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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
CCM
826
Coldstream Capital Management
Washington
-$206K -2,116 Closed
PAS
827
Park Avenue Securities
New York
-$205K -2,098 Closed
NL
828
NDWM LLC
California
-$203K -2,083 Closed
NAAA
829
New Age Alpha Advisors
New York
-$146K -1,500 Closed
FLP
830
Financial Life Planners
Arizona
-$144K -1,476 Closed
IRAG
831
Investment Research & Advisory Group
Georgia
-$126K -1,294 Closed
LWANC
832
Laurel Wealth Advisors (North Carolina)
North Carolina
-$115K -1,185 Closed
CA
833
Continuum Advisory
Idaho
-$106K -1,088 Closed
SIM
834
Synergy Investment Management
Florida
-$72.7K -746 Closed
FWA
835
FSC Wealth Advisors
New York
-$47.3K -485 Closed
CB
836
Centennial Bank
Arkansas
-$39.2K -402 Closed
GFPC
837
Global Financial Private Client
Florida
-$39.2K -402 Closed
SAM
838
Smartleaf Asset Management
Massachusetts
-$20.2K -208 Closed
AF
839
Atala Financial
California
-$19.7K -202 Closed
AF
840
Abound Financial
California
-$19.5K -200 Closed
FFA
841
Founders Financial Alliance
North Carolina
-$17.1K -175 Closed
BTD
842
BankPlus Trust Department
Mississippi
-$14.2K -146 Closed
RJA
843
Ross\Johnson & Associates
Minnesota
-$7.99K -82 Closed
S
844
Sachetta
Massachusetts
-$7.63K -78 Closed
HCA
845
Heck Capital Advisors
Wisconsin
-$3.01K -31 Closed
HHGA
846
Halbert Hargrove Global Advisors
California
-$2.54K -26 Closed
CAWM
847
Capital A Wealth Management
Pennsylvania
-$1.75K -18 Closed
WBC
848
West Branch Capital
Massachusetts
-$1.46K -15 Closed
RF
849
Rossby Financial
Florida
-$1.1K -12 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.