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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
Pathstone Holdings
101
Pathstone Holdings
New Jersey
$5.56M +$374K +3,965 +7%
RA
102
Rodgers & Associates
Pennsylvania
$5.54M +$266K +2,820 +5%
PGFC
103
Peapack-Gladstone Financial Corp
New Jersey
$5.54M +$337K +3,566 +7%
IF
104
Ironwood Financial
Arizona
$5.48M
WSFS
105
Wilmington Savings Fund Society
Delaware
$5.48M -$1.22M -12,885 -19%
CastleKeep Investment Advisors
106
CastleKeep Investment Advisors
Connecticut
$5.38M +$266K +2,819 +6%
SFS
107
Sowell Financial Services
Arkansas
$5.3M +$206K +2,186 +4%
APG
108
Abacus Planning Group
South Carolina
$5.27M +$2.39M +25,344 +92%
SFO
109
Stokes Family Office
Louisiana
$5.21M -$181K -1,914 -4%
Franklin Resources
110
Franklin Resources
California
$5.2M -$58K -614 -1%
CFGA
111
Cambridge Financial Group (Arizona)
Arizona
$5.15M +$7.18K +76 +0.1%
MAM
112
MMA Asset Management
Pennsylvania
$5.08M +$4.55M +48,189 +1,675%
FCB
113
First County Bank
Connecticut
$5.08M -$237K -2,506 -5%
SPC
114
Sigma Planning Corp
Michigan
$5.02M +$67.3K +713 +1%
CAM
115
Cresset Asset Management
Illinois
$5M +$69.9K +740 +1%
CWM
116
Congress Wealth Management
Massachusetts
$4.88M +$4.06M +43,001 +710%
MWM
117
Mission Wealth Management
California
$4.87M -$923K -9,774 -17%
SL
118
Salomon & Ludwin
Virginia
$4.78M -$46.7K -495 -1%
NFC
119
Northeast Financial Consultants
Connecticut
$4.69M -$416K -4,400 -9%
CGA
120
Crescent Grove Advisors
Illinois
$4.66M +$82.3K +871 +2%
ASN
121
Advisory Services Network
Georgia
$4.6M +$218K +2,311 +5%
QC
122
Quent Capital
New York
$4.6M -$448K -4,747 -9%
SCG
123
Sonata Capital Group
Washington
$4.6M -$22.5K -238 -0.5%
LSA
124
Lansing Street Advisors
Pennsylvania
$4.56M -$4.79M -50,756 -53%
PAI
125
Pittenger & Anderson Inc
Nebraska
$4.55M

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.