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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
UB
176
UMB Bank
Missouri
$2.8M -$185K -1,963 -7%
TIM
177
Tortoise Investment Management
New York
$2.75M +$56.4K +597 +2%
NA
178
NewEdge Advisors
Louisiana
$2.73M +$1.38M +14,620 +114%
FFA
179
Farther Finance Advisors
California
$2.69M -$1.8M -19,043 -41%
FIA
180
Foundations Investment Advisors
Arizona
$2.66M +$2.53M +26,761 New
UWPG
181
Ullmann Wealth Partners Group
Florida
$2.65M +$944K +10,000 +60%
CPA
182
Cardiff Park Advisors
California
$2.64M +$4.25K +45 +0.2%
NCM
183
Neumann Capital Management
California
$2.64M +$99.2K +1,050 +4%
BP
184
Ballentine Partners
Massachusetts
$2.59M -$55.9K -592 -2%
OWA
185
One Wealth Advisors
California
$2.58M -$82.3K -872 -3%
EH
186
Equitable Holdings
New York
$2.56M +$110K +1,167 +5%
BCM
187
Becker Capital Management
Oregon
$2.55M
PA
188
Pinnacle Associates
New York
$2.54M -$136K -1,436 -5%
AWA
189
Arkadios Wealth Advisors
Georgia
$2.52M +$2M +21,206 +510%
FPAS
190
Focus Partners Advisor Solutions
Missouri
$2.5M +$105K +1,116 +5%
MCA
191
MSH Capital Advisors
Arizona
$2.49M +$27.4K +290 +1%
AWP
192
Astra Wealth Partners
New Jersey
$2.42M -$297K -3,144 -11%
TIA
193
Tiemann Investment Advisors
California
$2.41M +$59.8K +633 +3%
Bank of New York Mellon
194
Bank of New York Mellon
New York
$2.4M +$340K +3,605 +18%
MT
195
Midwest Trust
Kansas
$2.35M +$2.23M +23,613 New
ATI
196
ARK & TLK Investments
Oklahoma
$2.28M -$1.98K -21 -0.1%
WB
197
WesBanco Bank
West Virginia
$2.27M +$105K +1,113 +5%
QWM
198
Quadcap Wealth Management
Texas
$2.25M -$18K -191 -0.8%
TSWM
199
Triangle Securities Wealth Management
North Carolina
$2.22M +$40.8K +432 +2%
BF
200
Baring Financial
Washington
$2.2M +$131K +1,382 +7%

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.