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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
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$3.68M -$648K -6,859 -16%
SFA
152
Salus Financial Advisors
Colorado
$3.66M +$188K +1,988 +6%
KAS
153
Kestra Advisory Services
Texas
$3.63M +$51.2K +542 +2%
CA
154
Centerpoint Advisors
Massachusetts
$3.62M -$285K -3,013 -8%
GT
155
Greenleaf Trust
Michigan
$3.6M -$2.36K -25 -0.1%
HNB
156
Huntington National Bank
Ohio
$3.58M
EWA
157
EP Wealth Advisors
California
$3.58M -$396K -4,191 -10%
1IA
158
1834 Investment Advisors
Wisconsin
$3.54M -$145K -1,533 -4%
TYCC
159
Texas Yale Capital Corp
Florida
$3.51M -$6.23K -66 -0.2%
AIM
160
Access Investment Management
Georgia
$3.49M +$3.31M +35,050 New
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$3.42M +$134K +1,424 +4%
OPW
162
Oxler Private Wealth
New York
$3.35M -$3.21M -33,967 -50%
EK
163
Evensky & Katz
Florida
$3.35M -$913K -9,672 -22%
CWL
164
Causey Wealth LLC
Colorado
$3.32M -$868K -9,196 -22%
LCM
165
Liberty Capital Management
Michigan
$3.19M +$155K +1,642 +5%
BFM
166
Broadview Financial Management
Wisconsin
$3.11M -$70K -741 -2%
ITC
167
Inspire Trust Company
Nevada
$3.08M +$850K +9,000 +41%
TRCT
168
Tower Research Capital (TRC)
New York
$3.04M -$374K -3,962 -11%
I
169
InvesTrust
Oklahoma
$3.03M -$95.6K -1,012 -3%
MFG
170
Mainsail Financial Group
Washington
$3.01M +$91.2K +966 +3%
MCWS
171
McKinley Carter Wealth Services
West Virginia
$2.98M +$355K +3,756 +14%
AQR Capital Management
172
AQR Capital Management
Connecticut
$2.93M +$2.1M +22,234 +307%
ATPW
173
Ashton Thomas Private Wealth
Arizona
$2.92M -$1.01M -10,732 -27%
BHIA
174
Birch Hill Investment Advisors
Massachusetts
$2.88M -$787K -8,338 -22%
SWA
175
SOA Wealth Advisors
New York
$2.86M -$187K -1,982 -6%

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.