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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
LFAS
126
Level Four Advisory Services
Texas
$4.52M +$94 +1 +0%
CC
127
Courier Capital
New York
$4.49M -$945K -10,010 -18%
PFGIA
128
Patriot Financial Group Insurance Agency
Massachusetts
$4.48M +$137K +1,456 +3%
PA
129
Parallel Advisors
California
$4.48M +$200K +2,115 +5%
Jane Street
130
Jane Street
New York
$4.47M +$4.25M +44,963 New
DIP
131
DT Investment Partners
Pennsylvania
$4.37M
LFS
132
Lutz Financial Services
Nebraska
$4.37M -$26.1K -276 -0.6%
MML Investors Services
133
MML Investors Services
Massachusetts
$4.35M +$217K +2,303 +6%
SP
134
Sequent Planning
Nebraska
$4.35M +$330K +3,491 +9%
EFG
135
Ethos Financial Group
Pennsylvania
$4.31M -$5.26M -55,725 -56%
JWBC
136
J.W. Burns & Co
New York
$4.29M -$1.31M -13,864 -24%
EWM
137
Empirical Wealth Management
Washington
$4.23M -$246K -2,600 -6%
Natixis Advisors
138
Natixis Advisors
Massachusetts
$4.2M +$232K +2,459 +6%
EFM
139
Eley Financial Management
Vermont
$4.06M -$12K -127 -0.3%
GLLW
140
Graves Light Lenhart Wealth
Virginia
$4.04M +$3.68K +39 +0.1%
FCFC
141
First Citizens Financial Corp
Iowa
$4M +$61.6K +652 +2%
BEC
142
Blue Edge Capital
Virginia
$3.98M -$44.6K -472 -1%
CIA
143
Concurrent Investment Advisors
Florida
$3.95M -$1.48M -15,709 -28%
PAG
144
Private Advisor Group
New Jersey
$3.93M -$4.06K -43 -0.1%
BWM
145
BKM Wealth Management
Wisconsin
$3.92M +$39.3K +416 +1%
ACIM
146
Azimuth Capital Investment Management
Michigan
$3.86M -$639K -6,762 -15%
CFG
147
Clayton Financial Group
Missouri
$3.73M -$466K -4,930 -12%
AWE
148
Avidian Wealth Enterprises
Texas
$3.71M -$129K -1,365 -4%
SC
149
Sapient Capital
Indiana
$3.7M +$1.33M +14,054 +61%
LC
150
LTG Capital
Massachusetts
$3.69M -$172K -1,817 -5%

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.