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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
RTL
726
Red Tortoise LLC
Georgia
$17K
WTFG
727
Wood Tarver Financial Group
Idaho
$16K
FUBT
728
First United Bank & Trust
Maryland
$14.9K -$4.72K -50 -25%
EB
729
Eastern Bank
Massachusetts
$14.9K
VCM
730
Viewpoint Capital Management
Washington
$14.9K
FWM
731
FSA Wealth Management
Massachusetts
$14.3K
EWA
732
EverSource Wealth Advisors
Alabama
$13.1K
ITIM
733
Indiana Trust & Investment Management
Indiana
$12.7K
TFG
734
Team Financial Group
California
$12.3K +$11.7K +124 New
MWM
735
Mascoma Wealth Management
New Hampshire
$11.9K
PP
736
Pacifica Partners
Canada
$11.8K
AG
737
AmeriFlex Group
Nevada
$11.3K
CFB
738
Cullen/Frost Bankers
Texas
$11.3K -$9.35K -99 -46%
GSWM
739
Golden State Wealth Management
California
$11K -$378 -4 -3%
CW
740
Curio Wealth
Maryland
$11K +$10.4K +110 +11,000%
HFS
741
Hantz Financial Services
Michigan
$11K +$10.8K +114 New
DPW
742
DiNuzzo Private Wealth
Pennsylvania
$10.9K
RI
743
Ridgewood Investments
New Jersey
$10.9K
BFPW
744
BOK Financial Private Wealth
Colorado
$10.4K
FMTCOCP
745
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K +$9.92K +105 New
JHCP
746
Jackson Hole Capital Partners
Oklahoma
$9.95K
OHWP
747
Oak Harbor Wealth Partners
North Carolina
$9.95K
OPTFSNA
748
Old Point Trust & Financial Services N A
Virginia
$9.95K
RP
749
Rice Partnership
Hawaii
$9.95K
TCM
750
Tradewinds Capital Management
Washington
$9.92K -$28.1K -298 -75%

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.