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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
Barclays
676
Barclays
United Kingdom
$42.8K
WPA
677
West Paces Advisors
Georgia
$42.8K +$40.6K +430 New
RF
678
Robinswood Financial
Washington
$42.4K +$189 +2 +0.5%
EP
679
Essential Partners
California
$42.2K +$40K +424 New
TCM
680
TruNorth Capital Management
Michigan
$41.2K +$94 +1 +0.2%
PCFFS
681
Pacific Center for Financial Services
California
$39.8K
SWP
682
SIMA Wealth Partners
Virginia
$38.8K -$4.72K -50 -11%
MEG
683
Millstone Evans Group
Colorado
$38.6K
AWM
684
Abound Wealth Management
Tennessee
$37.8K +$30K +318 +513%
TAM
685
Tucker Asset Management
Colorado
$37.8K +$9.54K +101 +36%
FPB
686
First PREMIER Bank
South Dakota
$37K
AWM
687
Atticus Wealth Management
Florida
$35.6K +$189 +2 +0.6%
IWP
688
IAG Wealth Partners
Wisconsin
$34.8K
Simplex Trading
689
Simplex Trading
Illinois
$34K +$32.9K +348 New
CIA
690
Choate Investment Advisors
Massachusetts
$33.3K +$31.6K +335 New
AC
691
AlphaCore Capital
California
$33.1K +$10.4K +110 +49%
SIC
692
SJS Investment Consulting
Ohio
$33K
CA
693
CoreCap Advisors
Michigan
$31.7K -$1.55M -16,441 -98%
IBOK
694
Independence Bank of Kentucky
Kentucky
$31.6K
BLC
695
Brown, Lisle/Cummings
Rhode Island
$31.5K
FGA
696
Fortis Group Advisors
New Jersey
$31.5K
RWM
697
RMG Wealth Management
Wisconsin
$31K +$28.5K +302 New
AIP
698
Ameritas Investment Partners
Nebraska
$30.8K
MWA
699
Medallion Wealth Advisors
Connecticut
$30.6K
CT
700
Caldwell Trust
Florida
$30.3K

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.