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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
BONH
751
Bank of New Hampshire
New Hampshire
$9.35K
MIM
752
MTM Investment Management
South Carolina
$8.95K
RPCA
753
Running Point Capital Advisors
California
$8.95K
T
754
Transce3nd
Texas
$8.95K
RCM
755
Richardson Capital Management
Wisconsin
$8.67K
CSC
756
Caldwell Sutter Capital
California
$8.56K
SN
757
Sittner & Nelson
Oregon
$8.06K
BIA
758
Bell Investment Advisors
California
$7.86K +$7.46K +79 New
TCOV
759
Trust Company of Vermont
Vermont
$7.76K -$37.4K -396 -84%
CA
760
Crewe Advisors
Utah
$6.57K
OWP
761
ORG Wealth Partners
Texas
$6.25K
FCAS
762
First Command Advisory Services
Texas
$6.07K
BA
763
Ballast Advisors
Minnesota
$5.97K
PWAM
764
Private Wealth Asset Management
Iowa
$5.97K
AWM
765
Accredited Wealth Management
Kentucky
$5.17K
BWL
766
Bogart Wealth LLC
Virginia
$5.17K
RIA
767
Realta Investment Advisors
Delaware
$5.15K
EWM
768
EPG Wealth Management
Georgia
$4.97K
DF
769
Dunhill Financial
United Kingdom
$4.45K +$3.87K +41 +1,367%
BCMLT
770
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.33K -$7.37K -78 -64%
GK
771
Graney & King
New York
$4.21K
SWP
772
Strategic Wealth Partners
Ohio
$3.58K +$3.4K +36 New
SRCM
773
Signature Resources Capital Management
California
$3.28K +$3.12K +33 New
PA
774
Pineridge Advisors
Missouri
$3.24K +$94 +1 +3%
FDCP
775
Foster Dykema Cabot & Partners
Massachusetts
$2.59K

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.