iShares S&P Small-Cap 600 Value ETF
881 hedge funds and large institutions have $5.27B invested in iShares S&P Small-Cap 600 Value ETF in 2026 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 232 increasing their positions, 321 reducing their positions, and 38 closing their positions.
132% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 38
105% more call options, than puts
Call options by funds: $1.2M | Put options by funds: $588K
11% more capital invested
Capital invested by funds: $4.76B → $5.27B (+$509M)
6% more funds holding in top 10
Funds holding in top 10: 18 → 19 (+1)
4% more funds holding
Funds holding: 849 → 881 (+32)
0.83% more ownership
Funds ownership: 65.35% → 66.18% (+0.83%)
28% less repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 321
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
+$204M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$34.9M |
| 3 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$16.4M |
| 4 |
Parallax Volatility Advisers
San Francisco,
California
|
+$12.9M |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UFF
USA Financial Formulas
Ada,
Michigan
|
-$116M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$54.9M |
| 3 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
-$52.8M |
| 4 |
SFS
Sharp Financial Services
Horsham,
Pennsylvania
|
-$34.9M |
| 5 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$24M |
IJS Hedge Fund Activity: Q2 2026 in Review
881 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Value ETF (IJS) for Q2 2026, worth a combined $5.27B — up 11% from $4.76B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new IJS positions and 38 closed out — a net gain of 50 holders — while 232 added to existing stakes and 321 trimmed.
The largest buyer was Pinkerton Retirement Specialists, opening a new position worth an estimated $204M. The largest seller was USA Financial Formulas, cutting an estimated $116M.
- 881 institutional investors held iShares S&P Small-Cap 600 Value ETF (IJS) as of Q2 2026, up from 849 in Q1 2026.
- Funds reported $5.27B of iShares S&P Small-Cap 600 Value ETF stock for Q2 2026, up 11% quarter-over-quarter.
- 88 funds opened new iShares S&P Small-Cap 600 Value ETF positions in Q2 2026 and 38 closed out, a net change of +50 holders.
- The largest iShares S&P Small-Cap 600 Value ETF buyer in Q2 2026 was Pinkerton Retirement Specialists, an estimated $204M added.
- The largest iShares S&P Small-Cap 600 Value ETF seller in Q2 2026 was USA Financial Formulas, an estimated $116M sold.
Based on aggregated 13F filings for Q2 2026.