IJS icon

iShares S&P Small-Cap 600 Value ETF

811 hedge funds and large institutions have $3.96B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 227 increasing their positions, 285 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.43% more ownership

Funds ownership: 59.1%60.54% (+1.4%)

1% more capital invested

Capital invested by funds: $3.94B → $3.96B (+$27.4M)

20% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 285

Holders
811
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.04M
Puts
$353K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
76
Beacon Pointe Advisors
California
$8.9M
CWM
77
Cordatus Wealth Management
Pennsylvania
$8.9M
EAM
78
Evanson Asset Management
California
$8.86M
ADL
79
Asset Dedication LLC
California
$8.8M
JWA
80
JFS Wealth Advisors
Pennsylvania
$8.73M
SF
81
Summit Financial
New Jersey
$8.4M
BF
82
BOK Financial
Oklahoma
$8.38M
IWC
83
Integrated Wealth Concepts
Massachusetts
$8.35M
Two Sigma Investments
84
Two Sigma Investments
New York
$8.31M
CPIG
85
Chicago Partners Investment Group
Illinois
$8.13M
CAL
86
Capital Advisors Ltd
Ohio
$8.13M
SPIA
87
Steward Partners Investment Advisory
New York
$8.08M
MBI
88
May Barnhard Investments
Maryland
$7.98M
ODIJL
89
One Day In July LLC
Vermont
$7.95M
IFS
90
Ifrah Financial Services
Arkansas
$7.55M
PGFC
91
Peapack-Gladstone Financial Corp
New Jersey
$7.26M
NAM
92
NorthCrest Asset Manangement
Minnesota
$7.21M
Financial Engines Advisors
93
Financial Engines Advisors
California
$7.19M
FFG
94
Fortress Financial Group
Minnesota
$7.14M
US Bancorp
95
US Bancorp
Minnesota
$7.11M
OAM
96
Occidental Asset Management
California
$7.11M
FFA
97
Farther Finance Advisors
California
$7.05M
Pathstone Holdings
98
Pathstone Holdings
New Jersey
$7.05M
SWA
99
Sax Wealth Advisors
New Jersey
$6.93M
CIA
100
Concurrent Investment Advisors
Florida
$6.91M