IJS icon

iShares S&P Small-Cap 600 Value ETF

783 hedge funds and large institutions have $3.94B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 219 increasing their positions, 285 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

2% more funds holding

Funds holding: 771783 (+12)

0.02% more ownership

Funds ownership: 59.08%59.1% (+0.02%)

23% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 285

Holders
783
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.83M
Puts
$1.65M
Net Calls
Net Calls Change

Top Buyers

1 +$37.7M
2 +$22.2M
3 +$14M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$12.7M
5
UBS Group
UBS Group
Switzerland
+$8.59M

Top Sellers

1 -$23.6M
2 -$22.5M
3 -$13.5M
4
RIM
Redwood Investment Management
Arizona
-$10.2M
5
Goldman Sachs
Goldman Sachs
New York
-$9.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
51
Kovitz Investment Group Partners
Illinois
$15.8M
Goldman Sachs
52
Goldman Sachs
New York
$15M
WA
53
Waverly Advisors
Alabama
$14.5M
FAN
54
Financial Advisors Network
California
$14.1M
PFM
55
Phillips Financial Management
Indiana
$13.6M
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$13.5M
WA
57
Wealth Architects
California
$12.2M
CIBC World Market
58
CIBC World Market
Ontario, Canada
$11.3M
Brown Advisory
59
Brown Advisory
Maryland
$11.3M
Lido Advisors
60
Lido Advisors
California
$10.8M
RFA
61
RTD Financial Advisors
Pennsylvania
$10.4M
LSPW
62
Lake Street Private Wealth
Illinois
$10.1M
PFPT
63
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.99M
Comerica Bank
64
Comerica Bank
Texas
$9.9M
BF
65
BOK Financial
Oklahoma
$9.89M
AMG
66
Asset Management Group
Connecticut
$9.74M
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$9.55M
HFBOT
68
Home Federal Bank of Tennessee
Tennessee
$9.41M
JWA
69
JFS Wealth Advisors
Pennsylvania
$9.25M
CBA
70
Coastal Bridge Advisors
Connecticut
$9.15M
GIM
71
Glenmede Investment Management
Pennsylvania
$9.01M
PFS
72
Prospera Financial Services
Texas
$8.92M
ADL
73
Asset Dedication LLC
California
$8.79M
CCWM
74
Cassaday & Co Wealth Management
Virginia
$8.78M
SFP
75
Sterling Financial Planning
New Jersey
$8.76M