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
Kovitz Investment Group Partners
51
Kovitz Investment Group Partners
Illinois
$13.6M -$5.86M -62,040 -31%
PFM
52
Phillips Financial Management
Indiana
$12.9M -$212K -2,245 -2%
FAN
53
Financial Advisors Network
California
$12.7M +$1.29M +13,651 +12%
WA
54
Wealth Architects
California
$11.2M +$1.08M +11,427 +11%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$11.2M -$639K -6,764 -6%
Brown Advisory
56
Brown Advisory
Maryland
$10.8M +$8.94M +94,719 +685%
KPWS
57
Kestra Private Wealth Services
Texas
$10.5M +$112K +1,190 +1%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$10.3M -$556K -5,885 -5%
RIM
59
Redwood Investment Management
Arizona
$10.2M +$9.7M +102,728 New
CIBC World Market
60
CIBC World Market
Ontario, Canada
$10M +$64.1K +679 +0.7%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$9.6M -$7.8M -82,606 -46%
Lido Advisors
62
Lido Advisors
California
$9.3M +$530K +5,610 +6%
Comerica Bank
63
Comerica Bank
Texas
$9.14M -$1.72M -18,230 -17%
LSPW
64
Lake Street Private Wealth
Illinois
$8.89M +$69.6K +737 +0.8%
RFA
65
RTD Financial Advisors
Pennsylvania
$8.84M -$162K -1,711 -2%
AMG
66
Asset Management Group
Connecticut
$8.77M -$69.1K -732 -0.8%
PFPT
67
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.73M +$797K +8,435 +11%
BF
68
BOK Financial
Oklahoma
$8.68M -$202K -2,144 -2%
HFBOT
69
Home Federal Bank of Tennessee
Tennessee
$8.39M +$33.8K +358 +0.4%
CBA
70
Coastal Bridge Advisors
Connecticut
$8.15M -$99.5K -1,054 -1%
JWA
71
JFS Wealth Advisors
Pennsylvania
$8.1M -$319K -3,381 -4%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$8.08M -$904K -9,570 -11%
GIM
73
Glenmede Investment Management
Pennsylvania
$8.03M +$7.62M +80,671 New
SFP
74
Sterling Financial Planning
New Jersey
$8.02M +$53.5K +567 +0.7%
ADL
75
Asset Dedication LLC
California
$7.95M -$170K -1,803 -2%

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.