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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
BAM
801
Belpointe Asset Management
Nevada
-$1.55M -15,865 Closed
GWMR
802
GC Wealth Management RIA
Massachusetts
-$1.13M -11,631 Closed
PRS
803
Pinkerton Retirement Specialists
Idaho
-$934K -9,579 Closed
AI
804
Atria Investments
North Carolina
-$792K -8,120 Closed
WEG
805
World Equity Group
Illinois
-$621K -6,375 Closed
SB
806
Strategic Blueprint
Georgia
-$529K -5,426 Closed
GSC
807
Ground Swell Capital
South Carolina
-$512K -5,257 Closed
PPW
808
Presilium Private Wealth
Pennsylvania
-$496K -5,089 Closed
IP
809
Integras Partners
Georgia
-$475K -4,877 Closed
D.E. Shaw & Co
810
D.E. Shaw & Co
New York
-$454K -4,655 Closed
QPWM
811
Quadrant Private Wealth Management
Pennsylvania
-$444K -4,557 Closed
TFO
812
Tarbox Family Office
California
-$417K -4,281 Closed
TFS
813
Thoroughbred Financial Services
Tennessee
-$385K -3,956 Closed
GS
814
GWN Securities
Florida
-$376K -3,853 Closed
MWM
815
Marion Wealth Management
Pennsylvania
-$336K -3,449 Closed
CWC
816
Carolinas Wealth Consulting
North Carolina
-$305K -3,132 Closed
FT
817
Fiduciary Trust
Massachusetts
-$284K -2,918 Closed
TC
818
TownSquare Capital
Utah
-$244K -2,501 Closed
WAP
819
Wealthcare Advisory Partners
Pennsylvania
-$236K -2,420 Closed
BAM
820
BLKBRD Asset Management
Connecticut
-$234K -2,402 Closed
SWP
821
Sagespring Wealth Partners
Tennessee
-$227K -2,332 Closed
CFS
822
Cannon Financial Strategists
Georgia
-$225K -2,309 Closed
TH
823
Team Hewins
California
-$222K -2,280 Closed
OMC
824
Old Mission Capital
Illinois
-$210K -2,155 Closed
AFG
825
Allegheny Financial Group
Pennsylvania
-$207K -2,122 Closed

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.