 +0.1%
DWM
616
Dogwood Wealth Management
Kansas
$132K +$189 +2 +0.2%
RA
617
Rise Advisors
New York
$132K -$2.55K -27 -2%
OC
618
Oakworth Capital
Alabama
$132K -$36.7K -389 -23%
AIC
619
Archer Investment Corporation
Indiana
$130K
AWM
620
AllSquare Wealth Management
New York
$128K -$47.2K -500 -28%
AP
621
Atwood & Palmer
Missouri
$126K
LI
622
LRI Investments
Florida
$125K
CWM
623
Copia Wealth Management
Oregon
$125K
HAP
624
Harbor Asset Planning
Massachusetts
$124K +$118K +1,250 New
HCM
625
Hollencrest Capital Management
California
$124K

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.