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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
NL
201
NWAM LLC
Washington
$2.17M +$344K +3,644 +20%
AWM
202
Avior Wealth Management
Nebraska
$2.17M +$12.3K +130 +0.6%
BIM
203
Bridges Investment Management
Nebraska
$2.15M
LF
204
LifeSteps Financial
California
$2.14M +$87.8K +930 +5%
Northern Trust
205
Northern Trust
Illinois
$2.13M -$317K -3,362 -14%
ABC
206
Associated Banc-Corp
Wisconsin
$2.12M -$386K -4,091 -16%
SF
207
Summit Financial
New Jersey
$2.12M -$376K -3,983 -16%
PP
208
PrairieView Partners
Minnesota
$2.09M -$14.4K -152 -0.7%
AF
209
AtlasMark Financial
Texas
$2.09M -$3.59K -38 -0.2%
ABWM
210
Alpine Bank Wealth Management
Colorado
$2.08M
TFG
211
Taylor Financial Group
Virginia
$2.07M +$34.6K +366 +2%
CPC
212
CFC Planning Company
Indiana
$2.07M +$655K +6,940 +50%
SIA
213
Soltis Investment Advisors
Utah
$2.02M +$41.6K +440 +2%
GJIA
214
Glass Jacobson Investment Advisors
Maryland
$2.02M -$256K -2,713 -12%
OC
215
Oarsman Capital
Wisconsin
$2M -$254K -2,690 -12%
SLT
216
St Louis Trust
Missouri
$1.99M -$1.47M -15,619 -44%
CWP
217
Corepath Wealth Partners
Arizona
$1.99M -$77.8K -824 -4%
LFG
218
Larson Financial Group
Missouri
$1.98M -$189K -1,998 -9%
Citigroup
219
Citigroup
New York
$1.97M +$195K +2,065 +12%
FMC
220
First Merchants Corp
Indiana
$1.94M -$34K -360 -2%
BWS
221
Buck Wealth Strategies
Colorado
$1.9M +$655K +6,937 +57%
GIM
222
Goelzer Investment Management
Indiana
$1.85M +$1.13K +12 +0.1%
UB
223
Umpqua Bank
Oregon
$1.85M +$640K +6,773 +61%
SAM
224
Sequent Asset Management
Texas
$1.83M
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$1.82M +$204K +2,159 +13%

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.